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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.

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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 11개 · 약 6분
Q01
메시지

Thanks for taking a few minutes to reflect on your experience working with your real estate agent. Your honest feedback helps agents (and future clients) know what's working. Your responses are completely confidential and anonymized. This should take about 5 minutes.

Q02
객관식필수

Were you buying, selling, or both in this transaction?

  • Buying
  • Selling
  • Both buying and selling
Q03
의견 척도필수

In the last 30 days of working together, how responsive was your agent to calls, texts, or emails?

척도: 1 – 7
최소:Very slow to respond최대:Always responded promptly
Q04
의견 척도필수

How would you rate your agent's knowledge of the local market (pricing, comparable properties, neighborhood trends)?

척도: 1 – 7
최소:Not knowledgeable at all최대:Extremely knowledgeable
Q05
매트릭스필수

How much do you agree with the following statements about your agent?

5개 행 × 5개 열
  • 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
열: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
평점 척도필수

How satisfied are you with the final price or terms your agent negotiated?

범위: 1 – 5
최소:Very dissatisfied최대:Very satisfied
Q07
의견 척도필수

How likely are you to recommend this agent to a friend or family member?

척도: 0 – 10
최소:Not at all likely최대:Extremely likely
Q08
객관식

Would you use this agent again for a future transaction?

  • Yes, definitely
  • Probably
  • Probably not
  • No
  • Not sure yet
Q09
AI 인터뷰

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.

Q10
객관식

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
Q11
메시지

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.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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 Template

A 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.

잘하는 점

  • 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

아쉬운 점

  • 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 Template

A 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.

잘하는 점

  • Highly customizable drag-and-drop form fields
  • Easy to embed on agent or brokerage websites
  • Supports typical form logic (conditional fields, file uploads)

아쉬운 점

  • 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 Template

Focused 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.

잘하는 점

  • Clean, conversational one-question-at-a-time UI
  • Good for quickly capturing referral intent and contact details
  • Easy to share as a standalone link

아쉬운 점

  • 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

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