Create a focused seller intake form for property facts, improvements, timing, goals, occupancy, access, and communication preferences before the listing appointment.
Route seller responses to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a starting point, adjust the details, and send the prompt to the Makeform builder.
Audience
Homeowners preparing for an initial listing appointment
Format
Sectioned questionnaire with property and seller goals
Prompt size
257 chars
Example questionnaire structure
Sectioned questionnaire with property and seller goals
Property address, type, and occupancy
Why are you considering selling?
Preferred listing and closing timing
Improvements and approximate completion dates
Showing constraints, pets, and access notes
Suggested routing tags
Appointment ready
Details needed
Timing follow-up
Ask sellers to separate completed improvements from planned work, and request approximate dates rather than relying on a single open text box.
Step 1
Invite
send the seller a focused intake link
Step 2
Collect
capture property facts, goals, and constraints
Step 3
Review
spot missing details before the appointment
Step 4
Prepare
shape the visit around the seller's priorities
A better first appointment
Replace scattered messages with one organized seller brief, ready to review before the appointment.
Capture motivation, timing, decision-makers, and communication preferences together.
Organize improvements, systems, amenities, occupancy, access, and maintenance into structured questions.
Show lease, pet, association, and upload questions only when relevant.
Flexible seller intake
Choose a scenario, then edit its fields, required answers, and follow-up logic.
Household schedules, pets, showing notice, favorite features, improvements, and preferred communications.
Occupancy, lease timing, manager contacts, access coordination, unit details, and seller goals.
Association contacts, fees, parking, storage, memberships, access procedures, and building amenities.
Room-by-room upgrades, custom finishes, outdoor features, views, equipment, documents, and image uploads.
Build your intake workflow
Describe your property types and intake needs; then control every question and required field.
State the property types, seller situations, details needed, and any conditional paths.
Refine labels, require essential answers, and divide the intake into mobile-friendly sections.
Share the form when the appointment is booked and explain what happens after submission.
Review missing dates, unclear improvements, access constraints, and priorities before the visit.
Intake options
Compare conversational notes, static documents, and an online questionnaire with conditional branches.
Field guide
Use six compact sections to learn what matters before the appointment. Keep factual questions structured, give sellers room to explain priorities, and ask only for information you will use.
Seller profile
Identify the sellers, decision participants, preferred contact method, reason for moving, and desired outcome.
Property basics
Collect the address, property type, year built, room counts, occupancy, parking, and shared amenities.
Improvements & features
Ask for updates by room or system, approximate dates, available records, and features a walkthrough might miss.
Condition & preparation
Ask about maintenance, unfinished projects, preparation concerns, and available property materials.
Timing & logistics
Separate listing timing from moving preferences, then collect showing notice and household constraints.
Expectations & follow-up
End with concerns, communication expectations, and topics the seller wants covered during the appointment.
Related tools
Use real Makeform tools for listing details, inquiries, property review, buyer discovery, and follow-up forms around the same real estate process.
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Open toolFAQ
Practical answers for agents building a repeatable seller intake process before the listing appointment.
It is an intake form a prospective seller completes before meeting an agent. It gathers contacts, property facts, improvements, goals, timing, access constraints, and expectations so the agent can prepare focused follow-up questions.
Ask who is involved, why they may sell, desired timing, property type and occupancy, dated improvements, standout features, maintenance items, available records, showing constraints, pets, access, communication preferences, and seller concerns.
Keep the visible path focused enough for one sitting. Use sections, concise labels, and conditional logic so tenant, association, pet, or upload questions appear only when relevant.
Yes. Add file uploads for photos, floor plans, improvement records, or equipment information. Explain each request, keep nonessential files optional, and follow your brokerage's handling practices.
Yes. Use occupancy to reveal lease timing, manager contact, unit count, notice, and access questions. Owner-occupied sellers skip that branch, while vacant properties receive relevant access prompts.
Yes. Makeform provides unlimited free forms and responses. Generate, edit, publish, and reuse seller questionnaires without a response cap; the paid tier only removes the Makeform badge.
Send it after booking, with enough time to review the response. Explain how answers help you prepare, provide a contact option, and remind the seller if the appointment is near.
Use it as preparation material. Note unclear details, shape the walkthrough around seller priorities, confirm important facts through your normal process, and route the response to the responsible agent.
Prepare before you reach the front door.
