Buyer Onboarding Questionnaire Template

**All products include tax**

Welcome to our Buyer Onboarding Questionnaire!

This questionnaire helps to ensure you understand your buyer client's needs, wants, and goals in their buying journey so you can provide them with the best possible realtor service experience and tailored home viewings.

Presenting this questionnaire to your buyer clients at the initial stage of their buying journey will help you obtain further information about them and assist you in tailoring your customer service approach to meet their specific home buying needs.

Start focusing on client buyer information.  This template could help:

✅ enhance customer service quality – presenting this questionnaire to buyer clients will help you obtain further information about your buyer client(s)
✅ ensure a tailored approach to buying – it will help you tailor your buyer client service approach to meet their specific buying requirements
✅ give buyers clients a voice – provides buyer clients with a list of open and closed type questions for them to answer and provide their voice in a questionnaire directed format
✅ avoid confusion – this buyer questionnaire provides yet another detailed process in your realtor client buyer journey. It provides a step-by-step information gathering approach in a professional questionnaire format
✅ assist you with pre-written open & closed questions – allows you to save valuable time as all you need to do is adjust the questions in the questionnaire, if need, to you and your brand, saving you hours

What’s inside the template:

11 professionally designed pages, including:

• Detailed Contact Questions
• Detailed Buyer Questions
• Detail of Property Search Questions
• Financial/Budget Information
• Property Search Open-Ended Questions
• Detailed features Wanted Checklist
• A call to action + contact info + social media info – and more!

Eleven fully editable Canva pages that include tons of open and closed-ended questions that can be updated in no time at all by you to your realtor brand, then printed, shown, or sent.

Your purchase comes with an instructional video from us to show you how to customize this template to you and your realtor brand.

Why realtors love this template:

✅ offers realtors a vital tool to gather essential information about homebuyer
✅ helps realtors to offer personalized and effective service
✅ the questionnaire format is straightforward and easy to understand
✅ improves customer service by providing realtors with an even greater understanding of their clients’ specific needs, preferences, and priorities
✅ allows realtors to tailor their property suggestions and services accordingly
✅ helps realtors narrow down property listings to those that match the buyer's criteria, saving time and effort
✅ helps you to deliver exceptional value to your client based on the answers to their questions
✅ can be used digitally or printed

Additional ways to use this template:

✅ leave behind a printed version at the end of your property search question meeting so the buyer client can review it again if they want to after the meeting
✅ can use it virtually (on an iPad) or paper copy in hand
✅ can attach it to follow-up email if you have not heard back from the client as promised on answers to the questions
✅ use it as a way to encourage the client in another form of communication

Good to know items:

⭐ the template works with the free version of Canva
⭐ it is a one-time purchase that you can use again and again for different buyer clients
⭐ there are no ongoing subscriptions nor recurring fees
⭐ the template is a fully editable Canva template – you can edit fonts, colours, layout, images, sizing, questions, and even language by drag and drop
⭐ it saves you hours in trying to DIY and figure out what to put in a questionnaire and how to create one
⭐ once purchased it is delivered instantly to your email account. In that email you will receive a link to the template and our instructional video
⭐ it can be emailed, printed or presented from your iPad – you choose what works best for you
⭐ realtors buy this template and the Seller Onboarding Questionnaire

🛒 Change prices to your local currency using the dropdown menu in the footer
📩 This product could most likely be a tax-deductible business expense, but we recommend you check with your accountant if you are unsure.

This is a digital product. All sales are final.