Real estate
Know what a caller wants before you call back.
The property template asks whether someone is selling, buying or wants a valuation, then asks only the property questions that apply.
The template
Property questions that change with the property.
Start from Property Valuation Request in Form Studio and edit any question. It also asks for a name, a phone number, the address and what the person needs.
Property Valuation Request
- Property Type
- I am interested in
- Square FootageWhen Property Type is not “Vacant Land”
- BedroomsWhen Property Type is “Single Family Home” or “Condo/Townhouse” or “Multi-Family (2-4 units)”
- BathroomsWhen Property Type is “Single Family Home” or “Condo/Townhouse” or “Multi-Family (2-4 units)”
- Number of UnitsWhen Property Type is “Multi-Family (2-4 units)”
- Year BuiltWhen Property Type is not “Vacant Land”
- Lot Size (acres)When Property Type is “Single Family Home” or “Multi-Family (2-4 units)” or “Vacant Land”
- ZoningWhen Property Type is “Vacant Land” or “Commercial”
- HOA Fees ($/month)When Property Type is “Condo/Townhouse”
- Estimated Value RangeWorked out from the answers
- When are you looking to sell?When I am interested in is “Selling my property”
- I am pre-approved for a mortgageWhen I am interested in is “Buying this property”
Example setup
One form for each kind of request.
- Buyer inquiries
- Coverage escalationReaches the agent on duty, then the next.
- Seller and valuation leads
- Fixed contactsTells your listing team.
- General questions
- Log onlyKept on the dashboard for your front desk.
Each form chooses its own response. Change any of them at any time.
Real estate
Questions, answered.
Can buyer calls go to whoever is on duty?
Yes. Put your agents on a coverage schedule and give the buyer form coverage escalation. The agent on duty is texted and called first.
Can a brokerage keep each office separate?
Yes. Add each office as a location, or run each brokerage as its own client account so people and requests never mix.
Does it ask about financing?
Yes. For buyers the template asks whether they are pre-approved for a mortgage.
Guides
Setting up an on-call rotation
List who covers each location, choose the order and timing, name a backup and an escalation owner, and publish the rotation weeks ahead.
One form for every channel
Write your questions once. One intake form can run an AI voice agent, a text message agent, a web form and a website widget, set up in under five minutes.