Property Viewing Request Form — shared by the community
Clara D. shared this 12-question build with 4 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use real estate & property form for agents, lettings teams and property managers: 12 questions, 1 page, 4 conditional rules.
- Shared by
- Clara D. · Non-profit programme lead
- Questions
- 12
- Replies
- 18
- Copies taken
- 359
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Live preview and test console
This is the real form. Answer it to test the 3 conditional rules — nothing is sent or stored.
3 questions are hidden by conditional logic right now — change an answer above to reveal them.
Works for you? Take Clara D.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Property Viewing Request Form is built for agents, lettings teams and property managers who need to pre-qualify enquiries and gather documents up front.
- Agents, lettings teams and property managers working in real estate & property.
- Teams who need to pre-qualify enquiries and gather documents up front without writing code or paying for a custom build.
- Anyone replacing viewings booked with people who were never eligible with one structured record per enquiry.
- Respondents are buyers, renters and landlords — the form asks them 12 questions across 1 screen.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of viewings booked with people who were never eligible and turns each submission into a record your team can act on immediately.
- 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It allows multiple selections without free text.
- Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Property Viewing Request Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 4 conditional rules ship with it.
- Features advanced show logic: if “Buying or renting?” is Buying, the form dynamically exposes “Mortgage pre-approval status”. Otherwise that question never appears.
- Features conditional validation: if “Buying or renting?” is Buying, “Mortgage pre-approval status” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Buying or renting?” is Buying, the form dynamically exposes “Chain position”. Otherwise that question never appears.
- Features advanced show logic: if “Buying or renting?” is Renting, the form dynamically exposes “Tenancy length wanted”. Otherwise that question never appears.
- All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Request a viewing
- Property address or referencerequired
- Full namerequired
- Phone numberrequired
- Email addressrequired
- Buying or renting?required
- Mortgage pre-approval status
- Chain position
- Tenancy length wanted
- Preferred viewing timesrequired
- Budget
- Move-in or completion timeframe
- Any questions about the property
Conditional logic in this build
- When “Buying or renting?” is Buying, show “Mortgage pre-approval status”.
- When “Buying or renting?” is Buying, require “Mortgage pre-approval status”.
- When “Buying or renting?” is Buying, show “Chain position”.
- When “Buying or renting?” is Renting, show “Tenancy length wanted”.
Questions about this shared form
Should this replace a phone call entirely?
No, use it to prioritise and prepare, then confirm the actual slot by phone so nothing gets missed.
What if someone has not started their mortgage process?
Book them but be upfront that offers usually need a stronger position, and suggest they speak to a broker first.
Does the budget range put people off?
Ranges are usually answered more honestly than exact figures, which sit closer to a real conversation later.
Can this form work for commercial property?
It can with different budget bands and a use-class question added, but it is written for residential viewings as is.
Is the Property Viewing Request Form template free to use?
Yes. You can preview and test Property Viewing Request Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Property Viewing Request Form template ask for?
It asks 12 questions across 1 page, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Property Viewing Request Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this real estate & property form work?
4 conditional rules ship with the template: Features advanced show logic: if “Buying or renting?” is Buying, the form dynamically exposes “Mortgage pre-approval status”. Otherwise that question never appears. Features conditional validation: if “Buying or renting?” is Buying, “Mortgage pre-approval status” becomes mandatory before the form can be sent. Features advanced show logic: if “Buying or renting?” is Buying, the form dynamically exposes “Chain position”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Property Viewing Request Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Property Viewing Request Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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