Home Seller Consultation Form

Selling your home is one of the biggest financial decisions you'll make, and having the right information from the start makes all the difference. This Home Seller Consultation Form is designed for real estate agents, brokers, and property professionals who need to gather comprehensive details from prospective sellers in a professional, streamlined way.

Whether you're an independent agent building your listing portfolio or part of a larger brokerage managing multiple client consultations, this form captures everything you need for an effective seller consultation: property specifications, desired pricing, timeline constraints, current mortgage details, and seller motivations.

Paperform makes it effortless to present a branded, professional consultation experience that builds trust from the first interaction. The clean, document-style layout feels more like a conversation than a rigid questionnaire, and conditional logic ensures you only ask relevant follow-up questions based on each seller's unique situation.

Once a homeowner submits their information, you can use Stepper (stepper.io) to automatically route the consultation to the right agent, create a new record in your CRM, schedule a follow-up call, and even trigger a personalized market analysis report—all without manual data entry. This means your team can focus on building relationships and closing deals, not chasing paperwork.

For agencies managing multiple agents or territories, Paperform's Agency+ plan lets you deploy branded consultation forms across your entire team while maintaining centralized oversight of all incoming leads. With SOC 2 compliance and secure data handling, you can confidently collect sensitive financial information knowing it's protected.

Whether you're a solo agent looking to professionalize your intake process or a growing brokerage scaling your seller pipeline, this template helps you capture the right information, make better pricing recommendations, and convert more consultations into signed listings.