Describe the buyers you serve. Makeform creates a real estate buyer qualification form for budget, financing readiness, property criteria, location, and timing.
Send buyer leads to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a starting prompt, tailor it, or send it to the Makeform builder. The structure is an example.
Audience
First-time buyers requesting an initial consultation
Format
Guided intake with financing follow-up
Prompt size
291 chars
Example form structure
Guided intake with financing follow-up
Contact details and preferred follow-up
Target areas and property type
Purchase price and down-payment ranges
Have you received a lender pre-approval?
Lease end date and ideal move date
Suggested routing tags
Ready now
Financing follow-up
Longer timeline
Ask separately for target purchase price and down-payment funds; one broad budget question can hide different constraints.
Step 1
Capture
contact, representation, and property goals
Step 2
Qualify
budget, funds, financing, and timing
Step 3
Route
ready buyers and nurture leads to the right next step
Step 4
Follow up
consultation, lender introduction, or listing match
Why qualify buyer leads
A name and phone number do not reveal financing readiness or timing. Structured answers make the next action visible.
Use consistent budget, financing, representation, and timeline fields, then tag submitted answers.
Ask financed buyers about lenders, cash buyers about funds readiness, and owners about sale timing.
Route submissions to an agent, team inbox, or spreadsheet for prompt review.
Built around buyer context
Match the form length and next step to where each lead began.
Capture enough detail to book a useful discovery call while the buyer's goals are fresh.
Use a shorter mobile flow, then ask interested visitors what a better-matched property needs.
Give referred buyers a clear place to explain budget, timing, and how they prefer to communicate.
Add visit dates, remote-tour needs, deal criteria, or other questions for specialized buyer workflows.
Buyer intake workflow
Ask what changes your follow-up, refine the flow, and connect answers to a next action.
Name your market, lead sources, and next step: consultation, listings, or financing conversation.
Add local ranges and service areas. Require only fields that affect buying readiness and follow-up.
Reveal lender, existing-home, and relocation questions only when they apply.
Share the link across buyer channels and send responses to a monitored workflow.
Intake options compared
A small set of comparable questions helps the buyer and agent choose the next step.
Field guide
Use clear ranges and optional context fields so each section supports a follow-up decision.
Contact and representation
Capture reliable contact details, communication preference, and current agent representation.
Property criteria
Use structured search criteria plus one open field. Separate must-haves from preferences.
Budget
Ask for target price and available upfront funds as separate ranges.
Financing readiness
Ask about cash or financing and lender progress to route the right support.
Timing and dependencies
Pair an ideal move date with lease, relocation, or property-sale dependencies.
Next step and notes
Offer consultation, listing alerts, tour planning, or lender introduction, plus optional notes.
Related tools
Connect qualification with inquiry capture, open house registration, financing intake, and a deeper buyer questionnaire.
Collect detailed preferences and search context once a buyer is ready for a deeper intake.
Open toolCapture questions tied to a specific property or listing.
Open toolCreate a general contact path for buyers, sellers, renters, and owners.
Open toolRegister visitors and organize property-specific follow-up after a showing.
Open toolAdapt the same readiness and routing pattern for other sales pipelines.
Open toolStart a separate, financing-focused intake when that workflow is appropriate.
Open toolFAQ
Answers for agents designing a useful buyer intake.
It collects a buyer's property goals, target area, budget, financing readiness, representation status, and timeline. The answers guide consultation, listing, lender-introduction, or later follow-up.
Ask about contact preference, agent representation, target areas, property type, price range, funding plan, lender progress, move date, and any property that must sell first.
Yes. Ask whether the buyer contacted a lender and has pre-approval, then offer a lender introduction if useful. Detailed financial uploads can wait for the appropriate later workflow.
Yes. Show lender questions to financed buyers, funds-readiness questions to cash buyers, and sale questions when an existing property affects timing.
Keep it centered on the next decision. A website inquiry may use about ten focused prompts; an open house follow-up can be shorter. Save detailed documents for later stages.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect buyer inquiries without a response cap. The paid tier removes the Makeform badge.
Match the response: invite ready buyers to talk, send relevant listings, offer a requested lender introduction, or schedule a later check-in. Tags keep routing consistent.
Share it on your website, agent profile, listing follow-up, referral email, QR code, or social campaign. Send responses to your inbox or connected workflow.
Replace vague buyer inquiries with useful context.
