Real Estate Surveys: Questions To Ask Before Showing a Property

Showing properties goes beyond opening the door and describing the rooms. For it to be a well performed task, it requires a strategy and knowing what the client is really looking for. You have to know what their needs and desires are, learn their real budget and if they will be able to count on financing. To carry out this analysis work, the method can be very basic and practical: Real Estate Surveys.

Effective Real Estate Surveys Will Change the Game for Real Estate Agents

Some real estate agents choose to show all types of properties to all types of clients, without adjusting to their specific situation, which ends up wasting time and money, and can also end with the patience of the potential buyer.

It is, according to the experts, a big mistake. Much better to select with caution and show only what can really fit. But, what would be the basic questions that every real estate agent should ask before launching to show houses?

What should you put on your real estate surveys before handling them to your clients?

Gathering as many quality information as possible is the best practice for real estate agents, this way, the potential client will feel safe and ready to make a purchase. The right set of questions help the agent showcase their knowledge and expertise.

Real Estate Survey Questions

1. Do you want to rent or buy? – The most important question in your Real Estate Surveys.

It is a basic question, because it defines which of the two markets to look at. While answering this question, make sure to be casual about it, you don’t want to sound judgemental or invasive. We recommend handling them written, so the prospect can feel safer. Try our real estate survey template for free.

2. What type of property are you looking for?

It is essential to know the type of apartment or house that the client wants: dimensions, neighborhood, common areas, orientation, etc. Beyond the general description, it is interesting to ask about the three or four elements that are essential for them: this will help to limit the visits. Remember to add all the additional information you can work with to create better real estate surveys.

3. Who will live in that house?

How many people make up the family unit? Are there children? Elder people? Which age? Knowing these details will help you understand the space and services needed in the area that may be of most interest to the client.

4. What is your budget?

 Often, clients have not realistically estimated the prices of a property in certain areas. Everyone wants to find an opportunity, but it is important that they are aware of both the price range of what they are looking for and the added expenses that they will have to face for the acquisition of a property. Make sure to ask about their money income respectfully, you can follow our guide to survey questions to make it even better. 

5 . Will they ask for financing?

If you are going to apply for a mortgage, it is important to know the income of the family unit and to be clear that most banks grant a maximum of 80% of the property’s value. This way you can more accurately calculate what real price they can afford. Always make the right questions to avoid unpleasant surprises in the future.

6. What would you do if we found the right house today?

Knowing if the client is really determined to buy or if he is only beginning to test the waters, you need to know the range of possibilities that you might face, to define the right strategy in each case.

Collecting all this information and analyzing the responses obtained from your real estate surveys, far from wasting time, will help you enormously to save time, money and, above all, to provide a useful and efficient service. All clients deserve quality.

The best way to create effective Real Estate Surveys is by planning ahead. Find the right survey software to achieve your goals. In QuestionPro we can offer survey software trusted by the world’s best companies.