Real estate buyer questionnaire template

Use this buyer intake form before the first consultation. It tells you how ready the buyer is and what to search for.

Short answer

A real estate buyer questionnaire should cover financing status, price range, timing, location, property type, must-haves, and whether the buyer has a home to sell. Financing and timing show how ready the buyer is.

The 14 questions, and why to ask each one

Contact details

1. What is your name, phone number, and email address?
Why ask: Needed for follow-up and listing alerts.
2. Who else is part of the decision to buy?
Why ask: All decision makers should attend the consultation.

Readiness

3. Is this your first home purchase?
Why ask: First-time buyers need more guidance on the process.
4. When do you want to move?
Why ask: Sets urgency and the search plan.
5. Are you pre-approved for a mortgage, or will you pay cash?
Why ask: Shows if the buyer can make an offer now.
6. What price range do you plan for?
Why ask: Sets the search limits.
7. Do you need to sell a home before you buy?
Why ask: Affects timing, offers, and financing.
8. Do you currently rent? When does your lease end?
Why ask: Gives a practical deadline.
9. Are you already working with another agent?
Why ask: Avoids a conflict with an existing agreement.

The home

10. Which areas or neighborhoods do you prefer?
Why ask: Defines where to search.
11. What type of property do you want? (house, condo, townhouse, multi-family)
Why ask: Narrows the search.
12. How many bedrooms and bathrooms do you need?
Why ask: Basic search criteria.
13. What are your three must-haves and your deal-breakers?
Why ask: Separates needs from wishes.
14. What matters most near the home? (schools, commute, transit)
Why ask: Helps you rank areas for the buyer.

Follow fair housing rules. Do not ask about, or steer by, protected characteristics.

Run this form as a conversation

A form waits until the visitor fills in every field. A MadeAgentic website agent answers the visitor's questions from your approved content, asks these intake questions by voice or text, and sends your team a summary. For good-fit visitors it can open your Calendly or Cal.com calendar inside the chat; the visitor picks the time.

Generate a first agent from your website address.
Add the questions above as qualification objectives and remove the ones you do not need.
Test the conversation, then add the embed code to your site.

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FAQ

Intake form questions

What questions should a real estate agent ask a new buyer?

Ask about financing status, price range, move date, whether there is a home to sell, preferred areas, property type, size, must-haves, and whether the buyer already works with another agent.

When should I send a buyer questionnaire?

Before the first consultation. The answers let you prepare listings and tell you if the buyer must speak to a lender first.

Is this template free to use?

Yes. Copy the questions, print the page, or save it as a PDF from your browser. No signup is needed. Change the wording so it matches your services.

How many intake questions should I ask?

Ask only what changes your next step. Most firms need 8 to 15 questions before a first call. Move anything you only need after the client signs to an onboarding form.

Can an AI agent ask these questions instead of a form?

Yes. In MadeAgentic you add the questions as qualification objectives. The website agent answers the visitor's questions from your approved content, asks your intake questions in conversation by voice or text, sends your team a summary, and can open your Calendly or Cal.com calendar for good-fit visitors. It does not answer phone calls, and the visitor picks the meeting time.

Test it on your own website first.

Generate an agent from your website, add your intake questions, and try the conversation before visitors see it.

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