Seller Onboarding Questionnaire Template

**All products include tax**

Welcome to our Seller Onboarding Questionnaire!

This questionnaire ensures you fully understand your seller client’s needs, wants, and goals in their selling journey — so you can provide the best possible service and tailored listing, open houses, and showings.

Presenting this questionnaire at the initial stage of the selling journey helps you gather essential details and tailor your service approach to meet specific client needs.

Start focusing on client information. This template could help:

✅ enhance customer service quality – gather important details about the seller’s home and situation.
✅ ensure a tailored approach – adapt your service to meet each client’s unique selling requirements.
✅ give clients a voice – let them answer open and closed questions, ensuring their input is heard.
✅ avoid confusion – use a structured, step-by-step information-gathering process in a professional format.
✅ save time with pre-written questions – adjust only what you need to fit your brand, saving hours.

What’s inside the template:

12 professionally designed pages, including:

• Detailed Contact Questions
• Seller Background Questions
• Property Information Questions
• Financial/Budget Questions
• Open & Closed Type Questions
• Property Features Checklist
• Call to action + contact info + social media info – and more!

Twelve fully editable Canva pages packed with questions that you can quickly update to fit your brand, then print, present, or send digitally.

Your purchase includes an instructional video to guide you through customization.

Why realtors love this template:

✅ Provides a vital tool to gather seller-specific information.
✅ Supports personalized, effective client service.
✅ Uses a clear, easy-to-understand questionnaire format.
✅ Improves customer service by uncovering client needs, preferences, and priorities.
✅ Helps tailor listing suggestions and services to each seller.
✅ Refines property descriptions to match the target market.
✅ Demonstrates exceptional value through structured questions.
✅ Can be used digitally or in print.

Additional ways to use this template:

⭐ Leave behind a printed version after your property meeting for sellers to review.
⭐ Use it virtually on an iPad or as a paper copy.
⭐ Attach it to a follow-up email if the client hasn’t responded.
⭐ Present it as another form of professional communication.

Good to know items:

⭐ Works with the free version of Canva.
⭐ One-time purchase — reuse again and again.
⭐ No ongoing subscriptions or recurring fees.
⭐ Fully editable Canva template (fonts, colors, layout, images, sizing, questions, language).
⭐ Saves hours compared to creating a questionnaire from scratch.
⭐ Delivered instantly by email with template link + instructional video.
⭐ Can be emailed, printed, or presented from your iPad.
⭐ Realtors often buy this alongside the Buyer Onboarding Questionnaire.

🛒 Change prices to your local currency using the dropdown menu in the footer.
📩 This product may be a tax-deductible business expense — check with your accountant if unsure.

This is a digital product. All sales are final.