Real Estate Agent Workflow

Name* This field is required.

First Name

Last Name

Email* This field is required.Email to be used to send Amazon Gift Card

example@example.com

Agent or Broker* This field is required.

Agent

Broker

What brokerage are you with?* This field is required.

How many years of real estate practice?* This field is required.

Less than 3 years

3–5 years

5–10 years

More than 10 years

What are your primary methods for generating leads? (Select all that apply)

Referrals

Online platforms (e.g., Zillow, Realtor.com, Homes.com)

Social media (e.g., Instagram, Facebook)

Direct mail

Networking events

Other

If you chose 'Online Platforms' which one have you used?

Zillow Products

Realtor.com Products

Homes.com Products

BoomTown Suite

KVCORE (formerly Kunversion)

BoldLeads Suite

Ylopo

Market Leader

Other

How much do or did you spend on those platforms? Annually?

$500–$1,000

$1,001–$2,500

$2,501–$5,000

$5,001–$7,500

$7,501–$10,000

Over $10,000

Other

How do you prioritize leads?(Rank in order of importance: 1 = Most Important, 5 = Least Important)

What percentage of your leads convert to active clients?(Multiple choice)

Less than 10%

10%–25%

25%–50%

More than 50%

What factors most influence your decision to follow up with a lead?(Select up to three)

Financial readiness

Urgency to transact

Personal rapport

Quality of inquiry

Other

What information do you typically gather about a lead before your first interaction? Are there websites that you visit to verify the quality?Short Paragraph

How do you prepare for initial consultations with potential clients?* This field is required.(Select all that apply)

Phone?

Text messages?

In-person meetings?

Review notes? Where are the notes kept? Select this and Other, fill in.

Other

During consultations, what tools or resources do you use to align client preferences with available properties? (Open-ended)

How often do you provide clients with virtual property tours, virtual staging, or other digital tools?

0–10%

11–20%

21–30%

31–40%

41–50%

51% or more

What is your typical approach to nurturing leads that don’t convert immediately?(Select all that apply)

Drip campaigns (email or text)

Periodic follow-up calls or messages

Sending market updates or property recommendations

Other

Provide an example of a successful nurturing strategy you’ve used.(Open-ended)

What are your most time-consuming tasks during the transaction process?* This field is required.(Select all that apply)

Preparing property listings

Scheduling and conducting showings

Negotiating contracts

Managing paperwork

Coordinating with stakeholders (lenders, inspectors, appraisers)

Hiring staff

Training staff

Other

Which CRM system do you currently use to manage your leads and client interactions?(Select all that apply)

Follow Up Boss

Commissions Inc. (CINC

LionDesk

kvCORE

Top Producer

Zoho CRM

Propertybase

Wise Agent

LocalizeOs

Broker provided

RealScout

None

Other

Which CRM system have you previously used to manage your leads and client interactions?(Select all that apply)

Follow Up Boss

Commissions Inc. (CINC

LionDesk

kvCORE

Top Producer

Zoho CRM

Propertybase

Wise Agent

LocalizeOs

Broker provided

RealScout

None

Other

How do you primarily use your CRM system?(Select all that apply)

Managing leads (e.g., adding new leads, updating lead statuses)

Scheduling tasks and reminders

Communicating with clients (email, text, calls)

Tracking client preferences and needs

Generating and nurturing leads through automated campaigns

Reporting and performance tracking

Managing transactions and paperwork

I don’t use a CRM system

Other

How effective do you feel your CRM system is in helping you manage leads and clients?* This field is required.(Scale: 1 = Not Effective, 5 = Very Effective)

If you don’t currently use a CRM system, why not?* This field is required.(Open-ended)

What features or improvements would you like to see in your CRM system to better support your workflow?* This field is required.(Open-ended)

What software or tools do you use to manage contracts and paperwork?* This field is required.(Open-ended)

How do you coordinate with other stakeholders (e.g., lenders, inspectors, appraisers) during the transaction?* This field is required.(Open-ended)

How often do unexpected issues arise during transactions, and how do you resolve them?* This field is required.(Scale: 1 = Rarely, 5 = Frequently; Open-ended explanation optional)

What methods do you use to stay connected with clients after completing a transaction?* This field is required.(Select all that apply)

Email newsletters

Holiday or anniversary cards

Social media interactions

Referral incentives

Other (please specify): ________________

Other

What percentage of your business comes from repeat clients or referrals?* This field is required.(Multiple choice)

Less than 10%

0%–25%

25%–50%

More than 50%

How do you track and measure the success of your follow-up efforts?* This field is required.(Open-ended)

What are the biggest challenges you face in your workflow?(Open-ended)

What tools, technology, or support would improve your efficiency or client satisfaction? (Open-ended)