Real Estate Closing Gift Selection Form

Thoughtful Closing Gifts That Leave a Lasting Impression

In real estate, the closing gift is more than just a thank you—it's your final touchpoint and a powerful way to stay top-of-mind for future referrals. A Real Estate Closing Gift Selection Form helps agents gather client preferences, budget parameters, personalization details, and delivery logistics all in one place, ensuring every gift reflects your brand and delights your clients.

Why Real Estate Professionals Love This Template

Real estate agents, brokerages, and transaction coordinators use this form to streamline the closing gift process across multiple deals. Instead of guessing what clients might appreciate or scrambling to personalize gifts at the last minute, you'll collect everything you need upfront: gift preferences, dietary restrictions, home style, delivery timing, and branding options.

This form is perfect for solo agents building a signature client experience, brokerages standardizing their closing process, and marketing coordinators managing gifts for multiple agents. Whether you're sending gourmet gift baskets, home essentials, local experiences, or custom keepsakes, this template ensures nothing falls through the cracks during busy closing seasons.

Built for Efficiency and Personalization

Paperform makes it easy to create beautiful, on-brand forms that match your real estate business. With conditional logic, you can show different gift options based on budget tier or property type, and calculations can help track spending across multiple clients. Connect your form to Google Sheets or your CRM to keep gift details organized alongside transaction records.

Need to automate the process further? Use Stepper (stepper.io) to trigger follow-up workflows—send gift details to your fulfillment partner, notify your assistant when delivery is scheduled, or automatically log expenses in your accounting system.

Professional Tools for Growing Real Estate Businesses

This template is trusted by agents who understand that memorable client experiences lead to referrals and repeat business. Paperform's SOC 2 Type II compliance ensures client data stays secure, while custom branding options let you maintain your professional image from first contact through closing day and beyond.

Start using this Real Estate Closing Gift Selection Form to deliver thoughtful, personalized closing gifts that keep you at the forefront of your clients' minds—and their referral lists.