Buyer Consultation Form
A buyer consultation form separates buyers who can proceed from buyers who are dreaming. Mortgage status, deposit, chain position and timeline do almost all of that work.
For estate agents, realtors, brokers and property teams.
Proceedability, not budget
Two buyers with the same budget are worth completely different amounts of your time: one has an agreement in principle and nothing to sell, the other likes looking at houses on Sunday. Budget doesn't distinguish them - proceedability does.
So this template asks about mortgage status, deposit, and whether they have a property to sell and how far along it is. Those three answers tell you who to call first, which in a fast market is the entire job.
Why ask it all up front
Half-finished information is worse than none: it looks like you can begin, and then you can't. A client who fills in one page has told you enough to quote, schedule and prepare - without a single back-and-forth.
It also sets the tone. A form that asks precisely, and only once, reads as a business that has done this before. That impression is doing real work while your competitor is still emailing "quick question".
Buyers, sellers and viewings all need different questions
A buyer needs budget, area and timing; a seller needs an address and a reason for moving; a viewing needs a date and a phone number. One "contact us" box serves none of them well.
Purpose-built forms get you a lead you can act on the same hour - which in a market where speed decides the instruction is the whole game.
It works on a phone, on a bad signal
People fill these in from a car park, a waiting room, a sofa at 11pm. This form is one small page that opens the instant they tap the link and submits without needing anything clever in their browser - so an answer sent on two bars still reaches you.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Your name
- Email address
- Phone number
- What kind of property?
- Minimum bedrooms
- Which areas?
- Must-haves
- What would rule a property out immediately?
- How much work would you take on?
- Budget
- Where are you with a mortgage?
- Deposit available
- Do you have a property to sell?
- When would you like to move?
- When can you view?
- Send me new listings that match before they go on the portals
More Real Estate forms
Questions
Won't asking about finances put buyers off?
Serious buyers expect it and are relieved to be taken seriously. The ones it deters were going to waste three Saturdays of viewings.
Should I ask about must-haves and deal-breakers?
Both, separately. Deal-breakers are more useful - they stop you sending properties that were never going to work, which is what makes a buyer stop reading your emails.
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Can I put this on a property listing?
Yes - the form has its own link, so it can sit behind an enquiry button on a listing, in a portal message or in a QR code on a board. Add a tracking parameter to the link and you'll know which listing it came from.
Publish your buyer consultation form today
Start from this template and change anything you like. Free to begin.