Homebuyer questions that show where the purchase feels stuck
Ask buyers how the mortgage is going while it is still in progress, from paperwork to closing day. Each question below comes with when to ask it and what the answer tells you.
What homebuyer survey questions tell you
Homebuyer survey questions ask buyers how the mortgage feels while it is still under way: where they are in the process, which step has taken longest, how well your team keeps them posted and how confident they are that it will close on time. Asked mid-process, they catch a worried buyer while you can still help.
Ask at a milestone, such as an accepted offer or two weeks before closing, and keep each survey to four or five questions. Send it by email to buyers in progress, or put the link in your own status update, and ask the contact question only when the buyer wants a call back.
Each written answer gets a category, a theme, a type and a sentiment, and each response an urgency, so a buyer worried about closing reaches their mortgage contact quickly. Give those responses an owner and a status in the inbox, and send the contact details to HubSpot.
- Questions
- 14
- Best asked
- At a milestone, such as an accepted offer
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 buying a home questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
Where the buyer is now
Ask the stage, the weeks so far, the kind of home and whether a broker is involved, so you can read every other answer in context.
- 01Multiple choice
Where are you in the home buying process?
Where the buyer is, from just looking to done. Select a stage in Results to read the rest of that stage's answers on their own.
- 08Ruler
How many weeks have you been in the process?
Weeks in the process, on a ruler up to a year. Results shows the median and the middle half, which you can compare with the timeline you promise.
- 09Dropdown
Which of these describes the home you are buying?
The kind of home, from a first home to an investment property. Select My first home in Results to read first-time buyers' answers on their own.
- 10Yes / No
Did you use a broker?
Whether a broker is involved. Select Yes in Results to see whether brokered buyers feel better or less informed than those who came to you directly.
Keeping buyers informed
Check how easy the application is to follow and how well each step was handled, so a buyer waiting for news gets an update before they have to call.
- 02Customer effort
How easy is it to track your application?
How easy it is to follow the application. Results shows the average and the share who found it easy; low scores point at your status updates.
- 03Yes / No
Do you know what happens next?
A yes or no on the next step. Select No in Results and give those buyers an owner in the inbox, so someone explains what comes next this week.
- 05Stars
How well does your mortgage contact keep you posted?
Stars for how well the mortgage contact keeps the buyer posted. Results shows the average and the share who rated 4 or higher, a number to share with each contact's team.
- 11Matrix
Rate each step so far
Four steps in one grid, from the first conversation to the updates along the way. The heat map shows which step buyers rate lowest, with an average for each row.
What is slowing things down
Find the delays, the confidence in closing on time and the stress behind them, so your team knows whom to call first.
- 04Multiple choice
Which part has taken longest?
Which parts have taken longest, from paperwork to waiting on the seller, with Nothing so far. The bars separate the delays you control from the ones you don't.
- 07Big scale
How confident are you that this will close on time?
Confidence in closing on time, on a 1 to 10 scale. Select the low columns in Results to see which steps those buyers say have taken longest.
- 06Text
What has been the most stressful part so far?
The open question on stress. Answers arrive with a sentiment and a theme, so a run of worries about the appraisal or the closing date shows up in the buyers' own words.
What buyers need from you
Ask what to explain again and which trade-offs buyers prefer, and give worried buyers a way to ask for a call.
- 12Text
What would you want explained again in plain words?
Asks what the buyer wants explained again in plain words. These answers give your team the list of terms to cover in the next update.
- 14This or that
In a mortgage you would rather have
Two trade-offs: a lower rate or lower fees, and a longer term or paying off sooner. The split bars in Results help when you decide which products to show first.
- 13Contact
Where can the mortgage team reach you?
The buyer's name and email for a call back, shown in a table in Results. Ask it last, and use logic so only buyers who want to hear from the mortgage team see it.
Tips for asking about buying a home
Small choices that get honest, useful answers.
- 01
Ask during the process
Send the survey at an accepted offer or a few weeks before closing. A survey after closing can only tell you what went wrong.
- 02
Keep each survey short
Use four or five questions per milestone. Buyers are already filling out plenty of forms.
- 03
Call back worried buyers
Give low confidence scores and stressful answers an owner in the inbox, and call within a day or two.
- 04
Fix the words buyers ask about
Read the answers on what buyers want explained again each month, and rewrite those terms in your letters and status updates.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about buying a home
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
At milestones during the process, such as an accepted offer or two weeks before closing. Usertick sends to a contact list now or on a date you schedule up to 30 days ahead; there is no automatic send when your mortgage system moves a file to the next stage.
Yes, with a short survey on the whole experience. Keep the mid-process questions for buyers still in progress, since they are the ones you can still help.
Yes. The contact question collects a name and email, shown in a table in Results, and the inbox gives that response an owner.
Four or five. Pick the stage, how easy the application is to track, the confidence score and one open question.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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