Seller Pre Listing Questionnaire Template: The Perfect Pre-Listing Playbook

The Questionnaire Template Realtors Can Copy

Use this as a ready to send form or Gravity Forms draft.

1. Contact & Decision Makers

   • What are the full names of all decision makers for this sale?

   • What are your best phone numbers and email addresses?

   • What’s your preferred method of contact (call, text, or email)?

   • Are there any other people involved in the decision-making process?

   Motivation & Timeline

   • What’s your target listing date?

   • When do you ideally want to move?

   • What’s your main reason for selling?

   • Do you need to buy another home before selling this one (contingency)?

   Property Snapshot

   • How many bedrooms and bathrooms does your home have?

   • What’s the total square footage and lot size?

   • What type of parking do you have (garage, driveway, street)?

   • Is there an HOA? If yes, what are the fees and rules?

   • What year was your home built?

   Upgrades & Condition

   • Have you completed any remodels or upgrades? If so, when?

   • How old are your roof, HVAC, and major systems?

   • Do you have any warranties that transfer to the buyer?

   • Have you had any recent inspections?

   Disclosures

   • Are there any known defects or issues with the home?

   • Have there been any past insurance claims or water damage?

   • Have you had any unpermitted work done on the property?

   Access & Occupancy

   • Is the property currently vacant or occupied?

   • What are your preferences for lockbox or key access?

   • What days and times work best for showings?

   • Are there pets that need to be considered for showings?

   Staging & Prep

   • Are you willing to declutter or move out personal items before listing?

   • Do you plan to make any paint or repair touch ups?

   • Would you like recommendations for landscaping or cleaning services?

   Pricing Comfort Zone

   • What’s your ideal net amount after the sale?

   • Do you have a “must-have” minimum price?

   • How open are you to a flexible pricing strategy based on market activity?

   Marketing Preferences

   • Would you like to host open houses?

   • Are you comfortable with professional photography and video tours?

   • Would you like your home featured in social media or Google Ads?

   • Do you have any privacy or marketing restrictions?

   Logistics

   • What date would you prefer for photos and video?

   • Where should the For Sale sign be placed?

   • Do you have any special instructions or requests for the listing process?

How to Present Your Findings Like a Pro

Turn answers into a simple one page Pre-Listing Summary:

• Seller Goals: one sentence recap

• Pricing Range: with comps and rationale

• Launch Checklist: 5 to 7 bullets with dates

• Marketing Plan: highlight media, syndication, and ad plan

• Next Steps: signatures, prep, photo day, go live

Clients love seeing a plan with dates and ownership.

Pricing Strategy That Reduces Days on Market

Use their upgrades and timeline to propose a three tier pricing plan:

1. Market Value Launch for strong activity in the first 7 to 10 days

2. Aggressive Launch if speed outranks maximum proceeds

3. Test and Tighten with pre-scheduled review at day 14

Tie each tier to data from your CMA and current absorption.