Real Estate Agent Review Form
Finding the right real estate agent can make or break a property transaction. This comprehensive agent review form helps real estate agencies collect detailed feedback on agent performance, from initial consultation through closing. Evaluate communication responsiveness, market expertise, negotiation effectiveness, and client care. The form adapts based on whether the client was buying or selling, asking relevant questions for each scenario. Perfect for building agent profiles, identifying training needs, and improving client satisfaction.
Try the Form
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export function realEstateAgentFeedbackForm(form: FormTs) {
// Real Estate Agent Review Form - Comprehensive agent performance feedback
// Demonstrates: RadioButton, MatrixQuestion, StarRating, RatingScale, Slider, conditional sections
// ============================================
// HEADER
// ============================================
form.addRow(row => {
row.addTextPanel('header', {
label: 'Agent Performance Review',
computedValue: () => 'Your feedback helps us maintain the highest standards of real estate service.',
customStyles: {
background: 'linear-gradient(135deg, #1e3a5f 0%, #2563eb 100%)',
color: 'white',
padding: '28px',
borderRadius: '12px',
textAlign: 'center'
}
});
});
// ============================================
// SECTION 1: Transaction Details
// ============================================
const transactionSection = form.addSubform('transaction', {
title: 'Transaction Details'
});
transactionSection.addRow(row => {
row.addRadioButton('transactionType', {
label: 'What type of transaction did you complete?',
options: [
{ id: 'buyer', name: 'I was buying a property' },
{ id: 'seller', name: 'I was selling a property' },
{ id: 'both', name: 'Both buying and selling' },
{ id: 'rental', name: 'Rental transaction' }
],
orientation: 'vertical',
isRequired: true
});
});
transactionSection.addRow(row => {
row.addDropdown('propertyType', {
label: 'Property type',
options: [
{ id: 'single-family', name: 'Single Family Home' },
{ id: 'condo', name: 'Condo/Apartment' },
{ id: 'townhouse', name: 'Townhouse' },
{ id: 'multi-family', name: 'Multi-Family' },
{ id: 'land', name: 'Land/Lot' },
{ id: 'commercial', name: 'Commercial' },
{ id: 'other', name: 'Other' }
],
placeholder: 'Select property type'
}, '50%');
row.addRadioButton('transactionOutcome', {
label: 'Transaction outcome',
options: [
{ id: 'closed', name: 'Successfully closed' },
{ id: 'cancelled', name: 'Did not complete' }
],
orientation: 'horizontal'
}, '50%');
});
// ============================================
// SECTION 2: Communication & Responsiveness
// ============================================
const communicationSection = form.addSubform('communication', {
title: 'Communication & Responsiveness',
isVisible: () => transactionSection.radioButton('transactionType')?.value() !== null,
customStyles: { backgroundColor: '#eff6ff', padding: '16px', borderRadius: '8px' }
});
communicationSection.addRow(row => {
row.addMatrixQuestion('commRatings', {
label: 'Please rate your agent\'s communication:',
rows: [
{ id: 'response-time', label: 'Response Time', isRequired: true },
{ id: 'availability', label: 'Availability', isRequired: true },
{ id: 'updates', label: 'Proactive Updates', isRequired: true },
{ id: 'listening', label: 'Listening Skills', isRequired: true },
{ id: 'clarity', label: 'Clear Explanations', isRequired: false }
],
columns: [
{ id: '1', label: 'Poor' },
{ id: '2', label: 'Fair' },
{ id: '3', label: 'Good' },
{ id: '4', label: 'Very Good' },
{ id: '5', label: 'Excellent' }
],
striped: true,
fullWidth: true
});
});
communicationSection.addSpacer();
communicationSection.addRow(row => {
row.addRadioButton('preferredContact', {
label: 'How did you primarily communicate with your agent?',
options: [
{ id: 'phone', name: 'Phone calls' },
{ id: 'text', name: 'Text messages' },
{ id: 'email', name: 'Email' },
{ id: 'in-person', name: 'In-person meetings' },
{ id: 'mixed', name: 'Mix of all' }
],
orientation: 'horizontal'
});
});
// ============================================
// SECTION 3: Expertise & Knowledge
// ============================================
const expertiseSection = form.addSubform('expertise', {
title: 'Market Knowledge & Expertise',
isVisible: () => communicationSection.matrixQuestion('commRatings')?.areAllRequiredRowsAnswered() ?? false
});
expertiseSection.addRow(row => {
row.addStarRating('marketKnowledge', {
label: 'Market knowledge',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
row.addStarRating('neighborhoodExpertise', {
label: 'Neighborhood expertise',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
});
