Describe your clients and pre-consultation questions. Makeform creates an editable intake that separates buyers from sellers and captures priorities, budget, and timing.
Send new client details to Google Sheets, Slack, and Zapier.
Sample prompts for your intake form
Choose a prompt, adapt it to your market, or send it to the editable Makeform builder.
Audience
Prospective homebuyers preparing for an agent call
Format
Buyer questionnaire with budget and search criteria
Prompt size
239 chars
Example form structure
Buyer questionnaire with budget and search criteria
Contact details and preferred contact method
Target price range and financing status
Preferred locations and property types
Must-haves and deal-breakers
Ideal purchase or move date
Suggested routing tags
Buyer leads
Seller leads
Consultation ready
Ask whether the buyer's budget includes closing costs and repairs.
Step 1
Identify
buyer, seller, or both
Step 2
Qualify
needs, budget, and readiness
Step 3
Prioritize
timing, constraints, and next step
Step 4
Consult
agent starts with context
Start with a useful client record
A focused intake shows what the client needs, what may delay them, and which conversation comes next.
Ask the goal first, then show buyers search questions and sellers property questions.
Separate must-haves, preferences, and deal-breakers so agents can see where the search is flexible.
Notify the assigned agent and keep submitted details together for the consultation.
Adapt the intake
Choose a scenario, then edit its terms and choices for your market.
Gather locations, housing needs, price range, financing stage, dependencies, and move date.
Collect property facts, occupancy, improvements, repair concerns, motivation, and timing.
Show both paths and ask which transaction comes first and what constraints link them.
Record stated markets, strategy, filters, capital range, financing, and acquisition pace without offering advice.
Build your intake workflow
Generate questions, refine branches, publish, and route each response to its owner.
Describe your client types, properties, service area, and pre-call details.
Put the goal first, review each branch, and add a combined path.
Add local locations and price bands. Explain sensitive questions and require only useful details.
Share the form, notify the right agent, and move responses into follow-up.
Intake form vs contact form
Use an intake when the next step is a substantive buyer or seller consultation.
Field guide
These six groups prepare a productive conversation without creating a transaction file.
Contact and communication
Capture who is involved, how they prefer to be reached, and when communication works.
Client goal
A required buying, selling, or both question determines the relevant branch and routing.
Buyer criteria
Structured choices define the search while text fields preserve important context.
Seller property
Collect enough property context to prepare questions, leaving detailed documents for later.
Budget and readiness
Use ranges, explain sensitive questions, and record what the client reports without evaluating affordability.
Timing and next step
Ask why the desired date matters, what could change it, and what should happen next.
Related tools
Use focused forms for first inquiries, buyer discovery, seller details, open-house follow-up, applications, and property checks.
Create a dedicated discovery questionnaire for buyer preferences, price range, readiness, and search timing.
Open toolOffer a shorter path for property questions and early leads who are not ready for a detailed intake.
Open toolCollect property context, seller motivation, occupancy, improvements, and target timing before an appointment.
Open toolRegister visitors, record interest, and ask permission for a relevant follow-up after an open house.
Open toolCreate a structured application for a separate rental workflow when an inquiry becomes an applicant.
Open toolBuild room-by-room condition checks and photo collection for property walkthroughs and inspections.
Open toolFAQ
Practical answers for building, sharing, and refining a buyer and seller intake workflow.
It is a pre-consultation questionnaire that captures contact preferences, client goals, property needs or facts, stated budget, readiness, timing, and the requested next step.
Ask about locations, property type, price range, must-haves, deal-breakers, financing stage, current housing, move date, decision-makers, and consultation availability. Explain why you ask financial questions.
Include owner contact, property facts, occupancy, improvements, repairs, listing status, motivation, target listing and closing windows, linked purchase plans, and consultation availability.
Yes. Ask whether the client wants to buy, sell, or do both. Conditional logic can show the relevant sections while keeping shared contact and scheduling fields together.
Yes. Makeform provides unlimited free forms and responses. You can generate, edit, publish, and collect submissions without a form or response cap; the paid tier removes the Makeform badge.
Collect only what prepares the next step: contact, goal, relevant buyer or seller facts, readiness, constraints, timing, and availability. Conditional paths reduce effort.
Label buyer, seller, and combined inquiries from the first answer. Notify the responsible agent, retain submissions in Makeform, or send selected fields to Google Sheets, Slack, and Zapier.
Ask only what establishes reported readiness, such as exploring financing or being preapproved. Prefer ranges, explain the purpose, and do not provide lending, financial, or investment advice.
Prepare for the client before the call.
