Real Estate Investor Questionnaire

Learn what kind of properties each investor wants, where, at what budget and how they fund their purchases. Made for real estate agents and wholesalers who want to send every buyer only the deals that fit.

Use this template

Already have an account? Log in

In the Claude connectors directory

Investor name*

First Name

Last Name

Email*

Mobile phone*

Company name

Company website

Investment criteria: what does your ideal property look like?*

Areas or neighborhoods you want to invest in*

Approximate price range*

Under 100,000 100,000 to 250,000 250,000 to 500,000 Over 500,000

How many houses do you buy per year?*

1 to 2 3 to 5 6 to 10 More than 10

Property types you're interested in*

Single-family home Multi-family Condo / apartment Land Commercial

Do you finance your projects or pay cash?*

Cash Financing Both

What makes a good deal for you?*

Do you require a minimum number of bedrooms, bathrooms or square footage?*

Do you want to renovate and resell, or buy and hold?*

Fix and flip Buy and hold Both

Will you take on full rehabs or only cosmetic fixer-uppers?*

Full rehabs Cosmetic only Either

How soon do you want to buy, and how long do you usually need to close?*

Anything else you'd like me to know

How did you hear about me?

Social media Referral from someone I know Online search Event or fair Other

Related templates

Hair Extension Consultation Form Salon & spa Hair History Questionnaire Salon & spa Hair Quiz Salon & spa Health and Lifestyle Questionnaire Healthcare

Browse all questionnaires templates →

Powerful online forms — builder, logic, products, and teams — at a price that makes sense.

✓ In the Claude connectors directory

Product

Features
Pricing
Compare
Alternatives
Templates
Claude
MCP tools
API
GitHub

Company

Press room
Brand kit
Contact

Legal

Security
Service status
Terms of service
Privacy policy
Cookie policy

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please retry or reload the page.