Post-Closing Client Feedback & Referral — Update / setup form (auth-only) for Real Estate. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
Now that you’ve closed, we’d love to hear about your experience — and if you know someone who could use our help, we’d be honored by the introduction.
What it collects (by section):
- Your transaction — You worked with us as a… [dropdown: Buyer / Seller / Landlord/Owner / Tenant/Renter / Investor / …]; Type of transaction [dropdown: Buy / Sell / Rent/Lease / Property management / Commercial / …].
- Your experience — What went well, and what could we improve? [long text]; May we share your feedback as a testimonial? [choice: Yes / No / Limited areas only].
- Refer a friend — Who should we reach out to, and their situation? (name only) [long text]; Where are they looking? (neighborhood or ZIP) [long text]. Know someone buying, selling, or renting? Introduce us — names only, never contact details for someone who hasn’t agreed.
Form type: Update / setup (up), auth-only. Niche: Real Estate. Deployment: embed.
Best for / surface when: Real Estate client workflow — post-closing client feedback & referral.