Real estate client intake & feedback form tracking
Real estate client intake form email tracking and property viewing feedback your clients fill inside Gmail, see exactly who responded and remind the rest in one click.
Sound familiar?
- ✕New buyers and sellers never get around to filling the intake form
- ✕Viewing feedback is scattered across texts, calls and half-remembered notes
- ✕You can’t tell which clients still owe you a form
The old way vs. the Formailo way
Capture what you need without the chase.
Before Formailo
Form link → ignored → chasing clients by phone
After Formailo
Form inside Gmail → completed fast → one-click reminders to non-responders
What agents use Formailo for
Client intake forms
Buyer/seller needs, budget and timeline upfront.
Property viewing feedback
Structured feedback right after each viewing.
Onboarding questionnaires
Everything you need to represent a client.
Offer & document acknowledgements
Verifiable, timestamped sign-offs.
Open-house RSVPs
Know who’s attending each showing.
Post-close surveys
Capture reviews while clients are happy.
See who responded, remind only who’s left
Per-client response tracking
See which clients completed an intake or feedback form, who opened it, and who hasn’t, by name, so nothing slips through the cracks.
- ✓Responded / opened / ignored per client
- ✓Live status as forms come in
- ✓Export to CSV for your CRM
One-click reminders
Nudge only the clients who haven’t responded, with the form embedded, so you collect intake and feedback without the phone tag.
- ✓Reminds only non-responders
- ✓Form embedded in the reminder
- ✓Free plan to get started
What agents see
Agents who stopped chasing forms
“Buyers fill the intake right from their inbox, I walk into the first meeting already knowing what they want.”
“Viewing feedback finally lives in one place, and I can see who hasn’t sent it yet.”
“Post-close review requests get answered now because there’s no link to click.”
Real estate form tracking questions
Each client gets a unique token in their email. When they submit, it’s recorded against their name, so you see exactly who responded, who opened, and who hasn’t.
No. Clients open the email and complete the form right inside Gmail: no signup, no login.
Yes, one click reminds only non-responders, with the form embedded so they can complete it on the spot.
Yes, the free plan includes 100 emails/month and 3 forms with per-client tracking and reminders.
Collect intake & feedback without the chase.
Start FreeNo credit card required · Free forever plan available