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Neighborhood preferences survey template

Match each client to the right neighborhood, from the first conversation

Three questions for new buyers and renters: what matters most in a neighborhood, what would rule a home out and how long a commute they would accept. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this neighborhood preferences survey tells you

A neighborhood preferences survey asks new clients what they want around the home before you start sending listings. This template takes about 45 seconds: a ranking of schools, public transportation, quiet streets, shops and cafes, parks and safety, the deal-breakers that rule a home out and the longest commute they would accept.

It is written for an email to each new client when they register with you. Because the survey opens with a ranking, the email shows a button that opens the survey page. The same template also runs as a link in your own welcome message, as a QR code at your office or the open house sign-in table, or as a popup on your website after someone signs up for listing alerts, with the form submit trigger (from Starter, or on 1 survey on Free).

Each client's answers sit in the inbox under their name, ready for your agent before the first showing. Results shows the average place of each priority, the share of each deal-breaker with every typed Other answer and how commute limits split across all your clients, so you can see what your market is asking for.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
An email to each new client when they register
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, and a button in the email opens the survey on its own page. 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 · Ranking · Optional

Rank what matters most in a neighborhood

Why ask it
Clients can say they want everything, but a ranking forces a choice. The order tells your agent whether to lead with school districts, transit or quiet streets when picking listings.
What you learn
The average place per item across all clients. Open a single response in the inbox to see one client's order before you send them listings.
Make it yours
Add the priorities your area is known for, such as walkability or a short drive to the beach, and turn on Rank only the top 3 when the list grows, so clients tap the three that matter in order.
Question 2 of 3 · Multiple choice · Optional

Which of these would rule a home out?

Why ask it
One deal-breaker can rule out a listing that matches every priority. Asking up front saves a showing of a home on a busy road for a client who would never live there.
What you learn
Bars with the share and count of each deal-breaker, with every typed Other answer listed beside the chart, so a common rule-out your list missed shows up.
Make it yours
Keep None of these as the last option, and add the rule-outs your clients often mention, such as a flood zone or an HOA.
Question 3 of 3 · Multiple choice

How long a commute would you accept?

Why ask it
The commute limit draws the map your agent searches in. Four plain ranges turn a vague wish to be near work into a radius you can use.
What you learn
A donut with the share and count of each range, with stacked shares over time across all your clients.
Make it yours
Add a question for the place they commute to, such as a downtown office or a hospital, so the range has a starting point.

What the answers show

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

Which of these would rule a home out?

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.

How long a commute would you accept?

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.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Neighborhood preferences 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

    Send it before the first showing

    The answers shape which listings you send, so ask before you book showings. Usertick doesn't send it automatically when a client registers in your CRM, so send it from Usertick or put its link in your own welcome email.

  2. 02

    Read each client's answers first

    Open the client's response in the inbox, note the top three priorities and the deal-breakers in its notes, and search with them.

  3. 03

    Look at your whole market

    Every few months, read the averages across all clients. When Public transportation climbs in the ranking, listings near transit deserve more space in your marketing.

  4. 04

    Ask again after a few showings

    Preferences shift once clients see real homes. Send the survey again after the first few showings, with Skip people who already received this survey turned off for that send, and compare the answers.

Market research surveysReal estate surveysEmail surveysLiving there questions

More research templates and questions

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

Templates

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ResearchProduct-market fitTrack product-market fit with the Sean Ellis question: the share of users who would be very disappointed without you. Send it to people who used the product at least twice in the last two weeks.
ResearchRoadmap prioritiesLet users divide 100 points across what you could build next, so you see real trade-offs instead of a wish list. Send it to active users before you plan the next quarter.
ResearchPreference testAsk people to choose between two options at a time and see which way they lean. Useful before a redesign, a pricing change or naming something new.
ResearchWin/loss analysisLearn why prospects chose you or someone else, and what decided it. Send it within two weeks of a closed deal, won or lost.

Questions from the library

Browse the question library
  1. How do you feel about living here?Emoji · Living there
  2. Rate living here on eachMatrix · Living there
  3. Do you plan to renew your lease?Yes / No · Living there
  4. How would you rate the showing?Stars · Showings and offers
  5. Did the property match the listing?Yes / No · Showings and offers
  6. What matters more to you?This or that · Showings and offers

Frequently asked questions

When a new client registers, before you pick listings for them. Send it from Usertick to new contacts, or paste the link into the welcome email your own system sends.

Yes. The questions fit buyers and renters alike, and you can add renter priorities such as pet-friendly buildings or laundry in the unit.

Yes. When the survey goes out by Usertick email, each response sits in the inbox with the client's contact, so your agent can read the ranking and the deal-breakers before the first call.

Keep it short, since a long questionnaire before the first showing feels like homework. This template asks three that take under a minute, and you can add a budget or a home size question.

On every plan, a workflow can sync each response to the HubSpot contact. Other CRMs, such as Salesforce, connect through a Zapier step.

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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