Home buyer questionnaire for open house follow-up

The useful questions are the ones that change what the agent sends next. A long preference survey is easy to ignore.

For open house follow-up, I would ask:

The sign-in form should not become the full buyer questionnaire. At the door, I only want the basics: contact details, agent status, buyer status, and one next-step question.

If the visitor wants help after the open house, send the questionnaire as the next step. The timing is better because the buyer has already shown intent.

A buyer questionnaire can ask whether the buyer has talked to a lender or has a preapproval letter. The CFPB describes a preapproval letter as a lender statement that it is tentatively willing to lend up to a certain amount, but not a guaranteed loan offer.

That is enough for routing follow-up. I would not ask for Social Security numbers, detailed income, or loan documents in an open house questionnaire. Those belong with the lender, not a casual lead form.

HUD's Fair Housing Act overview lists protected categories including race, color, national origin, religion, sex, familial status, and disability.

So I keep the questionnaire about property needs, timing, financing status, and next steps. I would not ask questions about household makeup, protected traits, or who the buyer thinks belongs in a neighborhood.

NAR says someone simply visiting an open house on their own does not need a written buyer agreement just to tour. It also says an agent hosting the open house is not required to enter a written agreement with buyers who attend only in that context.

That makes the agent-status question useful. If the buyer already has an agent, follow-up should respect that. If they are unrepresented and asking for help, the next step may be a brokerage-approved buyer consultation workflow.

The questionnaire should feed the next email, not sit in a spreadsheet. If the buyer wants similar listings, send those. If they asked about financing, send lender-prep information or a referral process approved by the brokerage.

For seller reporting, the answers can also show demand patterns: price sensitivity, common objections, and how many visitors were serious buyers.

The free version should provide a printable buyer questionnaire agents can send after the open house. The paid version should attach the answers to the lead record and property.

That keeps the flow sane: QR sign-in at the door, questionnaire after intent, follow-up from the same record.