Free template for real estate and property agents
Twenty questions for a 30-minute first meeting with a buyer: why now, the money, the home, how you'll work together and the first viewing day, plus three checks that tell you they're ready. Print it, copy it or download it for Word. Free, no sign-up.
Buyers want to start viewing on Saturday. Skip the consultation and you learn the budget at the second viewing and the must-haves at the fifth. This questionnaire takes 30 minutes before the first viewing. Ask it in order, write the answers on the buyer's card, and pick the homes to show from what they told you.
Date: ______ Phone: ______ Agent: [your name and number]
1. What made you start looking now?
2. By when do you need to move?
3. Who else will decide with you?
4. Have you talked to a bank or lender about a loan yet?
5. What monthly payment are you comfortable with?
6. Is there a home you need to sell first?
7. What kind of home are you after: a condo, a house, a townhouse, or an HDB flat if you're in Singapore?
8. Bedrooms and bathrooms, at the least?
9. Name the three things you can't live without.
10. What would make you walk out of a viewing?
11. What do you need to be close to? Think of work, a train line and the places you go every week.
12. How long a commute is too long?
13. Which homes have you already seen, online or in person, and what did you like or hate about them?
14. How do you want to hear from me, and how often: a call, WhatsApp or email?
15. Are you talking to another agent?
16. On a first viewing day, how many homes is enough before you're tired of looking?
17. Has a purchase fallen through for you before, and what happened?
18. Which day suits the first viewings?
19. Which homes will we see? Pick them together from the answers above.
20. When should I call after the viewings?
A talk with a bank or lender, and a monthly figure they're comfortable with: yes / no
A date they need to move by: yes / no
Everyone who decides can come to the first viewing: yes / no
Met them at an open house? Start with the open house sign in sheet
Book it when they first ask to see a home.
A "no" here doesn't end it. It changes what you do this week.
The answers are only useful if you can find them in a month.
Keep every question about the home they want and how they'll pay for it.
Source: US Department of Justice, The Fair Housing Act (updated 22 June 2023, read 29 September 2026).
11 listings, 7 dropped before booking, 4 viewed on Saturday, 2 on the shortlist. 11 - 7 = 4.
The template is free. ActivityTracker, the app we make, is paid. It doesn't find listings or book viewings for you. It keeps each buyer's answers where you'll see them.
The template is free to use. The app is paid and keeps each buyer's answers on their card, with the next call dated.