Buyer Qualification Form (Word)

Agents waste most of their week on people who were never going to buy. The fix is not working harder — it is finding out earlier.

Five questions do it: budget, timeline, funding, decision makers, and what they have already seen. The fifth is the most valuable and the least asked. What someone rejects tells you far more than what they claim to want, and it tells you whether they are actually looking or just browsing.

Every question here is phrased the way it should be said out loud. "What range are you working with, so I only send you things that fit?" is service. "What's your budget?" is screening. The information is identical; the response is not.

What is in the file

• The five qualifying questions, in the wording that gets an answer
• A funding section covering pre-approval, existing EMIs and the total-cost conversation
• The decision-maker question — the most-skipped one, and the cause of most late collapses
• A "what they rejected and why" block, which is where the real criteria surface
• A simple hot / warm / long scoring box with what each score means for your week
• The agreed next step, with a date

Ask across two conversations, not one

Five questions in a row is an interview. Ask two in the first exchange — usually budget and timeline — and let the rest come out naturally as you talk.

Score honestly and act on it

Hot gets same-day contact. Warm gets weekly. Long goes into a monthly nurture and stops consuming your afternoons. Treating all three the same is how agents end up busy and unpaid.

The signal that beats every answer on the form

Whether they will commit to a specific viewing time and turn up. People describe themselves as serious constantly. A confirmed slot in a diary is the only version of that claim that means anything.

Be willing to disqualify

The hardest discipline is telling someone kindly that you are not the right agent for them — their budget does not match the area, or they are two years away. Say it, stay in touch, and you often gain a client later because you were the one who was straight with them.

Questions

This is a working template, not legal, tax or financial advice. Requirements differ by state and by transaction — have a lawyer and a chartered accountant confirm anything that matters before you or a client rely on it.