Realtor Survey - Welcome Home Agency

Custom Needs Assessment

Fill out this questionnaire to help us understand your requirements better.

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Email *

Phone

Company Name *

Team Size

Current CRM/Tools

Current Pain Points

Budget Range

AI Agent Readiness Assessment

Select the answer that best describes your current situation for each question below.

Section 1: Lead Response & Management

Question 1: What percentage of your internet leads receive a response within the first 5 minutes?

A) Less than 10% - We struggle with immediate response

B) 10-30% - Some quick responses during business hours only

C) 30-60% - Good coverage during business hours, gaps after hours

D) Over 60% - Strong response system already in place

Or provide your own answer:

Question 2: What percentage of your leads receive systematic follow-up after initial contact?

A) Less than 25% - Follow-up is sporadic and agent-dependent

B) 25-50% - Some agents follow up consistently, others don't

C) 50-75% - Most leads get follow-up but timing varies

D) Over 75% - Systematic follow-up process in place

Or provide your own answer:

Question 3: How much time does your team spend manually qualifying each lead (budget, timeline, preferences)?

A) Over 45 minutes per lead - Extensive manual process

B) 20-45 minutes per lead - Standard qualification process

C) 10-20 minutes per lead - Some automation in place

D) Under 10 minutes - Highly efficient or automated

Or provide your own answer:

Section 2: Property & Listing Management

Question 4: How many property data sources does your team actively monitor?

A) 1-3 sources - Primarily MLS only

B) 4-7 sources - MLS plus major platforms (Zillow, Redfin)

C) 8-15 sources - Multiple platforms including some local sources

D) 15+ sources - Comprehensive multi-source monitoring

Or provide your own answer:

Question 5: How long does it typically take to create a complete property listing?

A) Over 3 hours - Fully manual process

B) 1.5-3 hours - Some templates but mostly manual

C) 45-90 minutes - Partial automation with templates

D) Under 45 minutes - Highly automated process

Or provide your own answer:

Question 6: How do you currently match clients with properties?

A) Manual search by agents based on memory and experience

B) Basic CRM filters with manual agent review

C) CRM with saved searches and email alerts

D) Advanced matching with behavioral tracking and AI recommendations

Or provide your own answer:

Section 3: Transaction Coordination

Question 7: What percentage of transactions experience delays due to missed deadlines?

A) Over 20% - Frequent deadline-related delays

B) 10-20% - Regular but manageable delays

C) 5-10% - Occasional delays

D) Under 5% - Rare deadline issues

Or provide your own answer:

Question 8: What percentage of transaction coordinator time is spent on administrative tasks?

A) Over 70% - Mostly administrative work

B) 50-70% - Significant administrative burden

C) 30-50% - Balanced between admin and strategic work

D) Under 30% - Highly automated administration

Or provide your own answer:

Question 9: How long does it typically take to review a purchase contract?

A) Over 4 hours - Detailed manual review

B) 2-4 hours - Standard manual review

C) 1-2 hours - Some automated checks

D) Under 1 hour - Highly efficient or automated

Or provide your own answer:

Section 4: Customer Communication

Question 10: What percentage of your inquiries arrive outside business hours?

A) Over 40% - Significant after-hours volume

B) 25-40% - Notable after-hours activity

C) 15-25% - Moderate after-hours inquiries

D) Under 15% - Most inquiries during business hours

Or provide your own answer:

Question 11: How much time per week does your team spend on scheduling and rescheduling?

A) Over 10 hours/week - Major time investment

B) 5-10 hours/week - Significant scheduling overhead

C) 2-5 hours/week - Manageable scheduling time

D) Under 2 hours/week - Highly automated scheduling

Or provide your own answer:

Question 12: What percentage of your market speaks a language other than English as primary?

A) Over 30% - Highly diverse language needs

B) 15-30% - Significant language diversity

C) 5-15% - Some language diversity

D) Under 5% - Minimal language barriers

Or provide your own answer:

Section 5: Operations & Analytics

Question 13: What percentage of your CRM contains duplicate, incomplete, or outdated records?

A) Over 30% - Major data quality issues

B) 15-30% - Noticeable data problems

C) 5-15% - Minor data issues

D) Under 5% - Clean, well-maintained database

Or provide your own answer:

Question 14: How are leads currently assigned to agents?

A) Round-robin or manual assignment only

B) Basic territory or specialty rules

C) Rule-based with some performance metrics

D) AI-driven routing based on conversion probability

Or provide your own answer:

Question 15: What percentage of your database consists of leads over 6 months old with no recent activity?

A) Over 50% - Large dormant database

B) 30-50% - Significant dormant leads

C) 15-30% - Moderate dormant population

D) Under 15% - Active engagement with most leads

Or provide your own answer:

AI Agent Readiness Assessment Survey

AI Agent Readiness Assessment

Section 1: Lead Response & Management

Section 2: Property & Listing Management

Section 3: Transaction Coordination

Section 4: Customer Communication

Section 5: Operations & Analytics