Real estate & financial services templates

Lead qualification, prequalification, and intake forms for realtors, lenders, and financial advisors. Every template below runs a live demo you can try before you commit — 9 to choose from.

Customer feedback survey13 templates Employee feedback survey20 templates Product & research25 templates Marketing & brand research15 templates Sales & lead generation13 templates Event survey & registration12 templates Healthcare intake & survey20 templates Education survey & form17 templates Home services intake13 templates Insurance4 templates Nonprofit & community10 templates Professional services15 templates Customer experience7 templates

What's most important to you in your next home?

Qualify Home Buyers

Concierge agent · 1.7K uses

Are you looking to buy, sell, or both?

Real Estate Lead Capture Form

Concierge agent · 2.3K uses

Are you looking to purchase or refinance?

Prequalify Mortgage Borrowers

Concierge agent · 1.6K uses

When are you looking to move in?

Rental Application Form

Concierge agent · 2.3K uses

How responsive has management been to your maintenance requests?

Tenant Satisfaction Survey

Evaluator agent · 808 uses

What's the primary financial goal you're working toward?

Qualify Financial Clients

Concierge agent · 1.5K uses

Any major changes to your financial situation this year?

Tax Preparation Intake Form

Concierge agent · 1.6K uses

How are you currently managing your books?

Bookkeeping Client Intake Form

Concierge agent · 1.5K uses

What financial topic feels most confusing right now?

Financial Literacy Advocate

Advocate agent · 886 uses