Real Estate Client Questionnaire

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Real Estate Client Questionnaire

Fully editable with custom branding. Send, print or embed online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Real Estate Client Questionnaire

Fully editable with custom branding. Send, print or embed online.

Real Estate Client Questionnaire

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

A real estate client questionnaire is a set of questions to ask a potential buyer regarding their wants and needs when looking for a new property. A well-written questionnaire helps real estate agents establish the rapport they need to forge relationships with their buyers and helps them find the right home at the right price. While you may be tempted to 'make it easier' and just call your clients to get all these details, a phone call may or may not give you the opportunity to influence your buyer's initial conversation in the desired direction.

Additionally, sending your clients a questionnaire before you set up an initial meeting will allow you to cover the essentials and prepare more in-depth questions for when you actually meet. It also creates a great opportunity for the buyer to consider what they actually want in the early stages of the buying process, helping you deliver a better service.

But what are the right questions to ask in your client questionnaire? Read on to find out.

Note: Want to save time and streamline your paperwork? Bonsai is your best bet. We offer a wide variety of administrative tools to help you easily create your professional documents. From client questionnaires, contracts, to real estate invoice templates and much more. Take your business to the next level, we've got your back! Try a 14-day free trial today.

What Questions Should Real Estate Agents Ask Potential Buyers?

The goal of your client questionnaire should be to cover all the bases and gather all the vital information while maintaining it reasonably short. You don't want to scare potential clients away with endless and uncomfortable questions. While the specific questions you decide to include in your questionnaire might vary depending on your niche and client, there's some basic information you must make sure to cover regardless.

Let's go over the main aspects you'll want to keep in mind when creating your own real estate buyer questionnaire.

Current Situation

You must assess your client's current situation, and how far along they are in the hunt for their ideal home. This is a great way to determine how serious they are about buying and can help you understand more about the reasons why they are looking to move. The motivations behind a prospective buyer's purchase, such as starting a family or welcoming a new member, will help you comprehend their demands and focus your search to satisfy them.

Here are some example questions to help you dig deeper.

- How long have you been looking for a property so far?

- What features of your current area are most significant to you?

- When must you relocate?

- Do you have to sell your current property in order to buy a new one?

- Are you currently working with any other brokers or agents in the real estate industry?

- Do you currently rent a place?

- Why are you looking to purchase a new property? (you want to rent out your own, use it as a vacation home, or it will be an investment property)

- What aspect of this move excites you the most?

Financial Situation

Inquiring about the buyer's financial situation will help clarify what they can afford, and how prepared they are to make an offer on a home. You don't want to put in all the work to find their perfect home only to realize it was all wasted time because they're not even pre-qualified for a loan yet. For this reason, you must gather this information as soon as you can.

Make sure to include the following questions in your buyer questionnaire.

- Please specify your price range.

- Do you have a set budget for your monthly payments?

- Have you already been pre-approved for a loan? If so, what amount are they prepared to loan?

- How much cash do you have available to put down on your new home?

- Do you have a budget set aside for renovations if the house needs them?

- Do you require help finding financing?

- Do you need down payment assistance?

Needs and Preferences

Here is where you will inquire about your client's wants and needs. You want to fully understand what are the important features and amenities, as well as the ideal location for their home and the lifestyle they hope to have in it. This will help you establish some structure for the home search by narrowing your focus to provide them with the most relevant listings.

Try including some of these questions to get into their needs in more detail.

- How many people, including you, will be relocating to the new home?

- Do you or any members of your family have any physical or medical issues that may necessitate special features in your home? If so, please specify the features needed.

- What size house do you think is ideal for you? (sq. ft)

- How many bedrooms and bathrooms are you looking for?

- Do you have children and/or pets? If so, how many?

- Do you need or want to live close to a certain school district? If so, which?

- What aspects of a home are most essential to you? (location, luxury details, open layout, charm, large-scale property, etc...)

- Are there any interior design styles you prefer?

- Has any house caught your eye so far? What did you like about it/them?

- Is it important to have an environmentally friendly or energy-efficient home?

- Please elaborate on the ideal neighborhood, town, or city in which you would like to live.


When clients are prompted to be honest about their expectations and pain points, you can also be open and honest as their real estate agent regarding what services you can provide. By learning about how your clients envision the home buying process you will be better prepared to fulfill their special requirements and help them find the right property.

Use the following questions to find out more about

- How did you find out about us?

- What qualities do you seek in a real estate agent?

- Have you ever purchased a property? What did you like and dislike about the experience?

- What type of house would you purchase if price wasn't an issue?

- At what time of the day/week are you typically available?

- If you can't find what you're looking for, what is plan "B"?

- Do you have anything to add, such as particular requirements?

Create the Perfect Real Estate Buyer Questionnaire With Bonsai

Now that you're ready to create your own real estate questionnaire, make it simple by using Bonsai's custom form builder. We help you easily draft a professional questionnaire that you can send as an online form via email, URL link, or even have it embedded into your business website to get more leads. Our forms are fully customizable, allowing you to add as many questions as you need, select your preferred answer format and even add your branding elements to make it unique and recognizable for your clients.

But why stop there? Bonsai's all-in-one product suite has everything you need to take your business to the next level. From client onboarding features such as intake questionnaires, proposals and contracts, to invoicing, payments, accounting and a complete tax software, we help streamline your processes end-to-end. Start your 7-day free trial today and see for yourself!

Frequently Asked Questions
Questions about this template.

What is a questionnaire in real estate?

It is a set of questions given by a real estate agent to help them understand your housing preferences and how they can best assist you. Usually, the questionnaire will ask you about the precise items you need and want in a home.

What is a buyer presentation?

It is a semi-formal presentation that buyer's agents give to prospects to lay the groundwork for a business connection. Agents utilize buyer presentations to better understand the true desires of their leads and to establish expectations for the market and the client-agent relationship.

What are the 4 buyer types?

the 4 types of buyers are amiable, assertive, analytic and expressive. Knowing which type of person you are dealing with is key to selling.