As a real estate agent, you’ll know that working with homebuyers, although fulfilling, can be a pretty tough process. Sometimes you can pick out and go through home after home after home that you think your client might like and be disappointed at their reaction every time. Getting a clear sense of their desires and needs is the obvious key to success. However, this can end up being a lot more of a task than you bargained for unless you ask all the right questions. Having them fill out a real estate buyer questionnaire early on in the process will give you the information you need to avoid moving forward at snail’s pace, saving several hours of otherwise wasted time. Anything that increases productivity and puts the excitement back into the process is a win in our books.
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The aim here is to make sure you’re asking all the vital questions but, at the same time, not going over-the-top. Forget about the colour of the mailbox or the patterns on the wallpaper - these things are unimportant and not helpful at this stage. Here are our top 33 questions to include in a real estate questionnaire for buyers. These will help you get down to the nitty gritty in no time!
These questions will give you a further understanding of the client’s property history and family needs.
The following questions will allow you to determine the client’s availability for viewings, ensuring that they only get scheduled for convenient times.
These quick questions will tell you all you need to know about the client’s current housing situation.
Here’s the most interesting section - finding out what the client actually wants in their ideal home! The answers provided will help paint a clear picture of their dream pad.
Here, you’ll learn about the client’s resources and finances.
These 4 questions will give you an indication of how loyal the client is at the same time as allowing them to add any additional information.
Now that you have everything you need to create a belter of a buyer questionnaire for your buyers, we could essentially wrap things up here.
However, it would be selfish of us not to share some other little nuggets of wisdom that’ll keep things sweet for both you and your clients.
Being a realtor, you most likely deal with heaps of leads and clients at once and there’s no need to hide that from anyone. Despite this, small gestures here and there can avoid a client feeling like they’re just a name on a list.
When you have an appointment with a client, be sure to take it slow and avoid being too hasty, as it can look like you’d much rather be somewhere else at that time than with them. They may even assume that you’re rushing off to be with a more “high profile” lead/client, which is a sure fire way to agitate them.
As well as this, sending a client a hand-written card following the initial meeting and once they’ve purchased their new home will really give you the upper hand. Throughout the home buying process, you’ll most likely be exchanging with them via email and phone, which is why writing to them personally will feel that extra bit more special. You could also present them with a housewarming gift as a congratulatory token!
Speaking of communication, this is one of the most vital elements when it comes to securing success for your sale.
Especially whilst waiting to hear back on the acceptance of their offers, clients are likely to be nervous and somewhat stressed - it’s your job to put them at ease. Provide them with your mobile number so they can reach out to you if they have any questions at all. You should also check in with them yourself at least once a week in order to keep the communication alive and everybody reassured.
Your buyers may also need your advice and knowledge even after the deal has been closed; don’t hesitate to help them build connections with local handymen and plumbers so that their needs are met in that department.
Finally, organisation can play an important role in how smoothly everything goes.
A majority of clients like to see a clear timeframe of events so that they know what happens at each stage of their home search and can prepare for it.
Effective organisation can also relate to how you request, collect and store information from your clients. For example, when it comes to passing on your real estate questionnaire to a client, how would you send it to them? Via email?
The answer to the last question is no. Sending and receiving content by email is a sure fire way to get yourself tangled up in a lengthy trail of pure chaos. You’re much better off using an all-in-one tool like Content Snare to keep everything under control.
Content Snare allows you to create beautiful requests that give you the power to capture all of the information you need in one go and in one place. Using the clever builder, you can choose from and insert an array of different fields to your request for a tailor-made experience. From there, your client receives the request and can start providing you with what you need. It couldn’t be simpler!
We hope this post has given you some food for thought when it comes to creating your next real estate questionnaire for buyers.
Do you have any other tips for a fantastic buying process? Feel free to comment below and let us know!
Content Snare is here to ease the stresses of finding the perfect home for your client. Sign up to access our real estate questionnaire for buyers template. It’s ready when you are.
