Conversational form

Buyer enquiry form for a real estate agency, one question at a time

A buyer enquiry form earns its place when it can rank a caller against a listing before anyone picks up the phone. This one asks for the suburbs, the budget band and where the finance is up to, which are the three answers that decide whether a buyer hears about a property early or reads about the sale afterwards.

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Top of the buyer enquiry form for a real estate agency, one question at a time example
The top of the form as it renders. The image was generated for this example.

The form itself

The first screen of the form. A conversational form shows one question per screen, so the remaining screens are listed in the field table below. Nothing here can be filled in or submitted, so read it as a reference and build your own from the button above.

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Which suburbs are you looking in? *

Pick everything you would seriously inspect. Buyers who name one suburb wait an average of three months longer than buyers who name four, because stock in any single suburb is thin.

↵Enter

Every field, and what it collects

The complete field list, in the order respondents meet it.

Which suburbs are you looking in?Multiple choiceRequired
Pick everything you would seriously inspect. Buyers who name one suburb wait an average of three months longer than buyers who name four, because stock in any single suburb is thin.
Options: Marrickville · Dulwich Hill · Summer Hill · Ashfield · Haberfield · Leichhardt · Petersham · Stanmore · Croydon · Burwood · Anywhere on the inner west line
What is your budget?Single choiceRequired
The number you can actually settle on, not the number in the search filter. Agents quote guides against this, and a band that is too low quietly removes you from the callbacks.
Options: Under $900,000 · $900,000 to $1.1 million · $1.1 to $1.3 million · $1.3 to $1.6 million · $1.6 to $2 million · Over $2 million · Depends on the property, happy to discuss
What sort of property?Multiple choiceRequired
Options: Freestanding house · Semi or terrace · Townhouse · Apartment, two bedrooms or more · Studio or one bedroom · Duplex or dual occupancy · Land or a knockdown rebuild
How many bedrooms do you need?NumberRequired
The minimum you would accept rather than the ideal. A study that could take a bed counts, and the agent will ask about that on the call.
Which of these would make you inspect?Multiple choice
Nothing here is required. It is the list an agent scans before phoning about an off market listing, so the more honest it is the fewer pointless calls you get.
Options: Off street parking · A real backyard rather than a courtyard · A second bathroom · A separate study or work space · Walking distance to a station · Strata that allows pets · North facing living · Nothing structural to do for five years · A renovation I can add value to
Where are you up to with finance?Single choiceRequired
This is the question that decides whether a vendor takes your offer seriously before an auction. There is no wrong answer at this stage, and an agent can point you at a broker.
Options: Formal pre approval in writing · Applied, waiting on the lender · Talking to a broker or bank now · Buying with cash, no finance needed · Selling first, then buying · Not started yet
When would you like to have bought?Single choiceRequired
Options: I would buy the right one this weekend · Within one to three months · Three to six months · Six to twelve months · Watching the market, no deadline
Which of these describes you?Single choiceRequired
First home buyers in New South Wales may be eligible for a stamp duty exemption or concession below certain price thresholds, and that changes what a given budget can actually reach. The agent raises it on the call if it applies.
Options: First home buyer · Upsizing from the place I own · Downsizing · Buying an investment property · Relocating to Sydney · Buying for a family member
How would you like to hear from us?Multiple choiceRequired
Australian spam rules mean marketing messages need your consent and an easy way out, so this is asked properly rather than assumed. Every alert carries an unsubscribe line.
Options: Saturday inspection alerts by email · A text when something matches before it is advertised · A weekly digest of new listings · Auction results for the suburbs above · A call from an agent, nothing automated
Who should the agent ask for?ProfileRequired

What each screen of this enquiry asks, in order

Screen one takes the suburbs as a tick list rather than a text box, because a list can be matched against a listing and a sentence cannot. Screen two takes the budget as a band, with a final option for buyers who would stretch for the right property. Screen three takes the property types and screen four the minimum bedroom count, described as the minimum rather than the ideal so the number is usable. Screen five is the optional feature list an agent scans before making an off market call. Screen six is the finance question, which is the single most useful answer on the form. Screen seven is the timeline, screen eight is the buyer situation, from first home buyer to investor, and screen nine asks how the person wants to be contacted, as separate choices rather than one blanket yes. The last screen is a profile block taking name, email and mobile together.

The Australian pieces on this form

Two screens are written for an Australian market. The buyer situation screen names the first home buyer because New South Wales offers stamp duty exemptions and concessions below published price thresholds, which changes what a given budget can actually reach and is worth raising on the first call rather than at contract. The contact screen exists because Australian spam rules require consent, an accurate sender and a working unsubscribe on commercial electronic messages, so an agency that collects a tick for inspection alerts and a separate tick for texts has an auditable record of what was agreed.

How to adapt this form

An agency that also does property management can fork this into a tenant enquiry by swapping the budget bands for a weekly rent range, the finance screen for employment and rental history, and the buyer situation screen for a lease start date. A commercial agency replaces bedrooms with floor area in square metres and the feature list with zoning, loading access, parking bays and three phase power. An agency working one suburb at a time can cut the suburb screen entirely and start with the budget, which shortens the form to nine screens, although it loses the cross suburb matching that makes the off market call possible in the first place.

What makes this form work

Finance status is one tap, six honest answers

Formal pre approval in writing, applied and waiting, talking to a broker, cash, selling first, and not started. Vendors weigh offers by exactly this, so asking it in the enquiry rather than at the open home is what lets an agent match a buyer to a campaign stage.

Ten named suburbs beat one free text box

The suburb list is a tick list, and the help text says buyers who name four suburbs wait months less than buyers who name one. The result is a structured field the agency can match against a listing the day it comes in, rather than a sentence somebody has to read and interpret.

Contact preferences are asked as five separate choices

Saturday alerts, a text before advertising, a weekly digest, auction results, and a call from a person. Each is its own tick, which is both what Australian spam rules expect and the reason the first alert does not get unsubscribed.

Questions people ask

Why ask for suburbs as a tick list instead of a text field?

Because the answer has to be matched against listings. A tick list gives the agency eleven known values it can filter on, while a sentence like anywhere close to the city has to be read by a person and interpreted. The list also nudges buyers to name four suburbs rather than one, which is what actually shortens a search.

Can the form send the enquiry straight into a CRM?

A webhook add-on posts the submission once as JSON, keyed by field label and by field id, with a ten second timeout and no retry. That is enough for a CRM that accepts an inbound hook. It is one delivery attempt, so an agency should still treat the stored responses as the record of truth.

Does the bedrooms screen stop somebody typing a silly number?

No. A conversational number question renders without a minimum or a maximum, so nothing is blocked while the person types and the range is only checked when the form is submitted. That is why the question asks for the minimum acceptable and explains what counts, rather than relying on validation.

Why is contact consent a separate screen?

Because consent that is buried in a footer is not consent. Listing the channels as separate ticks, including a call from an agent and nothing automated, lets a buyer say yes to one and no to another, and gives the agency a dated record of exactly what was agreed. It also cuts the unsubscribe rate on the first alert.

Should the budget question be optional?

It can be, but this form keeps it required and adds an escape option that says it depends on the property. Buyers who skip a budget question are the hardest to help, and the escape option gets an answer from the ones who genuinely do not know while keeping the field usable for everyone else.

What happens to buyers who are still selling first?

They pick that option on the finance screen and the agency knows to talk about timing and settlement terms rather than about auctions this Saturday. It is one of six answers written from real buyer situations, and naming it stops those buyers being filed as unqualified when they are simply sequenced differently.

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Sources

Written and checked by the OneCraft team. Last checked .