Property · free template

Buyer Questionnaire Form

Qualify home buyers with budget, financing status, must-haves and timeline before starting a property search.

A ready-to-use real estate & property form for agents, lettings teams and property managers: 14 questions, 2 pages, 3 conditional rules.

Questions
14
Pages
2
Layouts
classic · card
Conditional rules
3
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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.

Page 1 of 2 — Financing and budget

Buyer questionnaire

Include your country code.

1 question is hidden by conditional logic right now — change an answer above to reveal it.

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

Buyer Questionnaire 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 14 questions across 2 screens.
  • 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 pins the request to a specific date.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
  • 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 Buyer Questionnaire Form 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 — 3 conditional rules ship with it.

  • Features advanced show logic: if “What's your financing status?” is Not yet started, the form dynamically exposes “Would you like a referral to a mortgage lender?”. Otherwise that question never appears.
  • Features advanced show logic: if “Do you need to sell a current home first?” is Yes, the form dynamically exposes “Has your current home been listed yet?”. Otherwise that question never appears.
  • Features conditional hiding: if “What's your ideal timeline to buy?” is Just browsing, no timeline yet, “Preferred moving date” is removed from the form and is never submitted.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

A good buyer questionnaire saves an agent from showing houses that were never going to work, and this one is built around the questions that actually narrow a search. Financing status comes first — pre-approved, pre-qualified or not yet started — because it changes everything about what an agent can realistically show and how fast an offer can move once a property is found. Budget range is asked as a range rather than a single figure, since most buyers think in bands rather than exact numbers, and pairing it with a down payment amount lets an agent sanity-check affordability early rather than discovering a mismatch after several showings. Must-have features versus nice-to-haves are deliberately split into two separate fields, because buyers often list everything as essential until forced to prioritise, and an agent working from an undifferentiated wishlist ends up showing nothing that fits. Timeline is asked directly — buying now, in a few months, or just browsing — since this changes whether an agent should treat someone as an active client or a long-term nurture lead. A current-housing-situation question (renting, selling a home, living with family) rounds this out, because a buyer who needs to sell first has a fundamentally different, often contingent, timeline than one who is simply ready to move.

What this form asks

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

Page 1 — Financing and budget

  • Full namerequired
  • Email addressrequired
  • Phone number
  • What's your financing status?required
  • Would you like a referral to a mortgage lender?
  • Budget rangerequired
  • Approximate down payment available ($)

Page 2 — Property needs and timeline

  • Must-have features (deal-breakers if missing)required
  • Nice-to-have features (not essential)
  • Preferred property type
  • What's your ideal timeline to buy?required
  • Preferred moving date
  • Do you need to sell a current home first?
  • Has your current home been listed yet?

14 questions in total.

How the form changes as it's filled in

This template ships with 3 conditional rules, grouped into 3 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “What's your financing status?”

  • Reveals questions

    If “What's your financing status?” is Not yet started, the form reveals “Would you like a referral to a mortgage lender?”.

Driven by “Do you need to sell a current home first?”

  • Reveals questions

    If “Do you need to sell a current home first?” is Yes, the form reveals “Has your current home been listed yet?”.

Driven by “What's your ideal timeline to buy?”

  • Hides questions

    If “What's your ideal timeline to buy?” is Just browsing, no timeline yet, the form hides “Preferred moving date”, so nobody answers questions that don't apply.

Set it up step by step

  1. 1

    Ask financing status before showing anything

    Pre-approval status determines what's realistic to show and how competitively a client can offer — get this before booking a single showing.

  2. 2

    Split must-haves from nice-to-haves

    Nearly every buyer initially calls everything essential — a forced split gets you a search that actually narrows down to real matches.

  3. 3

    Use timeline to route follow-up

    Active buyers deserve immediate showings; 'just browsing' leads are better served with a nurture sequence than a full search kickoff.

  4. 4

    Flag contingent buyers early

    A buyer who needs to sell first has a different, often longer runway — set expectations before falling in love with a listing.

Mistakes to avoid

  • Treating an unprioritised wishlist as a search brief and showing properties that satisfy none of the real deal-breakers.
  • Not checking financing status first, then losing a fast-moving property to a buyer who was already pre-approved.
  • Ignoring the contingent-sale question and building a timeline that doesn't account for the buyer's current home needing to sell.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Use the must-have list and budget range to build an initial property shortlist, and route unqualified financing responses to a lender referral before scheduling showings.

Works in both layouts

Browse classic templatesBrowse card templates

Forms that overlap this one

These pages cover the same subject ground as the buyer questionnaire form, matched on the words people actually search for.

Privacy & compliance

This form takes money. Card details are handled by the payment provider and never stored in your response data — you keep the order details, not the card number.

Frequently asked questions

How is this different from the Rental Housing Application Form?

That form screens tenants for a specific rental unit with income and background checks. This questionnaire qualifies a buyer's needs and budget before a home search even begins — no specific property is involved yet.

Should I send this before or after a first phone call?

Sending it beforehand lets the first call focus on strategy rather than data collection, though some agents prefer to walk through it live with a new client — either works.

What if a buyer's must-have list is too long?

That's common — use the nice-to-have field to capture the overflow and revisit priorities together once a few real listings are on the table.

Do I need a separate form for the home inspection later?

Yes — once a buyer is under contract on a specific property, use the Home Inspection Request form to schedule that step separately.

Is the Buyer Questionnaire Form template free to use?

Yes. You can preview and test Buyer Questionnaire 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 Buyer Questionnaire Form template ask for?

It asks 14 questions across 2 pages, 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 Buyer Questionnaire Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card 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?

3 conditional rules ship with the template: Features advanced show logic: if “What's your financing status?” is Not yet started, the form dynamically exposes “Would you like a referral to a mortgage lender?”. Otherwise that question never appears. Features advanced show logic: if “Do you need to sell a current home first?” is Yes, the form dynamically exposes “Has your current home been listed yet?”. Otherwise that question never appears. Features conditional hiding: if “What's your ideal timeline to buy?” is Just browsing, no timeline yet, “Preferred moving date” is removed from the form and is never submitted. All rules are editable in the Logic tab.

Where do responses to the Buyer Questionnaire 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 Buyer Questionnaire 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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