Property · free template

Property Viewing Card

Book a viewing in seconds: property, timing and buying position.

A ready-to-use real estate & property form for agents, lettings teams and property managers: 9 questions, 1 page.

Questions
9
Pages
1
Layouts
card
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Live preview and test console

This is the real form. Answer it to test the flow — nothing is sent or stored.

Arrange a viewing

Include your country code.

Are you buying or renting?
Your position
When can you view?
Mortgage in principle?

This template runs as a straight sequence — no branching rules.

Compliance checklist

Ready to publish
  • Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
  • Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
  • Legal text not required — passingThis template collects neither health nor regulated financial information.
  • Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Property Viewing Card 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 9 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.
  • 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.

  1. 1Press “Use this template” — a fresh copy of Property Viewing Card lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 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.
  4. 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.
  5. 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.

  • This template runs as a straight sequence: every respondent sees every question, in order.
  • You can add branching yourself in the Logic tab — pick a question, a condition, and the field or page it should reveal, hide, require or skip to.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Book a viewing

  • Full namerequired
  • Email addressrequired
  • Phone number
  • Property address or referencerequired
  • Are you buying or renting?required
  • Your positionrequired
  • When can you view?required
  • Mortgage in principle?
  • Questions about the property

9 questions in total.

Works in this layout

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Frequently asked questions

Is the Property Viewing Card template free to use?

Yes. You can preview and test Property Viewing Card 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 Card template ask for?

It asks 9 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 Card form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card layout, restyle it to match your brand, and set who gets notified on each submission.

Can I add conditional logic to this real estate & property form?

Yes. The template runs as a straight sequence out of the box, and you can add show, hide, require or skip rules in the Logic tab — pick a question, a condition, and the field or page it should affect.

Where do responses to the Property Viewing Card 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 Card 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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