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🏠 Real Estate & Property

Free Agent Service Satisfaction Survey Template | FormLM

Ask closing clients what actually mattered — communication, negotiation, availability, paperwork — with ratings plus open comments to improve against.

~3 min to answer
6 rated dimensions
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Quick answer

Send it right after settlement while the memory is fresh: clients rate communication, negotiation, availability and paperwork, then add free-text on what to repeat or fix. It measures perceived service quality — not a guarantee of outcomes, which still turn on market conditions and the mandate the client gave.

Disclaimer: feedback reflects individual experience; use aggregated trends for improvement, not judgments about other clients' deals.

SERVQUAL-style dimensions adapted to residential transactions, 1-5 anchors plus open comment.

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About this template

Five-star words feel great and teach nothing. This survey closes the deal loop with structure: six dimensions rated 1-5 — listening, communication speed, negotiation outcome, market knowledge, paperwork and value for fee — plus the open question that surfaces the story behind the score. Agents get a monthly view of where service frays, and referral conversations gain a documented reference.

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Live Preview

Sample form preview (fillable once the app is published).

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Fill it in to see how responses flow.
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What's Included

Everything you need to run this template.

1

Six rated dimensions

From first listening to final paperwork.

2

Open story question

What one thing would you change?

3

Deal-type tagging

Buy, sell or both — segment answers.

4

Monthly aggregate view

Trend, not one-off sting.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Send within a week of closing.

2

Client rates six areas

Three minutes, honest scale.

3

Read the open story

The paragraph teaches most.

4

Trend monthly

One dashboard, deal-type split.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Solo agents

Know the habit to break next.

2

Team leaders

Coach with data, not vibes.

3

Referral desks

Hand partners a documented record.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version lets you customize every field.

  1. Did the agent listen to what you actually wanted? (1-5)
  2. Communication speed when things moved (1-5)
  3. How the negotiation landed for you (1-5)
  4. Market knowledge shown during the search (1-5)
  5. Paperwork and explanation at closing (1-5)
  6. Value felt versus the fee paid (1-5)
  7. If you could change one thing about the process, what would it be?
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Frequently Asked Questions

Should this be anonymous?
Name the client if you can — named feedback is braver but twice as actionable. Offer anonymity in the send message if response rates worry you.
When is the best send moment?
Within a week after closing, while the relief is fresh. Month-later surveys recall the stress, not the service.
Will upset clients write at length?
The upset ones often do, and those paragraphs are the improvement backlog. Read the long ones twice.
Can teams compare agents?
Yes — same dimensions across every agent makes monthly comparisons fair; watch deal-type before drawing conclusions.
Is this the same as NPS?
No. NPS asks one recommend question; this breaks which part of service earns or loses that recommendation.
What closes the loop with the client?
A short reply: we read it, here is the one thing we changed. Clients who see feedback move become referral machines.

Turn closing smiles into next month's fixes

Six dimensions, one honest story per client, one trend view per month.