What is the buyer requirements questionnaire form template?
Sending buyers properties that don't fit wastes everyone's time. This questionnaire gets the details that matter up front: who the buyer is and whether they have a home to sell, the areas they're considering, property types, minimum bedrooms and bathrooms, must-haves, how much work they'd take on, where they need to be close to, and their deal-breakers.
It then covers the money — a budget range, how they'll pay, and whether they have a mortgage approval in principle, with the lender and amount if they do. Buyers who haven't applied yet are asked whether they'd like an introduction to a mortgage adviser. The last page records timing, viewing availability, how they'd like properties sent, and whether they're working with another agent.
Each response becomes a PDF in your FileIt vault — a clear buyer profile to match against new listings.
- Best for
- Estate agents, realtors, buyer's agents and new-home sales teams
- Filled in by
- The buyer (one response per household)
- Time to complete
- About 5–6 minutes
- Includes
- Search criteria, must-haves, budget, finance position, timeline, contact consent
Who uses a buyer requirements questionnaire form?
- A realtor registering new buyers from portal enquiries
- A buyer's agent running a detailed discovery before starting a search
- An estate agency qualifying buyers before booking viewings
- A new-homes developer capturing requirements at a sales office
- A relocation agent collecting a family's must-haves before they arrive in the area
- An agent re-registering buyers whose search has gone quiet
Questions on this buyer requirements questionnaire form
27 questions over 4 pages · includes conditional questions, multiple pages, consent checkbox.
1 About you
- Your name*
- Email*
- Phone*
- Which best describes you?* First-time buyer · Moving home · Buying to let / investing · Relocating to the area · Buying a second home
- Your current home Renting · Own — need to sell before buying · Own — sale agreed or already sold · Own — keeping it · Living with family
- Who will live in the new home?
2 What you're looking for
- Areas, towns or neighbourhoods you're considering*
- Property types* Detached house · Semi-detached · Terraced / townhouse · Apartment / condo · Bungalow · New build · Land or plot
- Minimum bedrooms*
- Minimum bathrooms
- Must-haves Garden / yard · Off-street parking · Garage · Home office space · En-suite · Single-storey living · Near good schools · Near public transport · Quiet street · Move-in ready (no work needed)
- Would you consider a property that needs work? No — move-in ready only · Cosmetic updates only · Yes, including major renovation
- Places you need to be close to
- Deal-breakers
3 Budget & finance
- Budget from
- Budget up to*
- How will you pay?* Cash buyer · Mortgage — approved in principle / pre-approved · Mortgage — not yet applied · Other
- Lender or broker asked only when it applies
- Amount approved asked only when it applies
- Would you like an introduction to a mortgage adviser? asked only when it applies
- Deposit / down payment available
4 Timing & contact
- When do you want to move?* As soon as possible · Within 3 months · Within 6 months · Within a year · Just looking for now
- When can you view properties? Weekdays, daytime · Weekday evenings · Weekends · Virtual viewings
- How should we send you properties? Email · Text · Phone call
- Are you working with another agent?
- Anything else we should know?
- Keeping in touch*
The buyer requirements questionnaire form, page by page
1 About you
Name, email and phone, Which best describes you? (first-time buyer, moving home, investor, relocating or second home), Your current home — including whether they need to sell first — and who will live in the new home.
2 What you're looking for
Areas you're considering, Property types, Minimum bedrooms and bathrooms, a Must-haves checklist with room for others, whether they'd take on a property that needs work, places they need to be close to, and Deal-breakers.
3 Budget & finance
Budget from and Budget up to, How will you pay? — pre-approved buyers are asked for the lender and amount approved, and those who haven't applied yet are asked whether they'd like an introduction to a mortgage adviser — and the deposit or down payment available.
4 Timing & contact
When do you want to move?, when they can view, how they'd like properties sent, whether they're working with another agent, other notes, and consent to be contacted about matching properties.
Make the template yours
- Change the currency on the budget and deposit fields
- Tailor the property types and must-haves to your market — condos, acreage, waterfront
- Remove the mortgage adviser question if you don't make introductions
- Add a proof-of-funds upload for buyers you need to verify before viewings
- File responses in a buyers folder and notify the agent who'll handle the search
- Replace the consent statement with your agency's own marketing wording
Tips for a better buyer requirements questionnaire form
- Ask for the budget up to figure as a required answer — it's the fastest filter you have
- Check a buyer's finance position before arranging lots of viewings
- Read the deal-breakers carefully; they rule out more properties than the must-haves rule in
- Update the buyer's profile after every few viewings — requirements often change
- Buyers who still need to sell are in a chain, so plan for longer timelines
Every response becomes a PDF in your vault
When the buyer submits, FileIt saves a PDF of their requirements — search criteria, budget, finance, timing and consent — in your chosen folder and emails you. The buyer can get their own copy.
Agents typically use the profile to shortlist properties and book viewings. FileIt doesn't match listings automatically, so the PDF is your reference when new homes come on.
- Start from this template. It opens in the FileIt Forms designer — change any question, add pages, set the rules for when questions appear.
- Share it. Turn on a public link, or send it to people by email, each with their own link. They don’t need a FileIt account.
- Get the answers as PDFs. Each response is saved as a PDF in the vault folder you choose, with uploaded files attached — and listed in a Responses table you can export to CSV.
Buyer requirements questionnaire form: frequently asked questions
Is this buyer questionnaire free?
Yes. It's a starter template in FileIt's Forms app on every plan, and fully editable.
Do buyers need a FileIt account?
No. They fill it in from a link or an emailed request.
Does FileIt match buyers to listings?
No. The form collects requirements and saves them as a PDF for your team to work from.
Can I ask for proof of funds?
Not by default, but you can add a file upload question in the designer.
Does it check a buyer's mortgage status?
No. It records what the buyer tells you about their finance position; verification is up to you.
Can couples fill it in together?
Yes — one response per household works best, with the household described on the first page.