Real Estate Buyer Consultation Questionnaire, Intake Form, Consultation Script

This is the ultimate tool for Chicago real estate agents who want to provide their buyer clients with informed, professional guidance from the very first conversation.

Our ✨ Buyer Questionnaire Canva Template ✨ makes it simple to gather all the essential details about your client’s goals, financing, and preferred neighborhoods — whether they’re searching for a sleek Wicker Park condo, a Logan Square bungalow, or a River North high-rise.

Use this modern, easy-to-customize form to streamline your buyer consultations, save time, and uncover what truly matters to each client. By learning their motivations, must-haves, and deal-breakers upfront, you can deliver a personalized home-buying experience that inspires trust and loyalty.

💡 Why You’ll Love It:

• 💻 Fully editable in Canva — no Pro account required

• 🏘️ Organized sections for:

  • 💰 Budget, financing, and timeline

  • 📍 Desired neighborhoods and property style

  • 🚗 Lifestyle needs (commute, pets, amenities, etc.)

  • 🏡 “Dream home” priorities vs. compromises

• 🧠 Professionally written prompts tailored for Chicago buyers

• 🖨️ Printable or digital — ideal for virtual consultations

🤝 How It Helps You Win More Clients:

This buyer intake form shows your clients that you’re detail-oriented, market-savvy, and committed to understanding their needs. That level of professionalism helps you build trust quickly and stand out in Chicago’s competitive market.

📦 What’s Included:

• 1️⃣ PDF with Canva template link

• 3️⃣ Modern layouts (8.5”x11”)