Real Estate Agency
Buyer needs assessment, viewing feedback, offer tracking, and move-in survey forms for real estate agencies
Get started with PocperBuyer / Renter Needs Assessment
Welcome! Let's get a clear picture of what you're looking for so we can match you with the right properties. This takes about 5 minutes to complete.
Your Contact Information
What's your full name?
Best phone number to reach you:
Your email address:
What Are You Looking For?
Are you looking to buy or rent? (Select all that apply)
Buy
Rent
Property Type
What type of property are you interested in? (Select all that apply)
Apartment
House
Townhouse
Studio
Villa
Commercial space
Location & Budget
Preferred locations or districts:
Your budget range (e.g. $400,000–$550,000 or $2,000–$2,500/month):
Size & Layout
Number of bedrooms:
Number of bathrooms:
Minimum size (sq ft / m²):
Must-Have Features
Which of these features are non-negotiable for you? (Select all that apply)
Parking
Balcony / terrace
Garden
Swimming pool
Gym
Pet-friendly
Near public transport
Near schools
Elevator
Furnished
Timeline
Ideal move-in date:
Deal-Breakers & Wishes
Things you absolutely do not want in a property:
Any additional wishes or nice-to-haves:
Financing Status
Do you have mortgage pre-approval? (Select one)
Yes — fully pre-approved
In progress
Not yet
Paying cash — no financing needed
Thank you for sharing your needs with us! We'll review your preferences and be in touch shortly with properties that match what you're looking for.
Templates in this pack
The Real Estate Agency pack includes 5 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Buyer / Renter Needs Assessment
Welcome! Let's get a clear picture of what you're looking for so we can match you with the right properties. This takes about 5 minutes to…
Property Viewing Feedback
Thanks for taking the time to view this property! Your honest feedback helps us refine your search and find something that's truly right…
Offer & Negotiation Tracker
This document tracks every step of your offer and negotiation process, keeping everything in one place. Your agent will keep this updated…
Move-In Satisfaction Survey
Congratulations on your new home! We hope the move-in went smoothly. Your feedback means a lot to us — it helps our team improve and…
Seller Listing Agreement
Thanks for choosing us to list your property. This agreement confirms the scope of our representation, the listing price and terms, the…
Frequently asked questions
- What's included in the Real Estate Agency templates?
- The Real Estate Agency pack contains 5 templates: Buyer / Renter Needs Assessment, Property Viewing Feedback, Offer & Negotiation Tracker, Move-In Satisfaction Survey, Seller Listing Agreement. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Real Estate Agency templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.