Real Estate Seller Post-Sale Survey

Real Estate Seller Post-Sale Survey Form

Closing a property sale is just the beginning of building lasting client relationships. This Real Estate Seller Post-Sale Survey helps real estate agents, brokerages, and property professionals collect structured feedback from sellers immediately after transaction completion.

Why use this template?

For real estate agents and brokerages, post-sale surveys are essential for understanding what worked well during the transaction and where improvements can be made. This feedback helps you refine your service delivery, identify training opportunities for your team, and gather powerful testimonials that convert future leads.

Key features of this form

This comprehensive survey collects:

• Agent performance ratings across communication, market knowledge, negotiation skills, and professionalism
• Transaction experience feedback covering timelines, clarity of process, and support quality
• Specific improvement suggestions to help you continuously enhance your services
• Testimonial permission with the option to collect quotes for marketing materials
• Referral likelihood using Net Promoter Score methodology
• Preferred contact methods for future engagement

Perfect for

This template is ideal for:

• Real estate agents seeking to improve their personal service and build social proof
• Real estate brokerages monitoring agent performance and client satisfaction across their team
• Property management companies that also handle sales transactions
• New agents establishing their reputation with verified client feedback

Streamline your follow-up with automation

Connect this form to your CRM or project management tools using Stepper (stepper.io) to automatically:

• Route five-star reviews to your marketing team for testimonial requests
• Alert managers when feedback indicates issues that need addressing
• Add satisfied clients to referral programs or email nurture sequences
• Create tasks for follow-up calls when improvement areas are identified

Real estate success is built on reputation and relationships. Use this post-sale survey to capture feedback while the experience is fresh, turn satisfied clients into brand advocates, and continuously improve the service that sets you apart in a competitive market.

Whether you're an independent agent or managing a team at a brokerage, this template gives you the professional feedback mechanism you need to grow your business through exceptional client experiences.