Form templates for real estate agents

Forms for real estate agents — open house sign-ins, buyer questionnaires, showing requests, seller disclosures and investor intake. Every template here is free, works on a phone at the front door of a listing, and can be edited in a few minutes.

106 use cases61 templates21 categories

Little of this happens at a desk. A weekend open house, a showing wedged between two others, an out-of-state buyer deciding off a virtual tour. A clipboard means retyping names on Monday; a QR code on the hall table means the follow-up list is done before you lock up.

The other half is handoff. What a buyer tells you at the door has to reach your lender, your photographer and the title company. Each submission fires a webhook or a Zap as it lands — one direction, into the tools you already run, with nothing syncing back.

92 forms real estate agents actually build

Each one starts from a template you can open and edit. Grouped by the kind of form it is.

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What real estate agents usually collect

Open house sign-ins

Visitor name, phone, buying timeframe, whether they already have an agent, and what they thought of the house. A broker's open swaps that for brokerage, MLS ID, and whether they have a buyer at this price.

Buyer search criteria

Budget, area, timeline — then the branch. School districts and down payment assistance for first-timers; HOA fees and pet policy for condo buyers; cap rate, ARV and hold period for investors. Logic hides the questions that do not apply.

Showing qualification details

Pre-approval status, financing method and a preferred weekend slot. Luxury showings add a proof-of-funds question before you hand over access; foreclosure and REO viewings add an as-is acknowledgement so nobody arrives expecting repairs.

Seller and listing paperwork

Property condition disclosure, and the update a seller files after an inspection turns something up. Photo consent covering MLS, portals and social. A photographer brief: room count, hero features, drone or twilight shots, and the listing deadline.

61 templates to start from

How to set one up

  1. 1

    Open the Real Estate Open House Sign-In Form and edit it the way you would a listing description — the address goes in the heading, and each field appears inline as you type the question.

  2. 2

    Add the branch you actually need: ask whether the visitor is working with an agent, and show the buyer questions or the broker-open fields based on the answer.

  3. 3

    Print the QR code for the entry table and keep the link on your phone, so a visitor who parks outside can sign in before they reach the door.

  4. 4

    Embed the matching Property Showing Request on each listing page with two lines of HTML, or run it as a slide-in over the photo gallery.

  5. 5

    Route each sign-in onward the same afternoon — a webhook or a Zap on submit puts it in your CRM — then filter Monday's responses by buying timeframe and work the list.

Frequently asked questions

Can I use this as an open house sign-in sheet on an iPad?

Yes. Put the QR code on the entry table and let visitors sign in on their own phone, or keep the link open on a tablet by the door and reload it between groups. Responses arrive as you go, so the list is already typed up when you lock the house at four.

Will these forms work on my IDX or MLS website?

The form embeds on any page where you can paste two lines of HTML, which covers most agent sites and IDX-powered listing pages, and the script is under 8kb gzipped so it will not slow a gallery-heavy page. It does not read MLS data, though — put the listing address in the form itself, or keep one copy per active listing.

Can I get a disclosure or a photo release signed through a form?

A form records typed agreement to terms through a checkbox, which is enough to log a homeowner's yes on listing photos or a headshot release. It is not an executed signature, so a property condition disclosure your state requires signed still goes through your transaction platform. Documents themselves are fine: a File Upload field takes the inspection report, the survey or the HOA packet, and you download it from the submission.

Can the same form work for buyer leads and seller leads?

Yes — that is what the branch on the Real Estate Agent Contact Form is for. One question up front, buyer or seller, then either price range, area and pre-approval status, or the property address, the reason for moving and the timeline. Sellers never see the buyer questions.

Is it free to run a separate form on every listing?

Yes, during early access: forms and responses are both unlimited. A sign-in sheet per open house, a showing request embedded on each listing page and a broker's-open version on top of that all cost the same as one form. Sign-in details are encrypted at rest and in transit, EU hosting is available, and the service is GDPR compliant.

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