When should I survey a real estate client?

At three moments: after the viewing, when the purchase or rental is closed, and a few months after handover. Each one tells you something different about your service.

Can I use a survey to qualify leads?

Yes. A short form with budget, area, timeline and payment method helps you decide who to call first. You can share it by link in your listings or by WhatsApp.

How do I compare service across agents?

Add a question with the name of the agent who served the client. That way you see each agent’s results and spot good practices the rest can copy.

Does it work for developers with projects on sale?

Yes. You can place a QR code in the sales room or the show apartment and ask what visitors thought of the project, the price and the location.

How much does it cost?

SurvIQ has a free plan with ready-made templates, and clients answer from their phone without creating an account.

All industries

Surveys for real estate agencies and developers

In real estate, each client goes through several stages: first contact, viewings, negotiation and signing. A survey at each stage shows you where you lose prospects and what buyers and tenants value. It works for agencies, brokers and developers. You share the survey by link, WhatsApp, email or QR code, people answer from their phone without creating an account, and you see the results in real-time charts.

What to measure

Agent service

Whether the agent replied quickly, understood what the client was looking for and explained things clearly.

Viewings

Whether the property matched the listing, punctuality and the information given during the viewing.

Lead qualification

Budget, area, timeline and payment method, so you know who to prioritize.

Buying or renting process

How clear the paperwork, documents and timelines were up to signing or handover.

Post-sale satisfaction

How the client feels about the property and the support they received months later.

Recommendation

Whether they would recommend you, since many new clients come through referrals.

Example questions

1.How would you rate the service from your agent?
2.The agent understood what you were looking for.
3.Did the property you visited match what you saw in the listing?
4.What is your approximate budget?
5.When are you planning to buy or rent?
6.How clear was the signing and paperwork process?
7.How likely are you to recommend us to a friend or family member?
8.What could we have done better?

More questions: Customer satisfaction More questions: Post-purchase survey More questions: Market research

How to get responses

A link by WhatsApp on the day of the viewing, sent by the agent or the office.
A QR code at the office, on the property sign or in a project’s sales room.
A form linked in your listings to qualify leads before booking viewings.
An email after signing or key handover, and another one a few months later.

Templates to start with

Customer satisfactionMeasure how happy customers are and what to improve.See template Net Promoter Score (NPS)Find out how likely people are to recommend you.See template After a purchaseLearn how the buying experience went, from search to delivery.See template Contact formReceive inquiries from your website or social media.See template

Free tools

NPS calculatorGet your Net Promoter Score from promoters, passives and detractors.CSAT calculatorShare of satisfied customers and average score on a 1 to 5 scale.Importance-satisfaction matrixFind out what to improve first based on what matters most to your customers.Van Westendorp calculatorFind your acceptable price range with 4 questions to your customers.Survey QR code generatorTurn your survey link into a QR code to print or put on screen.

Tips

Send the viewing survey the same day. By the next day the client has seen other properties and mixes them up.
Include the agent’s or property’s name as an option in the survey, to compare results across agents and projects.
To qualify leads, ask only what you need: budget, area, timeline and payment method. More questions mean fewer people answer.
Keep buyers and tenants apart. Their concerns are different and are better looked at separately.
Ask about recommendation after handover, not before: that is when the client has been through the whole process.

Frequently asked questions

When should I survey a real estate client?: At three moments: after the viewing, when the purchase or rental is closed, and a few months after handover. Each one tells you something different about your service.
Can I use a survey to qualify leads?: Yes. A short form with budget, area, timeline and payment method helps you decide who to call first. You can share it by link in your listings or by WhatsApp.
How do I compare service across agents?: Add a question with the name of the agent who served the client. That way you see each agent’s results and spot good practices the rest can copy.
Does it work for developers with projects on sale?: Yes. You can place a QR code in the sales room or the show apartment and ask what visitors thought of the project, the price and the location.
How much does it cost?: SurvIQ has a free plan with ready-made templates, and clients answer from their phone without creating an account.

Create your survey for free

Start from a template or from scratch, share it with a link, WhatsApp or a QR code and see the results in real time. The Free plan is free forever.

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Other industries

RestaurantsSurveys for restaurants, cafés and bars: food, service, atmosphere and wait times.Retail storesSurveys to find out what your customers think about shopping, service, products, delivery and prices.Hotels and lodgingSurveys to find out what your guests think about check-in, the room, cleanliness and breakfast.GymsSurveys for gyms and studios: member satisfaction, classes, trainers, facilities and cancellations.