Real estate has become far more competitive today than in years past. Agents must still provide the personal customer service that their clients expect and deserve. But, they also need to work harder to grab a piece of the thriving online real estate market.

Real estate apps are pushing the real estate market along at a fast clip, and you must find a way to attract leads to your personalized style of business away from those impersonal applications.

Look to the most successful real estate agents in your market. You’ll see them as examples of balancing in-person marketing and networking to satisfy a certain level of personal service with an online presence that helps them keep new leads flowing in.

These successful real estate agents have mastered online forms and use them to gain—and hold—an advantage that outweighs that of their competitors.

Undoubtedly, it’s challenging to keep one step ahead. If you’re researching methods to automate your processes so you can get out into the field doing what you love the most, working one-on-one with clients, then a website that runs like a well-oiled machine is a must!

Here are five essential real estate forms that can get you out from behind the desk and back in front of your clients.

Five Essential Forms for Real Estate

EmailMeForm offers you a user-friendly form builder that even a novice can master. Dive in and take a look.

Mortgage Application Form

Before an American buyer can launch their journey into homeownership, they must take the preliminary action of obtaining a prequalification letter from a mortgage company.

Buyers today love the convenience of online forms, and a mortgage or loan application form is no exception.

With EmailMeForm, we are a PCI-certified form company, meaning that we mean business when it comes to data security. You can assure your clients that your mortgage company is using a safe, secure means of storing all their sensitive financial data with your Mortgage Application Form.

Newsletter Subscription Form

It has been said that a successful real estate agent closes more deals by educating clients than by selling to them. There’s no more efficient means of keeping your customers in the loop than by sending them a weekly newsletter. A newsletter is considered a must-have tool in your digital marketing strategy.

A newsletter allows you to share new listing information, solicit referral business, and offer tips and tricks on home staging or house hunting.

real estate online forms

To build up your subscriber list, though, you first need a subscription form on your website and social media profiles to enable users to opt-in to receive this valuable content. EmailMeForm allows you to select our subscription form template or to build one from scratch in our form builder.

Those who elect to subscribe to your newsletter are warm leads who typically are considering your services. Make it a point that you craft compelling newsletters to hold their attention.

Attract New Customers with Lead Magnets

Do you have some super-informative information that would be of interest to those shopping for homes? Put them to paper, create a pdf, and use the content as a lead magnet to attract those buyers to your website. They unlock your content by giving you their contact data, securely via an EmailMeForm lead magnet form, of course.

Some ideas could include a guide for first-time homebuyers, a reveal of the hottest market trends, or even a preferred mortgage rate for well-qualified buyers.

Those buyers who accept these offerings are hot leads. They are in the market for whatever you are sharing with them and willing to give up their contact information in exchange for receiving your offer.

All that’s left for you to do is call them and secure their commitment to working with you.

A lead magnet serves as an ideal way for realtors and mortgage companies to continuously add to their sales funnel.

Listing Form

You’ve secured a new listing, and now you need to relay all the listing data to your agency’s marketing team so they can send it to the MLS and all the home search websites.

Eliminate confusion and a flurry of sticky notes by submitting the details to the office using a listing form. You can even send the form via your smartphone or tablet before you arrive back at your office, sharing the hottest listings with the world even faster!

Your listing form can include the home’s address, school district information, specifications and square footage. Plus, you can even upload images as you complete the form fields, eliminating extra work.

Staying efficient with online forms will help you keep a leg up on your competition!

Collect Payments Online

If you’re a mortgage broker, you want to make it as simple as possible for your homeowners to make their payments. Whether you’re issuing loans for new construction projects or existing homes, this is an essential part of your business.

When you collect payments online, you cut down on wasted time processing and waiting for checks to arrive in the mail.

According to Statista, 61% of American adults used online banking services in 2018. That figure is projected to escalate to 65.3% by 2022. This data proves that people want to pay their bills online.

Offer a safe, secure online payment form to make it easy for your clients to pay their mortgage using their credit or debit card. If you prefer the added layer of protection of requiring a digital signature, that’s not a problem. You can create a digital signature line easily in our form builder.

Your card payment data is stored in the EmailMeForm Vault, a safe space where you will use multi-factor authentication to unlock it when needed.

Learn more about the EmailMeForm Vault here.

Getting Started with EmailMeForm

Just getting started with EmailMeForm? We consider ourselves rather easy to do business with. You can get the ball rolling with online forms two different ways.

First, you can subscribe and explore our extensive library of real estate forms templates and customize them in the form builder. Second, you can leave the form building to the pros with our CustomWorks team and let us iron out all those details for you.

One company, two easy ways to get started. What are you waiting for?

forms for real estate

Author Deborah Tayloe

Deborah Tayloe

Deborah is a blogger and freelancer who often writes for EmailMeForm. When she’s not blogging, you’ll probably find Deborah working on DIY projects around her home in North Carolina.

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