A property valuation request form covers who was valued, how the visit went, what worked, what to improve, and whether the feedback can be quoted.
A valuation visit wraps up, and then the hard part starts: getting honest feedback you can use, without a vague “looks good” that doesn’t help your pricing or your process. The Property Valuation Request Form collects that feedback in one place, so the next step stays clear and the answers don’t end up scattered across texts and voicemail. The questions sit under Space Grotesk headings with Inter body text, with teal and a restrained violet doing the section breaks without turning the page into marketing copy.
The form opens with a short note about how the answers get read, then asks for a rating in How did I do? and a name if the sender wants to share it. The second written prompt, Valuation visit feedback, sets the frame for the longer answers, so the person filling it in can cover what worked, what should change next time, and whether they’d recommend you. The last question asks whether you may quote the feedback publicly, including an option to quote anonymously.
- Property Valuation Request Form Intro text tells the sender what you’ll do with their answers and sets expectations for follow-up.
- How did I do? Required choice question captures the overall rating from Excellent to Not good.
- Valuation visit feedback Written prompt leads into three open text questions on what worked, what to improve, and a recommendation question.
- Quote permission Final choice question records whether you can quote the feedback publicly, with a named, anonymised, or no-quote option.
Once the form is in Plutio, you send a link and the responses land back on the form, ready to scan or follow up on without moving anything into another tool.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a property valuation request form
| Part | What it covers |
|---|
Property Valuation Request Form | Opening note explains that you’ll read the responses and may follow up for clarification, so the sender knows what happens after they submit. |
How did I do? | Required rating question records the overall impression of the valuation visit. |
Your name | Optional name field lets someone attach their feedback to a real identity when they’re comfortable. |
Valuation visit feedback | Second written prompt frames the feedback that follows, covering what worked, what could improve, and whether you’d be recommended. |
What worked well for you? | Open text answer captures the parts of the visit that landed well, in the sender’s own words. |
What could I improve next time? | Open text answer captures changes the sender wants to see next time. |
Would you recommend me to a friend or neighbour? | Choice question records whether the sender would recommend you, including a “maybe” option. |
May I quote your feedback publicly? | Choice question records whether you can quote the feedback, including an anonymised option. |
Who it is for
Real estate agents, valuers, and brokerages who need structured post-visit feedback after a property valuation.
The form in full
Property Valuation Request Form
Tell me how the property valuation visit went. I will read your answers and may follow up if I need clarification.
- How did I do? (required)
- Excellent
- Good
- Fine
- Not good
- Your name
Valuation visit feedback
Tell me what worked, what could improve, and whether you would recommend me.
- What worked well for you?
- What could I improve next time?
- Would you recommend me to a friend or neighbour?
- Yes, already have
- Yes, I would
- Maybe
- No
- May I quote your feedback publicly?
- Yes, you may quote my name
- Yes, anonymised quote only
- No
