Buyer Leads guide

The real estate buyer questionnaire: what to ask, and how

A good buyer questionnaire saves both of you a first call of discovery questions. It should take a few minutes, feel helpful rather than intrusive, and give the buyer something back.

Updated October 2026

The core questions

  1. Timeline: When would you ideally like to move? (Within 3 months / 3–6 months / 6–12 months / Just exploring)
  2. Financing: Where are you with financing? (Pre-approved / Speaking with a lender / Cash / Not started)
  3. Budget: Which range best reflects your search? Include "prefer to discuss privately".
  4. Motivation: What's driving the move? (More space, relocation, lifestyle change, investment, first home…)
  5. Property type: Single-family, townhome, condo, new development…
  6. Priorities: Choose up to three — location, space and layout, commute, outdoor living, architecture, privacy.
  7. Progress: Have you viewed properties yet?
  8. Agent status: Are you working with another agent?

Wording tips

  • Offer ranges instead of exact numbers.
  • Always include "prefer to discuss privately" for money questions.
  • Don't ask about protected characteristics — family status, religion, national origin and similar — and don't infer them.
  • Ask for contact details last.

Give something back

Show the buyer a short summary of what they told you, a readiness snapshot, or — for a specific listing — how well that home matches their priorities. Read about the buyer readiness score.

Use the answers

  • Timeline and financing tell you urgency.
  • Priorities tell you which homes to show and which features to mention.
  • Agent status tells you whether to proceed at all.

Ready-made and connected to your listings

BuyerIQ uses these questions by default, collects explicit consent, and turns each response into a readiness report and call brief — attached to the listing the buyer came from. See also qualifying buyers with a consultation questionnaire.

Frequently asked questions

What questions should I ask a home buyer?

Timeline, financing stage, budget range, motivation, property type, top priorities, how far along they are, and whether they're working with another agent.

Should I send a buyer questionnaire before the first meeting?

Yes — it makes the first conversation about their needs rather than basic discovery.

What should I avoid asking?

Anything about protected characteristics such as familial status, religion or national origin.

Turn listing traffic into qualified buyer leads.

Add a Match Score to every post, flyer and property page. Buyers who opt in arrive with timeline, priorities and readiness.