Describe the buyers you work with and Makeform turns it into a real estate buyer questionnaire — budget and pre-approval, must-haves and deal-breakers, target neighborhoods, and timeline — so you qualify every new client before the first showing.
Send new buyer intakes to Slack, Google Sheets, and your CRM via Zapier.
Sample prompts for the builder
Pick a prompt, edit it above, or send it into the real Makeform builder. The structure here is an example, not a live AI result.
Audience
Buyer's agents onboarding a new client
Format
One questionnaire covering budget, must-haves, and timeline
Prompt size
454 chars
Example form structure
One questionnaire covering budget, must-haves, and timeline
Name, email, and preferred contact method
Price range and comfortable monthly payment
Are you pre-approved, and with which lender?
Property type, bedrooms, and bathrooms
Must-have features
When do you want to be moved in?
Suggested routing tags
Pre-approved
Needs lender intro
Just browsing
Ask for pre-approval status and the lender, not just the budget — a pre-approved buyer is the one you can actually show homes to this week.
Step 1
Send
the questionnaire link to a new buyer lead
Step 2
Qualify
budget, pre-approval, and timeline arrive structured
Step 3
Match
search only the homes that fit their must-haves
Step 4
Show
showings go to ready, serious buyers
Why a buyer questionnaire
A quick call tells you a buyer wants "something with a yard." It does not capture their pre-approval, their real budget, or their deal-breakers in a form you can search — a buyer questionnaire does.
Ask for pre-approval status and the lender up front, so you spend Saturdays showing homes to buyers who can actually close.
Beds, budget, neighborhoods, and deal-breakers come back as structured fields — not a voicemail — so you match listings in minutes.
Every questionnaire is a searchable submission, so a buyer's budget and criteria are one click away, not scattered across texts and notes.
Built for your buyers
Start from the version closest to the buyers you work with, then edit the questions in the builder.
Budget, pre-approval, must-haves, and timeline for every buyer you take on.
Financing status and process-concern questions so you can guide first-timers from the start.
Move dates, target neighborhoods, and video-tour preferences for out-of-town buyers.
Strategy, cap-rate targets, and cash-vs-financed questions for buyers building a portfolio.
Buyer workflow
Makeform turns your buyer intake into a live questionnaire with notifications, so qualifying buyers stops living in your head.
Tell Makeform who your buyers are and what you need to know — budget, financing, must-haves, location, and timeline.
Reword questions, add conditional fields — investor questions only when they pick "investment" — and mark the pre-approval and budget fields required.
Each submission emails you and can post to Slack, so a new buyer's budget and criteria hit your inbox the moment they finish.
Submissions flow to your inbox, Google Sheets, and your CRM via Zapier — every buyer's criteria in one place, ready to match.
Form vs template vs question list
A buyer questionnaire template or a "50 questions" blog gives you wording. A generated form actually collects the answers, qualifies the buyer, and files itself.
Question guide
Looking for a real estate buyer questionnaire template? These are the question groups that make one work — generate them as a form, then reword anything in the builder to match your market.
Contact & basics
The first job is contact and communication preference — get it wrong and you never book the first showing. Capture name, email, phone, and whether they want calls, texts, or email, plus their current home and situation.
Budget & financing
Budget without financing is a wish. Ask for price range, comfortable monthly payment, and — the field that changes your week — pre-approval status and the lender, so you know which buyers are ready now.
Property & location
This is where a form beats a phone call. Structured fields for property type, beds and baths, size, and must-have features — plus target neighborhoods — let you match listings instead of guessing.
Timeline & expectations
Motivation and timeline tell you how to prioritize a buyer. Ask when they want to move, why they are buying, whether they are talking to other agents, and what worries them about the process.
Related tools
The buyer questionnaire is one step. Build the lead-capture, listing, and inspection forms for your practice from one AI builder.
Capture new buyer and seller leads from your site before they ever fill out a questionnaire.
Open toolLet buyers ask about a specific listing and route the interest straight to you.
Open toolCollect every property detail from your seller clients to build a listing fast.
Open toolStructured walk-through and inspection checklists for a home under contract.
Open toolThe rental side of your practice — screen and collect applications from tenants.
Open toolTake valuation and appraisal requests from owners and investors in one form.
Open toolFAQ
Short answers for agents replacing the intake phone call and the PDF handout.
It is the intake form a buyer completes when they start working with an agent — contact details, budget and financing, the home they want, target neighborhoods, and their timeline. It qualifies the buyer and gives the agent a searchable record before the first showing.
The core groups: contact and preferred communication, budget and pre-approval status, property type and must-have features, target neighborhoods, and buying timeline and motivation. Add first-time-buyer or investor questions depending on who you serve.
A template is the wording — a PDF or Word list of questions you print or copy. A questionnaire form is how each buyer actually answers, on their phone, with the results filed and searchable. Makeform generates the form; you reword any question in the builder.
A blog gives you ideas for questions. This builds the questionnaire from your prompt and collects the answers for you — so you spend time matching listings, not copying questions into a form field by field.
Yes. The questionnaire is a mobile-friendly link you can text or email, and buyers complete it in a few minutes on any device — no app or login required.
Yes — it is the single most useful field. Ask pre-approval status and the lender so you know which buyers can act now, and mark it required so no intake comes back without it.
Yes. Use conditional logic so investor questions — strategy, cap rate — only appear when a buyer selects "investment," and financing questions adapt to first-time buyers. One form, the right questions for each buyer.
A lead or inquiry form captures a name and a spark of interest at the top of the funnel. A buyer questionnaire is the deeper intake once someone is your client — budget, financing, and criteria. Many agents capture the lead with an inquiry form, then send this questionnaire to qualify them.
No. A questionnaire gathers preferences and qualifies the buyer; a buyer representation agreement is a contract that hires you as their agent. This tool builds the questionnaire, not the contract.
Answers land in your Makeform inbox and can flow to Google Sheets, Slack, or your CRM via Zapier — so a new buyer's budget and criteria are one click away when you sit down to search.
Yes. Each submission can email you and post to Slack, so a new buyer's questionnaire reaches you in real time and you can follow up while their interest is hot.
Yes. You can generate the questionnaire, edit it, and publish it for free. Paid plans add higher submission volumes and advanced workflow features.
Stop qualifying buyers from memory.
