Home buyer questionnaire, with a home style Moodboard
A free template for your next buyer: nine questions about what they need, a board of real homes to react to, and three pairs to choose between. Send it as one link after the first call.
Step 3 of 3 · Comparison
Which would you rather come home to?
Three pairs for each buyer, made from the homes they liked on the Moodboard.
New buyer intake
Which would you rather come home to?
Pick the one that feels more like home.
Using the images you liked earlier as the comparison field.
Every question in the template.
This is New buyer intake exactly as your buyer gets it, in order. Change any of it before you send it.
Welcome
Always first
- Title
- New buyer intake
- Your note
- Before we book any showings, a few questions and some homes to react to. If you’re buying with someone, answer on your own.
- What they’ll do
- Answer 9 short questions
- React to about 10 images
- Choose between 3 pairs of images
- Time
- Encore works it out from the steps. They can stop and pick up where they left off.
Step 1 · Form: What you’re looking for
9 questions · Slides, one question per screen
- 1
Who’s part of this decision?
Checkboxes- Just me
- A partner
- Family
- A co-buyer or friend
Tells you who else should get the link before you book anything.
- 2
What price range are you looking in?
Dropdown- Under $300,000
- $300,000 to $450,000
- $450,000 to $600,000
- $600,000 to $800,000
- $800,000 to $1 million
- Over $1 million
Six sample bands. Change them to fit your market before you send it.
- 3
When would you like to be moved in?
Date- A date on the calendar
- “Prefer not to answer” stays on
Their timeline, without making them commit to a date they aren’t sure of.
- 4
Which of these do you need?
Pick Many- A home office
- Outdoor space
- A garage or parking
- Room for guests
- Walk to shops and cafes
- Near good schools
- Everything on one level
Their must-haves as a list you can filter listings by.
- 5
Move-in ready, or room to make it yours?
Word Pair- Move-in ready
- Room to make it yours
One choice that rules whole listings in or out.
- 6
Where should it be?
Spectrum- A quiet street
- In the middle of things
A slider between two ends. It tells you which streets to search before you look at a single listing.
- 7
Spend 10 points on what matters most.
Dot Voting- Space
- Location
- Condition
- Outdoor space
- Price
Ten points to spread. You see what they’d trade away when no home has everything.
- 8
Which of these would rule a home out?
Pick Many- Shared walls
- A busy road
- A homeowners’ association
- A commute over 40 minutes
- A home that needs a new roof
Five common dealbreakers. They pick any that would rule a home out.
- 9
What’s wrong with where you live now?
Open Text- Placeholder: In your own words
Their own words about why they’re moving.
Step 2 · Moodboard: Which homes feel like you?
10 images · react to at least 6
Your buyer sees: “Tap images to react. Tell us what catches your eye and what doesn’t.” They click a picture, rate it from 1 to 10, pick what draws them in or puts them off, how it makes them feel, and can add a few words.
Step 3 · Comparison: Which would you rather come home to?
3 pairs per person
- Title
- Which would you rather come home to?
- Description
- Pick the one that feels more like home.
- Pairs
- 3 for each person, one pair at a time.
- Source
- Automatic: the pairs come from the pictures each person liked on the Moodboard.
Ending
Always last
They’re thanked by name and see what stood out in what they chose: the images they rated highest and the words they picked. You see every answer in Results.
Start your trial and New buyer intake is ready to edit and send.
Questions about this template.
Yes. It comes with every Encore account, including the 14-day free trial.
Yes. Every question, picture and pair is yours to edit, reorder or delete before you send it.
It’s nine short questions, about ten homes and three pairs.
Yes. The price range question comes with six sample bands. Change them to fit your market before you send it.
No. They open your link, type their name and start. Email is optional.
Send it after your next first call.
14 days free. Add a card to start; nothing is charged until the trial ends. Cancel any time from Settings.