Property enquiries
Property viewing request form for estate agents: questions + free template
A viewing request form should identify the property, capture the prospective buyer or tenant, and collect enough availability to arrange the viewing without repeated calls.
Quick answer
Ask for the property address or reference, name, email, phone, buying or renting intent, preferred date or time window and any useful notes. Keep the request separate from the final booking confirmation.
Fields to include
- Property address, listing URL or property reference
- Full name
- Email address and phone number
- Whether the enquiry is to buy or rent
- Preferred viewing date
- Alternative date or time window
- Current position, where genuinely useful to the agent
- Accessibility or appointment notes
Treat the form as a request, not a confirmed appointment
A prospective buyer or tenant may choose a preferred date, but the property may already have other viewings, tenant restrictions or access requirements. The confirmation message should make clear that the team will confirm the appointment separately.
That avoids the common problem of a form appearing to guarantee a slot that has not actually been reserved.
Keep the property identifier prominent
If the same form is used across multiple listings, the property reference should be one of the first fields. Better still, pre-fill or pass the property identifier when linking from an individual listing page.
This reduces misrouted enquiries and saves staff from asking which property the person meant to view.
Only qualify as far as your workflow needs
Some agencies ask whether a buyer has a property to sell, has mortgage arrangements in place or is already renting locally. Those questions can be useful, but they should only be added when the team genuinely uses the answers.
For a simple viewing request, contact details and availability may be enough. A shorter form usually creates less friction for high-intent property enquiries.
Use the free Formni template
Open the ready-made form, change the questions to match your workflow, preview it and publish your own version. You can customise the form before creating an account.
Open property viewing template