Real estate & financial services templates
Lead qualification, prequalification, and intake forms for realtors, lenders, and financial advisors.
11 templates
What's most important to you in your next home*?
Home Buyer Questionnaire Template
Go beyond price range and beds/baths. Learn their dealbreakers, lifestyle needs, and timeline — so you only show homes they’ll actually buy.
Used 1,700+ times
Are you looking to buy, sell, or both*?
Real Estate Lead Capture Form Template
Capture higher-quality real estate leads with personalized conversations that adapt to buyer preferences and seller situations in real-time.
Used 2,341+ times
Are you looking to purchase or refinance*?
Mortgage Prequalification Form Template
Learn income sources, urgency, and timeline before a loan officer picks up the phone. Serious borrowers get fast-tracked — with the context to close quickly.
Used 1,600+ times
When are you looking to move in*?
Rental Application Form Template
Replace lengthy paper applications with smart conversations that adjust questions based on tenant responses and property requirements.
Used 2,328+ times
How responsive has management been to your maintenance requests*?
Tenant Satisfaction Survey Template
Gather honest tenant feedback through natural conversation to identify maintenance issues, improve retention, and enhance property management decisions.
Used 808+ times
What's the primary financial goal you're working toward?
Financial Services Intake Form Template
Qualify prospects for mortgage, wealth management, and advisory services based on goals, timeline, and eligibility — without a discovery call.
Used 1,500+ times
What's prompting you to look at new coverage right now*?
Insurance Quote Form Template
Go beyond policy type and coverage amount. Capture why they’re shopping, what happened with their last carrier, and what actually matters — so your team can quote with confidence.
Used 1,800+ times
Any major changes to your financial situation this year?
Tax Preparation Intake Form Template
Streamline client onboarding with an intelligent intake that adjusts questions based on tax situation, reducing back-and-forth and incomplete submissions.
Used 1,585+ times
How are you currently managing your books?
Bookkeeping Client Intake Form Template
Convert bookkeeping prospects faster by collecting business details, accounting history, and service needs through guided conversation instead of overwhelming forms.
Used 1,528+ times
What type of claim are you trying to understand coverage for?
Insurance Coverage Explainer Template
Transform complex policy language into clear explanations that match each client's understanding level and coverage needs.
Used 1,555+ times
What financial topic feels most confusing right now?
Financial Literacy Advocate Template
Turn financial literacy education into personalized conversations that adapt to each client's knowledge level and financial situation.
Used 886+ times