When working in real estate, the core of your business is persuading prospective clients to use your services instead of going with another real estate agent. However, this is easier said than done, especially if you’re communicating over the phone or by email.
Sellers need to know from the get-go that you’re professional, efficient and that you don’t suck at selling properties. Better yet, they need to know that you’re a cut above the rest. How do you make this clear to them and secure that face-to-face meeting?
That’s where we come in. Sending your clients a real estate questionnaire for sellers can give you that much needed advantage and show your prospects that you’re the best in the biz. It’ll also help you to get the basic questions out of the way, allowing you and your clients to get stuck straight into the good stuff in person.
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What questions should I include in a real estate questionnaire for sellers?
It’s best to keep the questionnaire concise and to-the-point as including too many questions may overwhelm the client rather than impress them.
We’ve gone for the sweet spot and grouped together 25 questions to ask within your seller questionnaire. You’re welcome!
Basic Information
These initial questions will allow you to establish a basal level of knowledge about the client, their property and their contact details.
- Please provide the date you’re completing this questionnaire.
- What is your full name?
- Please provide the full address of the property for sale.
- Could you please verify your email address?
- Could you please verify your phone number?
Moving Motivations
This set of questions will help you form a better understanding of why the prospective seller is looking to put their house on the market and their ideal timing for doing so.
- What are your reasons for wanting to move?
- Please provide a rough outline of when you would like to be moved out.
- Do you have any location ideas for where you'd like to move?
- For you, what would be the negative effects of not moving?
- For you, what would be the positive effects of moving?
- Please rank your motivation to move on a scale of 1 to 10.
The Property
The following questions will help you find out as much as possible about the specifications and features of the property up for sale.
- In what year was the property initially purchased by you?
- How much did you purchase the property for?
- If anything at all, how much do you still owe on the property?
- Please provide us with the lowest price you'd be willing to sell the property for and why.
- Since the purchase of the property, have you made any significant improvements/changes?
- From your point of view, please describe the positives and negatives of the property.
- How many bedrooms are present within the home?
- How many bathrooms are present within the home?
- How many square feet is the property?
- Please provide any further specifications about the property. (e.g: the number of stories, the style, the garden area, the living room, the patio, the energy efficiency, etc)
Extras
Here, you'll be able to gage interest shown by your competitors and, at the same time, give the client the opportunity to voice anything else they might like to add.
- Have you thought about putting the property on the market yourself?
- Have you spoken with/began working with any other real estate agents?
- How did you hear about us?
- Is there anything you'd like to add?
Why create a real estate questionnaire for sellers?
On top of the professionalism it shows, creating and sending a client or prospect a seller questionnaire can have a number of other little benefits.
Growing your listings
Let’s face it, people talk.
When clients spread the word about your services, they’ll definitely mention how their realtor treated them when they were just a lead. Having them complete an online form prior to any kind of meeting will show them that you care about giving them the best experience from the very start, increasing the likelihood of a 5 star rating.
Confidence & Organisation
Having your questionnaire pre-prepared before talking to a seller is definitely the way to go.
Once you’ve collected their answers and are ready for an in-person overview, you can feel confident in your knowledge of their situation and property which, as small as it sounds, can make all the difference when it comes to convincing them you’re committed to their success.
Holding onto the questionnaire may also help you remember any useful information and details that could come in handy later on.
Which tool should I use to create my questionnaire?
This part is completely up to you, as there are many solutions available to choose from that’ll allow you to build out your questionnaire and get it sent off to your client. As expected though, these tools range in quality so you might need to do some testing before you determine which tool fits your criteria best.
However, to save you some time, we’ve done all of that for you and picked out two potential options to help you get started as quickly and easily as possible.
Google Forms
As far as basic forms tools go, Google Forms is pretty much the first one that springs to mind for the majority of people. It allows you to add standard question types in order to conduct surveys and collect data.
Unfortunately, as with a lot of similar forms tools, Google Forms has its limitations when it comes to versatility and productivity. This means that you’ll still have to do at least some of the dirty work for the process to function, including chasing clients and sending a hell of a lot of emails. What a pain!
As well as this, forcing your client to answer every question at once can end up being quite frustrating for them. They might want to take a break and come back later which, in this case, they wouldn’t be able to do.
Content Snare
Content Snare provides a restriction-free experience, allowing you to create beautiful and coherent forms that are tailored to you.
The lack of learning curve for both yourself and the client means that you can have your first request ready to send off within minutes. From there, using the straightforward UI, your client can simply begin providing you with all of the content you need at a pace that suits both parties.
Your client’s answers are saved automatically, meaning that the threat of losing heaps of information just from forgetting to click a button no longer exists. In addition, their progress is cleverly tracked for them so they can see what percentage they’re at as they continue to fill things out.
With Content Snare, you can also say goodbye to those neverending email trails that are impossible to keep track of. The platform sends reminder emails to your clients, notifying them of imminent deadlines and any significant events relating to their request. These are also completely customisable; you can stay in control at the same time as taking a backseat. Win-win!
We hope this post is helpful to you when it comes to creating your next real estate questionnaire for sellers.
Are there any you think we missed? Let us know in the comments below!
