Home / Templates/ Real estate/ Home Seller Intake Questionnaire

Home Seller Intake Questionnaire

Prepare a listing appointment with property size, upgrades already completed, the target date to go live, pricing preference, staging interest and plans once the sale closes. Personality and lifestyle questions help an agent tailor how they communicate. Written for listing agents and brokerages.

Use this template

Already have an account? Log in

In the Claude connectors directory

Provide the address of the home you would like to sell

Street Address

City

State / Province

ZIP / Postal Code

Seller contact details

Name*

First Name

Last Name

Email*

Phone number*

Second seller's name

First Name

Last Name

Second seller's email

Second seller's phone number

Preferred method of communication*

Phone call Text message Email Video call In person

On what date would you like the listing to go live?*

List the upgrades you have made to your home*

Are there upgrades still to make before listing? Please note them

Enter the total floor area of your home, if you know it

How many bedrooms does it have?

How many bathrooms does it have?

Would you like to use our complimentary home staging service?*

Yes, I am interested No, thank you I would like more information

Which pricing strategy appeals to you most?*

Below market for a quick sale At market value Above market and negotiate Not sure yet

Do you have a list price in mind?*

After the sale, where will you live?*

Buying another home Renting With family Relocating to another city Undecided

On what date would you like to close?

Would you like to stay in the home after closing? The maximum period is 60 days

Yes No It depends on the terms

Have you sold a home before?*

Yes No

Write your questions about the selling process and we will send more information

Additional notes you would like to share

Our goal is an outstanding experience. In a few sentences, describe what exceeding your expectations would look like*

What matters most to you in our first call?

What are your favourite restaurants, activities, causes or music?

Tick the two options that best describe your personality

Analytical Decisive Expressive Easygoing Detail-oriented Big-picture thinker

Tick the two options that describe the other seller

Analytical Decisive Expressive Easygoing Detail-oriented Big-picture thinker

Related templates

Appraisal Dispute Form Real estate Appraisal Order Form Real estate Appraisal Request Form Real estate Appraisal Waiver Form Real estate

Browse all questionnaires templates →