How to Customize Your Real Estate Client Questionnaire

Whether you’re an experienced real estate agent or a newbie, keeping track of your client’s unique wants and needs can be challenging. What’s more, gaining a client’s trust can be difficult. So, you might be looking for ways to show your dedication, credibility, and professionalism.

Fortunately, you can use real estate client questionnaires to get to know your customers beforehand. This way, when you meet them face to face, you’ll already have a good understanding of their motivations, goals, and the details of their current property (or future dream house).

In this post, we’ll provide you with an overview of real estate client questionnaires and the benefits of using them. Then, we’ll show you how to create and customize one with Jigglar. Let’s get to it!

An Introduction to Real Estate Client Questionnaires (And Their Benefits)

A real estate client questionnaire is a list of inquiries that can help agents learn more about potential customers. It can also serve as an important piece of documentation that you can reference down the line. These client questionnaires can be geared towards both people who are buying or selling homes.

An example of a real estate client questionnaire from Realtor Magazine Online.

In your questionnaire, as in the example above from Realtor Magazine Online, you may want to first collect a client’s contact information. This way, you’ll have multiple ways of getting in touch with them. Then, you can ask things like “How long have you been looking to buy a home?

Additionally, you might include aspirational questions, inquiring about a client’s ‘ideal’ or ‘dream’ home like in the following buyer questionnaire example:

Example real estate buyer questionnaire from The Close website.

Ultimately, it’s best if your real estate client questionnaire is thorough without being overwhelming. It’s also important to note that it’s usually best to send a digital version of this document to people before you actually meet them in person. This way, you’ll be able to hit the ground running at their first appointment.

The Benefits of Using Real Estate Questionnaires

As we mentioned, there are plenty of benefits to using a real estate client questionnaire. Here are a few of them:

  • Allows you to actively listen in appointments, instead of frantically jotting down notes.
  • Likely boosts your perceived credibility.
  • Increases intimacy with customers.
  • May help speed up the buying or selling process.
  • Can help you gain insights on lead generation.

In addition to all of these benefits, creating and customizing a real estate client questionnaire is easy when you have the right tools. In fact, Jigglar includes several templates for this specific purpose.

How to Create and Customize Your Real Estate Client Questionnaire

Now that you know a bit more about the benefits of leveraging client questionnaires as a part of your real estate strategy, we’re going to show you how to create one! For this tutorial, you’ll need to sign up for a Jigglar account.

Step 1: Choose Your Questionnaire Template

As we discussed, Jigglar comes with a wide variety of ready-made templates which are specifically designed for real estate needs. From social media posts to infographics, we’ve got you covered.

To choose your real estate client questionnaire template, you can simply browse our Jigglar library:

Jigglar's real estate template library.

To speed things up, we’ve used the search function at the top of the screen to locate our pre-made questionnaires:

Jigglar's real estate client questionnaire templates.

As you can see, there are several options to choose from. For example, you might want to opt for a simple, five question template with plenty of space for detailed responses:

Jigglar's five-question client questionnaire.

Alternatively, you may prefer a lengthier, more detailed questionnaire that encourages briefer responses:

Jigglar's pre-listing form template.

Once you’ve decided on your real estate client questionnaire, simply hover over it and click on the OPEN button.

Step 2: Customize Your Questionnaire

The next step is to customize your client questionnaire. You may want to tweak each question to further showcase your personality and attention to detail.

Once you’re in the Jigglar editor, you can click on any element to open up the settings panel and begin modifying. For instance, if you want to transform a Pre-Listing Form into a Pre-Buyer Form, you can easily change each text box to do so:

Creating a custom pre-buyer form in the Jigglar editor.

Once you’re finished with your edits, make sure to save your work. In the above example, you can also easily swap in your own company logo where the placeholder sits in the upper left-hand corner.

Additionally, you might want to change certain aspects of a template’s appearance so that it better matches your visual brand. In that case, select the page element you want to modify. Then, click on SHAPE COLOR to choose a new hue:

Modifying a real estate template's color scheme in the Jigglar editor.

Be sure to click on Select after you’ve picked your color. For the sake of consistency, you’ll likely want to repeat this process for the remaining red elements in the template.

Now, if you haven’t already, hit Save followed by Save to “My Jiggles” and give your new custom template a descriptive name:

Saving a client questionnaire in Jigglar.

Then, select OK. Finally, you’re able to share your design by clicking on Share in the upper right-hand corner. Or, you can click on Download Jiggle in your left panel to choose your preferred method for saving your design:

Downloading a client questionnaire in Jigglar.

That’s it! Now you can use your real estate client questionnaire to elevate your business!


Buying or selling a property requires a major leap of faith. Therefore, your real estate clients may be nervous about starting this process.

Luckily, you can use a questionnaire to get to know the most important details about your future clients. This can help put them at ease and fast-track the entire buying or selling process. Plus, you can easily create a real estate client questionnaire using Jigglar templates. Then, you can modify each and every element of your questionnaire, such as questions, colors, and logo.

Are you ready to design your first real estate client questionnaire? Sign up for a Jigglar free trial today!

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