Sales and Marketing Templates For Real Estate Pros

Whether you want to create a lead magnet to collect users' email addresses, invite them to schedule a call, sign up for a newsletter, or gather feedback, you can achieve all of this quickly using pre-designed templates.

This article will feature the top templates for real estate agents. All templates can be easily customized by adding your own branding, questions, logic, integrations, etc. Keep reading if you're ready to automate your sales and marketing efforts:

Newsletter Sign Up Form

The purpose of this template is to help real estate agents grow their mailing list by allowing interested users to opt in for regular updates, promotions, news, or other content distributed via newsletters.

Grab this Real Estate Newsletter template to collect email addresses and nurture prospective clients with enticing offers.

Besides collecting contact details, use this template to segment your leads by asking about their interests. The template already includes a question like this:

Based on their response, you can tailor your communication and newsletter content. Integrate your newsletter sign-up form with an email marketing tool such as GetResponse, MailChimp, or others. You can also connect your form to the CRM of your choice, Notion, or Google Spreadsheets to keep a better track of your mailing list.

Pro Tip: In involve.me, use built-in email automation to send a customized confirmation the moment someone subscribes, then continue the sequence with property highlights while the buyer is still engaged.
You can also use this opportunity to share a selection of blog post highlights while your potential buyer is still engaged.

Mortgage Calculator

To keep users on your website longer and motivate them to choose you as their real estate agent, use a custom mortgage calculator. Here's what it is:

Grab this Mortgage Calculator template here. You can customize it the way you want and email-gate results to use it as a lead magnet.

Embedding a Mortgage Calculator on your real estate website demonstrates a commitment to offering a user-friendly experience.

Pro Tip: Add a "Schedule Appointment" link within the Mortgage Calculator results to capture leads at a critical decision-making moment.  You can either use involve.me's native element to set up appointments or integrate your Calendly and other tools.

Contact Form

Make it easy for your potential clients to reach out to you.

Instead of just providing your email and waiting for people to contact you first, consider creating a contact form. This way, you can capture their contact details and inquiries to structure your communication more effectively.

Grab this Contact form template for real estate pros here. 

Pro Tip: Ask very specific questions, such as inquiry type. This way, you will know how to prepare for the conversation or whether you need to delegate some tasks to other team members in the real estate company.

Keep your contact form visible on your website. It can be embedded into your homepage or landing pages, just like in our example above.

Finder Quiz

A custom property finder quiz is an interactive tool that allows prospective buyers to specify their preferences, from location and budget to desired property features.

Customize this Property Finder Quiz template and use it on your website.

With this quiz template, you can provide a more personalized experience and capture valuable leads who are motivated to find their ideal property.

Moreover, the data collected through the quiz can inform market insights, content creation, and lead qualification, enabling real estate agents to refine their services.

Another compelling reason to consider using a property finder quiz is that it keeps visitors on a website for a longer duration. This extended engagement sends clear signals to Google that your page is valuable and deserving of attention, thereby improving your SEO rankings. Interactive tools can be your smart response to competitors who mindlessly generate blog posts about the housing market.

'Schedule a Call' Form

Online forms are new business cards:

Instead of wasting paper on printing new business cards, use a 'Schedule a Call' Form. With this form, you can gather all the necessary information upfront to prepare for meetings with potential clients.

Remember, your first impression sets the tone for the client journey, so maintain a professional image. Include a brief bio and links to your social media and website.

Moreover, you can easily collect their contact details and inquire about their property in a structured manner. This way you'll know what to expect from your interaction with potential clients.

Property Valuation Calculator

A Property Valuation Calculator embedded into your website can provide both current and potential clients with instant insights into property values.

This calculator employs various factors, including property type, location, recent market trends, and comparable sales data, to estimate the current market value of a property.

Grab this Property Valuation Calculator template to provide value right on the spot. 

 Pro Tip: Use Property Valuation Calculator as a lead magnet. Email-gate the result and collect contact information as well as identify visitors who are genuinely interested in the property market.

E-book Download Form (Lead Magnet)

The E-book Download form, designed as a lead magnet for the real estate industry, is a valuable tool to capture leads and engage with potential clients. This versatile form can be seamlessly embedded into various touchpoints, including real estate websites, blog posts, and landing pages.

Grab this template to automatically send the e-book to your visitors and collect their email addresses

Real estate agents can harness this form to gather essential information such as the visitor's name, email address, location preferences, and specific interests related to property type, market trends, or investment goals.

Giveaway Form

Here's an effective real estate marketing template: a Giveaway form.

This template can benefit your business by enticing potential customers who don't want to miss out on a discount.

In return, you can collect leads' contact information and expand your mailing list. Also, you can include a few questions to better understand your target clients' pain points and tailor your offerings to their needs.

Without the incentive of a discount, it's unlikely that many would be interested in completing the survey.

The template currently features one question with image-based answer choices, but you can also include open-ended questions to get more data. 

The giveaway form can serve as their initial point of contact with your business.

In addition to embedding the giveaway form on your website, consider sharing it as a social media post. This way, even people unfamiliar with your business may be drawn to your offer and sign up for your newsletter.  

NPS® Survey

NPS® is a customer satisfaction metric that gauges the likelihood of clients recommending your real estate agency to others. NPS® categorizes respondents into promoters (those who are highly satisfied and likely to recommend) and detractors (those who are dissatisfied). Once you identify both groups, you can focus on retaining satisfied clients and addressing the concerns of dissatisfied ones.

Here's what kind of NPS® survey you can use to collect feedback without being annoying:

Pro Tip: In your survey, consider including specific open-ended questions. For instance, you can inquire about their experiences with the selling or buying process, what aspects they found favorable, and where they believe improvements could be made.

Use involve.me's AI Insights feature to efficiently summarize client feedback and provide actionable recommendations. At involve.me, we've leveraged AI insights to analyze feedback from over 12,000 individuals. 

Tenant Qualification Form

Organize a house viewing with a Tenant Qualification form:

Grab this Tenant Qualification Form template here.

To streamline your candidate selection process for apartment viewings, use a form to filter out individuals who may not be a good fit, such as those without a stable income or rental history.

This can save you considerable time and effort in managing email inquiries.

Within the form, you can set up automated responses based on the provided answers—invitations for a viewing or a 'thank you for your interest' message.

Learn about Logic Jumps in involve.me forms over here.

Final Words

Every form can be turned into a real estate business tool. Forms empower you to perform market analysis, gather property photos, compile rental history, and capture clients' contact information along with property address.

You can also simplify the homebuying process by creating a checklist or home buyer questionnaire in involve.me, the AI quiz funnel builder with built-in email automation.
Generate various forms, such as property inquiry forms, rental applications, seller's disclosure forms, property management agreements, and more, all without writing a single line of code.

Find all real estate templates in the involve.me template library: