Connect relocating individuals and families with the housing and community resources they need. This inquiry form captures move date, origin and destination, housing preference, budget, and specific services needed — giving relocation specialists and real estate agents everything required to start a personalized relocation plan.
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A relocation assistance inquiry form is the starting point for one of the most complex and time-sensitive real estate engagements — helping someone move their entire life to a new city. The stakes are high on both sides: the relocating person is under pressure to find housing quickly, and the real estate professional has a limited window to demonstrate value before the client finds another agent through their employer's relocation program.
The services needed checkbox is what separates this form from a simple lead capture. By letting people select which aspects of relocation they need help with — home search, temporary housing, school information, neighborhood orientation — you immediately understand the scope of the engagement and which resources to activate first. A family with school-age children who selects 'school information' as a top need is telling you exactly how to open your first conversation.
formformform makes this form easy to deploy on a real estate team's website, share with HR departments at major employers, or link to from LinkedIn. For relocation specialists who work with multiple employers in a metro area, a single form serves as the universal intake point for all inbound relo inquiries — organized in one dashboard, exportable to your CRM, and backed by instant email notifications so no time-sensitive lead falls through the cracks.
Use your own copy to change labels, remove questions and add the details you need. Try the preview alongside this guide to see what respondents will be asked.
Review the starting questions and choices. You can change them in your own copy.
Samantha Brooks
samantha@email.com
(555) 444-5566
Austin, TX
Seattle, WA
3
Acme Corporation — leave blank if personal relocation
Suggested uses, and why this starting point can help. Adapt the questions to your own process.
Get a useful brief before the first conversation. Written context helps you assess fit, prepare questions and decide what to discuss next. Review “Current City and State” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Destination City and State” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Target Move Date” in particular and adapt it to the detail you need.
Turn initial interest into information you can review. Use the answers to prepare a relevant follow-up and decide whether the opportunity fits your work. Review “Housing Type Needed” in particular and adapt it to the detail you need.
Use this as a starting point when you need the same essential information from each person. Review the questions against your process before sharing your copy. Review “Household Size (number of people)” in particular and adapt it to the detail you need.
Replace scattered requests with a consistent starting point. The answers help you understand the work, identify gaps and prepare a follow-up. Review “Budget Range” in particular and adapt it to the detail you need.
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Customize the services checkbox options to reflect your actual service offerings — remove services you don't provide.
Add a dropdown for 'Have you visited the destination city?' to gauge how much orientation support is needed.
Set notification emails to your relocation coordinator or the agent covering the destination market.
Share the form link with HR departments at local employers and embed it on your team's relocation services page.
Follow up with corporate clients to establish a bulk intake partnership where their HR team shares the link with all relocating employees.
HR departments and relocation management companies have SLA expectations for response time; meeting or beating them is how you win repeat business.
corporate relocation clients often come with a relocation allowance or third-party relocation company involved; knowing this changes the financial and logistical scope of the engagement.
someone moving in 3 weeks needs immediate property searches while someone moving in 4 months can be nurtured more gradually.
school districts are one of the top drivers of neighborhood selection for families with children; leading with school data builds trust faster than any property listing.
buyers and renters who arrive in a new city without housing locked in are under enormous pressure; having a corporate housing or short-term rental partner to recommend immediately is a competitive differentiator.
relocation clients who have a great experience become the most valuable referral source in a new city; a structured follow-up at 30 and 90 days post-move generates significant referral business.
Captures employer name, relocation allowance status, and family size for HR-coordinated employee moves to a new city or region.
Gathers report date, VA loan eligibility, and on-base vs. off-base housing preference for military permanent change of station moves.
Collects origin city, target neighborhood lifestyle preferences, and rental vs. buy decision for remote workers relocating for cost-of-living reasons.
Captures university or institution name, start date, and proximity-to-campus preference for professors or researchers relocating for academic positions.
Gathers retirement community interest, proximity to healthcare, and climate preferences for retirees downsizing or moving to a warmer market.
Collects country of origin, visa status, preferred neighborhood, and local school requirements for foreign nationals relocating for work or family.
Captures school district priority, childcare access needs, and commute distance requirements for single parents relocating for work.
Gathers employer name, remote or in-office status, and target neighborhood for tech workers relocating to major tech hub cities.
Collects current home size, target smaller home or condo type, and 55+ community interest for empty nesters downsizing in a new market.
Captures current lease end date, reason for relocation, and urgency level for renters seeking housing in a new city before their current lease ends.
Gathers hospital or practice name, start date, and shift schedule to find housing with appropriate commute times for traveling or relocating nurses and physicians.
Collects first job location, roommate preference, and budget range for recent graduates moving to a new city for their first professional role.
The earlier the better — ideally 60-90 days before your move date. This gives time to find and close on a home if you're buying, or secure the right rental without settling for whatever's available at the last minute.
Yes. The housing type dropdown separates buy vs. rent inquiries, and the budget range options cover both scenarios so your team can route the inquiry to the right specialist immediately.
Yes, and it's especially helpful. The employer field lets your team coordinate directly with your company's relocation management company if one is involved, and the services field helps identify what's covered by your package vs. what you need help with separately.
This template is designed for domestic US moves. For international relocations, you'd want to add fields for visa status, country of origin, and currency of transaction — all easily added in the formformform editor.
This depends on the relocation specialist or real estate team you work with — this form includes 'School information and enrollment' as a service option so the person reviewing your inquiry knows to prioritize that resource for you.
Capture buyer preferences, budget, and timeline to match clients with the right properties.
Capture buyer and seller leads with property type, budget, and timeline.
Let interested buyers request property showings with their schedule and buyer status.
Screen tenants on identity, occupants, income, tenancy history and consent.
Let tenants report maintenance issues with full details so your team can respond fast.
Document unit condition at move-in to protect both tenant and landlord from deposit disputes.
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