Real Estate Agent Performance & Referral Survey
Captures how buyers and sellers rate their agent on responsiveness, market knowledge, and negotiation, plus how likely they are to refer or reuse them. An AI follow-up reconstructs what actually happened during the negotiation and closing process, surfacing the specific moments that drove satisfaction or frustration.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
Were you buying, selling, or both in this transaction?
- Buying
- Selling
- Both buying and selling
In the last 30 days of working together, how responsive was your agent to calls, texts, or emails?
How would you rate your agent's knowledge of the local market (pricing, comparable properties, neighborhood trends)?
How much do you agree with the following statements about your agent?
- Communicated proactively without me having to chase them
- Understood what I actually wanted or needed
- Provided accurate, data-backed pricing guidance
- Negotiated effectively on my behalf
- Handled paperwork, deadlines, and logistics smoothly
How satisfied are you with the final price or terms your agent negotiated?
How likely are you to recommend this agent to a friend or family member?
Would you use this agent again for a future transaction?
- Yes, definitely
- Probably
- Probably not
- No
- Not sure yet
Reconstruct what actually happened during the negotiation and closing process: what the agent proposed, how they advocated during offers or counteroffers, and whether the respondent felt informed at each step. If the respondent rated negotiation or referral likelihood low, probe the specific moment or decision that eroded trust. If they rated it high, ask for the one concrete thing the agent did that other agents typically don't.
What was the approximate price range of the property involved?
- Under $250,000
- $250,000–$500,000
- $500,000–$1,000,000
- Over $1,000,000
- Prefer not to say
That's everything — thank you for sharing your experience! Your feedback will be used to help this agent (and their brokerage) understand what's working well and where to improve for future clients.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Includes a dedicated AI follow-up interview step that reconstructs what actually happened during negotiation and closing, not just a rating
- Combines quantitative measures (responsiveness, market knowledge opinion scales, satisfaction rating, matrix agreement statements) with open reconstruction of the deal
- Captures referral intent and reuse likelihood alongside transaction context (buy/sell/both, price range) for segmentable results
- Uses conversational conversational message intro/outro to keep the survey feeling human rather than a static form
SurveyMonkey
Real Estate Agent Evaluation Survey TemplateA standard fielding-ready survey template for rating agents on service quality. It relies on fixed rating/multiple-choice questions rather than any dynamic follow-up. Good for quick benchmarking but not for capturing narrative detail about what happened during a deal.
優れている点
- Ready-to-use template within a widely adopted survey platform
- Likely includes standard rating scales for agent evaluation
- Backed by SurveyMonkey's broad distribution and analytics tooling
物足りない点
- Static question set with no adaptive follow-up to probe why a rating was given
- No mechanism to reconstruct the specific negotiation/closing narrative
- No published methodology on how questions were validated
Jotform
Real Estate Agent Feedback Form TemplateA customizable feedback form for collecting client impressions of an agent. It's built as a form builder template, focused on flexibility and easy embedding rather than depth of insight. No indication of AI-driven follow-up or automated scoring of responses.
優れている点
- Highly customizable drag-and-drop form fields
- Easy to embed on agent or brokerage websites
- Supports typical form logic (conditional fields, file uploads)
物足りない点
- No adaptive AI interviewing to dig into specific negotiation moments
- No automated quality scoring of individual responses
- Static form structure limits depth beyond what's explicitly asked
Typeform
Real Estate Referral Form TemplateFocused specifically on capturing referrals rather than full performance evaluation, this template is a conversational form but not an interview-style survey. It's fielding-ready but narrower in scope than a combined performance-and-referral survey.
優れている点
- Clean, conversational one-question-at-a-time UI
- Good for quickly capturing referral intent and contact details
- Easy to share as a standalone link
物足りない点
- Narrower scope focused on referrals, not full agent performance (responsiveness, market knowledge, negotiation)
- No adaptive follow-up questioning to explore the reasoning behind a referral or rating
- No structured reconstruction of the transaction/negotiation experience
よくあるご質問
「Real Estate Agent Performance & Referral Survey」テンプレートにはどのような設問が含まれていますか?
すぐに使える設問が11問含まれており、最初の設問は次のとおりです:「Thanks for taking a few minutes to reflect on your experience working with your real estate agent. Your honest feedback…」・「Were you buying, selling, or both in this transaction?」・「In the last 30 days of working together, how responsive was your agent to calls, texts, or emails?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか?
回答者は通常、11問を約6分で回答し終えます。
テンプレートは編集できますか?
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか?
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか?
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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