Q01
Message
All templates
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.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
11 questions · ~6 min
Q02
Multiple ChoiceRequired
Were you buying, selling, or both in this transaction?
- Buying
- Selling
- Both buying and selling
Q03
Opinion ScaleRequired
In the last 30 days of working together, how responsive was your agent to calls, texts, or emails?
Scale: 1 – 7
Min:Very slow to respondMax:Always responded promptly
Q04
Opinion ScaleRequired
How would you rate your agent's knowledge of the local market (pricing, comparable properties, neighborhood trends)?
Scale: 1 – 7
Min:Not knowledgeable at allMax:Extremely knowledgeable
Q05
MatrixRequired
How much do you agree with the following statements about your agent?
5 rows × 5 columns
- 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
Columns: Strongly disagree · Disagree · Neutral · Agree · Strongly agree
Q06
Rating ScaleRequired
How satisfied are you with the final price or terms your agent negotiated?
Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q07
Opinion ScaleRequired
How likely are you to recommend this agent to a friend or family member?
Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q08
Multiple Choice
Would you use this agent again for a future transaction?
- Yes, definitely
- Probably
- Probably not
- No
- Not sure yet
Q09
AI Interview
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
Multiple Choice
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
Message
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.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- 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.
What it does well
- 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
Where it falls short
- 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.
What it does well
- Highly customizable drag-and-drop form fields
- Easy to embed on agent or brokerage websites
- Supports typical form logic (conditional fields, file uploads)
Where it falls short
- 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.
What it does well
- Clean, conversational one-question-at-a-time UI
- Good for quickly capturing referral intent and contact details
- Easy to share as a standalone link
Where it falls short
- 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
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.