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Agent feedback survey template

Learn what clients say about your agents, in the week after closing

Three questions for buyers and sellers once the deal is done: how likely they are to recommend their agent, what stood out and what they would tell a friend. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this agent feedback survey tells you

A real estate agent feedback survey asks clients how working with their agent went, once the stress of the sale is over. This template takes about a minute: a recommendation score, the strengths that stood out, from quick replies to negotiation, and what the client would tell a friend thinking of working with you.

It is written for an email a week after closing, with the score inside the email so one tap starts the survey. The same template also runs as a link you paste into your own thank-you message, as a QR code on the card with a closing gift, as a popup on your agency's website or as a conversation.

Every written answer is read as it arrives and filed under a category from your list, such as communication or showings and listings, with a type and a sentiment, so praise and complaints are easy to tell apart. Results shows the recommendation score against the period before and the share of each strength.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
An email to the client a week after closing
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · NPS

How likely are you to recommend your agent to a friend?

Why ask it
Past clients who recommend their agent bring in the next listings, so this score shows how each closing is likely to pay off later. Asking about the agent, rather than the agency, keeps the answer personal.
What you learn
The score, promoters minus detractors, with a bar of detractors, passives and promoters and a score line over time. With one copy of the survey per agent, you can compare agents side by side.
Make it yours
Name the agent in the email subject and intro, so the client knows who the question is about.
Question 2 of 3 · Multiple choice · Optional

What stood out about working with your agent?

Why ask it
The score says how a client feels about the agent, and the strengths say why. Five concrete behaviors, from replying quickly to handling the paperwork, show what each agent is known for.
What you learn
Bars with the share and count of each strength, since clients can pick several, with every typed Other answer listed beside the chart. Select Negotiated well to read the scores and comments of those clients.
Make it yours
Add the strengths your agency promises when it pitches for a listing, such as staging advice or local price data.
Question 3 of 3 · Text · Optional

What would you tell a friend who's thinking of working with us?

Why ask it
The answer reads like a recommendation in the client's own words, which makes it the raw material for a testimonial. It also brings out the one thing a client would warn a friend about.
What you learn
Each answer with its sentiment and theme, filterable by theme, with up to 8 themes and their trends. Usertick marks each answer as praise, a complaint or an idea, so the quotes worth following up are easy to find.
Make it yours
Ask the client before you publish any answer, or add a Consent question after this one that asks for permission.

What the answers show

Results turns each question into numbers you can follow week by week.

How likely are you to recommend your agent to a friend?

Your NPS from promoters and detractors, compared with the period before and split by device.

What stood out about working with your agent?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Agent feedback in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Ask a week after closing

    By then the keys are handed over and the paperwork is done, and the client still remembers the details of the sale.

  2. 02

    Give each agent a copy

    Results doesn't split answers by agent, so run one copy of the survey per agent, or add a question that names the agent. Each agent then sees their own score and strengths.

  3. 03

    Follow up with every promoter

    Clients who score 9 or 10 are the ones to ask for a referral. Assign those responses to the agent in the inbox, so the follow-up happens the same week.

  4. 04

    Call every detractor

    A client who scores 0 to 6 had a reason. A call from the broker or team lead can uncover a problem in the process that affects other clients too.

NPS surveysReal estate surveysEmail surveysAgents and portals questions

More NPS templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
NPSNet Promoter Score (NPS)Measure how likely customers are to recommend you, and hear the reason behind each score. Send it every quarter by email or in the app to track loyalty over time.
NPSNPS deep diveGo beyond the score: see which parts of your service drive it and the one change that would raise it. Send it twice a year to customers who've been with you for three months or more.
NPSAfter the tripFind out whether travelers would recommend you and which parts of the trip made it. Email it two or three days after they get home.
NPSApp rating promptAsk how people are enjoying the app, invite every one of them to rate it in the store and learn what to fix from those who enjoy it less. Show it after a success moment, never on the first launch.

Questions from the library

Browse the question library
  1. How likely are you to recommend your agent?NPS · Agents and portals
  2. Rate your agent on eachMatrix · Agents and portals
  3. What did the agent do best?Multiple choice · Agents and portals
  4. How would you rate the agent who sold your home?Stars · Selling a home
  5. How many weeks was your home on the market?Ruler · Selling a home
  6. How did the final sale price compare with the asking price?Multiple choice · Selling a home

Frequently asked questions

About a week after closing, when the move is under way and the client has had time to look back on the sale. Usertick doesn't send it automatically when a deal closes in your CRM, so send it from Usertick or schedule it when the closing date is set.

Yes, the questions work for both. To compare them, add a question that asks whether the client bought or sold, then select each answer in Results to filter the whole page.

Only with the client's permission. Ask before you publish an answer, or add a Consent question that asks for it with a link to your terms.

On every plan, a workflow syncs each response to the HubSpot contact, with the last NPS score among its properties, and a HubSpot workflow (HubSpot Professional or Enterprise) can send the survey to each contact it enrolls. Salesforce connects through a Zapier step.

Read the low scores next to the strengths those clients didn't pick and their written answers. When Quick to respond is missing again and again, the fix is a reply time the whole team agrees to keep.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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