Google Form Vault for Realtors 💻

You already know how this goes.

A buyer says yes. You send a text asking for their pre-approval. Two days later you text again for their lender's name. Then their lawyer. Then the spelling of their partner's legal name. Then whether they can close the 30th or the 31st.

Eleven separate messages over nine days for information you could have had in one sitting.

And the whole time, your client is thinking the same thing you are. Didn't I already tell her that?

Here's what changed for me.

I stopped collecting information as I needed it and started collecting it before I needed it. One form, sent the day someone says yes, that asks every question the transaction will eventually ask.

Now when a deal moves fast, I'm not scrambling. The legal names are already there. The lender is already there. The closing date preference, the deposit source, the inclusions they care about, the walk away number they'd never say out loud on a call.

It's already in the sheet.

None of that is me being more organized than you. It's just asking earlier.

What's inside

Six Google Forms, ready to copy into your own Drive and send today.

🌸 New Client Form The one you send within the hour they say yes. Contact details, legal names, communication preferences, lawyer, timeline, and the small personal details that make closing gifts feel personal six months later.

🌸 Start a Home Search Full buyer intake. Budget, pre-approval status, must haves, nice to haves, absolute no's, neighbourhoods, commute, how much work they're actually willing to take on. The questions that stop you from showing eleven wrong houses.

🌸 Offer Prep Form Everything the agreement needs before you sit down to write it. Legal names, deposit source, financing days, closing date constraints, conditions, inclusions, lawyer. Plus a private section for their walk away number and how they want to handle competing offers.

🌸 Listing Questionnaire Seller onboarding. Roof age, furnace, windows, renos with dates, inclusions and exclusions, known issues, showing restrictions, pets, access. The stuff you'd otherwise dig for on the drive over.

🌸 CMA Form What you need before you can price anything properly. Property details, upgrades, condition, what they think it's worth, and why they're moving.

🌸 Relocation and Military Intake Built for BGRS and SIRVA files. Posting details, COS date, HHT dates, relocation envelope, buy versus rent versus PMQ, school catchments, base commute, well and septic comfort. If you work anywhere near a base, this one form is worth the whole bundle.

What this actually gives you

Three to five hours back on every transaction. Not from working faster. From deleting the follow up texts, the "just circling back on this" emails, and the twenty minute call that exists only because you needed four pieces of information.

A client who feels taken care of on day one. They fill something out once. Then they never get asked again. That's the whole experience. Quiet, organized, handled.

A file that's ready before you need it to be. When the right house comes up on a Sunday morning, you're writing, not texting people for their middle names.

Something your VA can actually run. Every form feeds a Google Sheet. Hand over access and let someone else watch the responses come in.

How it works

1. You buy. The links land in your inbox right away.

2. You click "make a copy" on each form. They're now yours, inside your own Google Drive.

3. You change the intro text to your name and your voice, then start sending them.

That's it. No software to learn. No subscription. Google Forms is free and you already have it.

Questions people ask

Do I need a paid Google account? No. Google Forms is free with any Gmail account.

Can I change the questions? Yes. They're fully yours once you copy them. Add, delete, reword, rebrand.

Are these Canada specific? These forms can easily be tweaked for any area! You'll want to swap a few terms depending on your province or state.

How long do they take to set up? About fifteen minutes to copy all six and swap in your intro text.

Will my clients actually fill them out? The buyer and seller intakes are built with branching so people only see what applies to them. Nobody sits through a hundred questions. Most take four to six minutes.

The Client Intake Bundle Six Google Forms. $27.

You'll make that back on the first transaction where you don't have to send a fourth follow up text.

Hi friend 👋🏼 If we haven't met yet, I'm Megan Gallant.

My first year in real estate, I had no systems. No templates. Just vibes and a low grade anxiety that I'd missed something important on somebody's file. I was reactive on every transaction and I could feel my clients noticing.

So I built the thing I wished someone had handed me.

I'm an ICON Agent with eXp Realty in New Brunswick, which puts me in the top 1% of agents globally at my brokerage. I hit it within three years. Last year I closed 29 transactions and almost every one came from my sphere, past clients, or a referral, which only happens when the experience is good enough that people talk about it.

I specialize in new construction and relocation, and I'm BGRS and SIRVA registered for the CFB Gagetown area. That's where the military intake form came from. Actual posting files, actual HHT weeks, actual questions I got tired of asking twice.

But the thing I'd actually point at is smaller than any of that. When my clients describe working with me, they don't say I'm a good negotiator. They say they always knew what was happening next.

These forms are the front door of that 🌸

All sales are final. Because this is a digital product with instant access, refunds aren't available once your purchase is complete. If something isn't working on your end, email me and I'll sort it out for you!