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Buyer Questionnaire
Capture each home buyer's budget, must-haves, and pre-approval letter up front so you can match them to the right listings faster.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Pre-Approval Letter
4 fields filled
Lender Name
Approved Amount
Letter Date
Letter Expiry
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 5
- the rest is read for them
- AI fills
- 4
- extracted from the files
- On the form
- 9
- fields in total
Start with Buyer Questionnaire
Import the template and send your first request in minutes.