Household
Identify the people and the move.
Start with contacts, co-buyers, current housing, and the event driving the timeline.
- Preferred contact method and time.
- Co-buyers or decision-makers.
- Current housing and move reason.
Describe your buyers and intake process. Makeform creates an online home buyer questionnaire for budget, financing, timing, locations, priorities, and showing availability.
Send new buyer responses to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it to your market, or send it to the builder. The field preview is an example structure.
Audience
First-time buyers preparing for an initial consultation
Format
Guided intake with financing and education follow-ups
Prompt size
316 chars
Example questionnaire structure
Guided intake with financing and education follow-ups
Contact details and current housing
Budget and comfortable monthly payment
Are you preapproved?
Locations and property types
Must-haves and deal-breakers
Suggested routing tags
Consultation ready
Financing follow-up
Long-term nurture
Separate the buyer's comfortable monthly payment from their maximum purchase price; the two answers reveal different constraints for the search.
Step 1
Qualify
budget, financing, timing, and decision-makers
Step 2
Match
locations, property types, needs, and trade-offs
Step 3
Consult
review gaps and agree on a realistic search
Step 4
Show
schedule tours around a shared priority list
Better buyer discovery
A structured intake gives the agent and buyer one starting point before listings and calendars enter the conversation.
Ask for target price, payment comfort, available cash, and financing stage instead of one vague budget field.
Separate requirements, preferences, and deal-breakers, then ask what the buyer would trade for location, condition, or price.
Use conditional paths for relocation, home-sale, financing, or remote-tour questions.
Built around the consultation
Gather facts in advance so the conversation can focus on uncertainty, priorities, and next actions.
Capture co-buyers, decision-makers, listing recipients, and tour participants together.
Structured selections for areas, home types, size, parking, condition, and timing are easier to compare than a long introductory email.
Send a submission to the assigned agent or a shared sheet, then tag financing follow-up, urgent timing, or relocation for the right next step.
Revise the form for local terminology, brokerage processes, and recurring consultation questions.
Questionnaire workflow
Build for your market, publish a link, and review responses before choosing listings or reserving tours.
Name your buyer types and the local search criteria you routinely need.
Add service areas and budget ranges, require essential fields, and branch unresolved financing questions.
Share the questionnaire through inquiry replies, your website, scheduler, or open-house follow-up.
Scan constraints, flag contradictions, and prepare clarification questions before the consultation.
Intake options
The intake method determines whether facts arrive consistently and remain easy to review.
Field guide
Six sections cover identity, readiness, property fit, priorities, and logistics. Keep every question purposeful.
Household
Start with contacts, co-buyers, current housing, and the event driving the timeline.
Budget
Ask buyers to state their own financial boundaries and readiness without suggesting what to spend.
Location
Collect specific communities and the routines shaping the choice. Include an unsure option.
Property
Turn broad hopes into criteria for home type, size, parking, outdoor space, condition, and projects.
Priorities
Ranking reveals what should survive when inventory cannot satisfy everything.
Next step
Close with contact permission, meeting format, scheduling, and remote-tour needs.
Related tools
Connect early inquiries, open-house leads, property questions, financing documents, and consultation intake with forms that fit each stage.
Use the established buyer questionnaire tool for another starting point and field arrangement.
Open toolCollect general client identity, contact, background, and service expectations before onboarding.
Open toolCapture visitor contact details and property interest during an open house.
Open toolRoute questions about a particular listing to the right agent with useful context.
Open toolHandle broader real estate inquiries before assigning a buyer or listing workflow.
Open toolCreate a separate financing intake when a lending workflow calls for its own form.
Open toolFAQ
Practical answers for real estate agents preparing buyer intake and consultation workflows.
It is an intake form completed before consultation or showings. It records contact details, readiness, timing, areas, property criteria, priorities, and availability for agent review.
Ask who is buying, why they are moving, when they hope to purchase, their stated price and payment comfort, financing status, whether another home must sell, preferred areas, property type, space requirements, must-haves, deal-breakers, condition tolerance, and availability. Ask only what supports your process.
Keep it focused enough for one sitting. Group fields into sections and conditionally show relocation, financing, home-sale, or investor questions.
Yes, you can include a financing-stage question such as researching options, speaking with a lender, preapproved, or cash purchase. You can then show an optional lender-introduction question or document upload based on the response. Review your brokerage's process and local requirements before publishing.
Use separate checklists, ask buyers to choose their top three non-negotiables, and add a trade-off question. For example, ask whether they would compromise on condition, size, location, or price. Review conflicts during the consultation instead of treating every selected feature as equally fixed.
Yes. Capture a primary contact, co-buyers, and decision-makers. Add a field for differing priorities instead of assuming agreement.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect buyer questionnaires without a form or response cap. The paid tier removes the Makeform badge.
Review gaps and conflicting priorities, prepare clarifying questions, route financing or home-sale needs, and confirm search criteria before showings.
Know the buyer before planning the tour.