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Seller Intake Questionnaire

$5.00
$5.00
Sale Sold out

Description

Start every listing relationship with clarity and confidence using this professional seller intake questionnaire designed specifically for real estate agents. This 2-page editable Canva template helps you gather all essential seller and property information before the listing appointment, ensuring you arrive prepared and organized. Capture contact details, property specifics, timelines, motivations, and key notes in one professional document—no more scattered notes or forgotten details that could cost you the listing.

By collecting critical information upfront, you can tailor your listing presentation to address the seller's specific goals, timeline, and concerns. The clean, professional design reinforces your attention to detail and commitment to a smooth listing process. You can print it as a PDF for in-person meetings, send it digitally for sellers to complete in advance, or create a fillable PDF for easy completion. Optional QR code placement lets you link to your website, social media, or digital business card for quick access to your professional profiles.

What's Included:

  • 2-Page Seller Lead Intake Questionnaire Canva Template
  • Editable Layout for contact info, property details, timelines, motivations, and notes
  • Clean, Professional Design suitable for digital or print use
  • Optional QR Code Placement to link to your website, social media, or digital business card
  • Customization instructions are included
  • Fully Reusable for onboarding multiple sellers year after year

Requirements: Requires a Canva account (free or Pro version). Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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