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Real estate closing questionnaire

real estate closing questionnaire

Ready to streamline your real estate transactions? Our Real Estate Closing Questionnaire can help.

Ideal for real estate agencies, brokerages, and law firms, this form simplifies data gathering for property closings.

No need to shuffle through piles of paper. With our easy-to-use form, you’ll get all the info you need in one central place – reducing errors and saving precious time.

So, whether you're a seasoned pro or a newbie in real estate, this form can make your life easier.

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Questions to include on your Real estate closing questionnaire

1. Agent Information

The first series of questions will help to identify the agent who is filling out this form.

  • What is your full name?
  • What is your license number?
  • What is your contact email?
  • What is your phone number?

2. Property Information

The second set of questions aims to collect information about the property involved in the transaction.

  • What is the property's full address?
  • What is the property type? (Single Family Home, Multi Family Home, Condo, Townhouse, Land)
  • What is the approximate square footage of the property?
  • What is the sale price of the property?

The question about property type can help you understand the kind of property that is being sold which might have different closing requirements or costs.

3. Transaction Information

This group of questions focuses on the details of the transaction itself.

  • What is the expected closing date?
  • Are there any contingencies? (Yes, No)
  • If yes, what type of contingency? (Financing, Inspection, Appraisal, Other)
  • Is there a mortgage involved in the sale? (Yes, No)
  • If yes, who is the mortgage lender?

The question about contingencies is important because the existence of any contingency can delay or even cancel the closing process if not fulfilled.

4. Client Information

The final group of questions is to gather information about the client the agent is representing.

  • Is the agent representing the buyer or the seller? (Buyer, Seller)
  • What is the client's full name?
  • What is the client's current address?
  • What is the client's phone number?
  • What is the client's email address?

The question about the client's current address can help you prepare the necessary documents for the closing process, as certain forms may need to be sent to the client's residence.

Other question ideas

When you are creating your Real estate closing questionnaire, here are some additional questions you may want to consider. These won't apply in every case, but should give you some ideas as you build out your form.
  • Have you previously closed a property with this client before? (Yes, No)

    • This question could help you understand the relationship between the agent and the client, which might influence the closing process.
  • How long has this property been on the market?

    • This could provide insights into the demand for the particular type of property.
  • Is there a home owner association (HOA) involved? (Yes, No)

    • If yes, who is the HOA contact?
    • This could identify potential additional steps in the closing process, or fees that need to be taken into account.
  • Was the property listed on multiple listing services (MLS)? (Yes, No)

    • If yes, what's the MLS ID?
    • Can help understand the visibility of the property in the market and how it was marketed.
  • Have any renovations or improvements been made to the property recently? (Yes, No)

    • If yes, what renovations or improvements were made?
    • This could indicate any added value to the property or potential disputes about the property condition.
  • Does the property include any non-real estate items in the sale (like furniture or appliances)? (Yes, No)

    • If yes, what items are included?
    • This question could help identify any additional assets involved in the transaction.
  • How many offers were made on this property before acceptance?

    • This could give you an idea of the competitiveness of the property and market conditions.
  • Is the buyer intending to reside in the property or is it an investment? (Reside, Investment)

    • This can help you understand the intent behind the purchase which could influence post-closing procedures.
  • What was the source of the lead for this client? (Referral, Advertising, Online, Other)

    • This can provide insights into the marketing strategies that are working for the agent.

Things to consider

  1. Clear Instructions - Ensure that each question is easy to understand, and add instructions or a short description if necessary. For example, for the "sale price" field, you might add "(in USD)" to avoid confusion.
  2. Proper Field Types - Use the appropriate HTML5 field type for each question to make it more user-friendly. For instance, for phone number fields, use the "tel" field type which will bring up the numeric keypad on mobile devices.
  3. Required Fields - Identify which fields are essential and make them required. This prevents the form from being submitted without the necessary information.
  4. Conditional Fields - Use conditional fields or questions that only appear based on previous answers. For example, the question "Who is the mortgage lender?" should only appear if the answer to "Is there a mortgage involved in the sale?" is "Yes".
  5. Mobile-Friendly Design - Ensure your form is responsive and easy to navigate on both desktop and mobile devices. As much as possible, limit the need for horizontal scrolling on smaller screens.
  6. Form Length - If your form becomes too long, consider breaking it into multiple pages. This can make the process seem less daunting and can also help to keep the information organized.
  7. Validation - Add validation to your form to check that the information entered is in the correct format. For example, check that email addresses contain an '@' symbol and that phone numbers contain the correct number of digits.

How to create your Real estate closing questionnaire

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

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