expertiseSection.addRow(row => {
row.addStarRating('pricingAdvice', {
label: () => {
const type = transactionSection.radioButton('transactionType')?.value();
if (type === 'seller' || type === 'both') return 'Pricing strategy advice';
return 'Price negotiation skills';
},
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
row.addStarRating('paperworkHandling', {
label: 'Paperwork & process handling',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
});
// ============================================
// SECTION 4: Buyer-Specific Questions
// ============================================
const buyerSection = form.addSubform('buyerExperience', {
title: 'Your Buying Experience',
isVisible: () => {
const type = transactionSection.radioButton('transactionType')?.value();
const expertise = expertiseSection.starRating('marketKnowledge')?.value();
return (type === 'buyer' || type === 'both') && expertise !== null;
},
customStyles: { backgroundColor: '#f0fdf4', padding: '16px', borderRadius: '8px' }
});
buyerSection.addRow(row => {
row.addStarRating('propertySelection', {
label: 'Property options presented',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
row.addStarRating('showingExperience', {
label: 'Property showing experience',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
});
buyerSection.addRow(row => {
row.addThumbRating('foundRightProperty', {
label: 'Did your agent help you find the right property?',
showLabels: true,
upLabel: 'Yes, perfect match!',
downLabel: 'Not quite',
alignment: 'center'
});
});
// ============================================
// SECTION 5: Seller-Specific Questions
// ============================================
const sellerSection = form.addSubform('sellerExperience', {
title: 'Your Selling Experience',
isVisible: () => {
const type = transactionSection.radioButton('transactionType')?.value();
const expertise = expertiseSection.starRating('marketKnowledge')?.value();
return (type === 'seller' || type === 'both') && expertise !== null;
},
customStyles: { backgroundColor: '#fefce8', padding: '16px', borderRadius: '8px' }
});
sellerSection.addRow(row => {
row.addStarRating('marketingEffort', {
label: 'Marketing & exposure',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
row.addStarRating('photoQuality', {
label: 'Photography & presentation',
maxStars: 5,
size: 'lg',
alignment: 'center',
showCounter: true
}, '50%');
});
sellerSection.addRow(row => {
row.addRadioButton('pricingAccuracy', {
label: 'How accurate was the initial listing price recommendation?',
options: [
{ id: 'spot-on', name: 'Spot on - sold near asking' },
{ id: 'slightly-high', name: 'Slightly high - needed adjustment' },
{ id: 'slightly-low', name: 'Underpriced - sold above asking' },
{ id: 'way-off', name: 'Way off the mark' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 6: Negotiation & Closing
// ============================================
const negotiationSection = form.addSubform('negotiation', {
title: 'Negotiation & Closing',
isVisible: () => {
const type = transactionSection.radioButton('transactionType')?.value();
const buyerVisible = type === 'buyer' && buyerSection.thumbRating('foundRightProperty')?.value() !== null;
const sellerVisible = type === 'seller' && sellerSection.radioButton('pricingAccuracy')?.value() !== null;
const bothVisible = type === 'both' && (buyerSection.thumbRating('foundRightProperty')?.value() !== null || sellerSection.radioButton('pricingAccuracy')?.value() !== null);
const rentalVisible = type === 'rental' && expertiseSection.starRating('marketKnowledge')?.value() !== null;
return buyerVisible || sellerVisible || bothVisible || rentalVisible;
}
});
negotiationSection.addRow(row => {
row.addSlider('negotiationSkill', {
label: 'How effective was your agent in negotiations?',
min: 0,
max: 100,
step: 10,
defaultValue: 50,
showValue: true,
unit: '%'
});
});
negotiationSection.addRow(row => {
row.addRadioButton('closingProcess', {
label: 'How smooth was the closing process?',
options: [
{ id: 'seamless', name: 'Seamless - no issues' },
{ id: 'minor-hiccups', name: 'Minor hiccups handled well' },
{ id: 'some-issues', name: 'Some stressful moments' },
{ id: 'difficult', name: 'Difficult process' }
],
orientation: 'vertical'
});
});
// ============================================
// SECTION 7: Overall Experience
// ============================================
const overallSection = form.addSubform('overall', {
title: 'Overall Experience',
isVisible: () => negotiationSection.radioButton('closingProcess')?.value() !== null
});
overallSection.addRow(row => {
row.addRatingScale('npsScore', {
label: 'How likely are you to recommend this agent to friends and family?',
preset: 'nps',
showCategoryLabel: true,
showSegmentColors: true,
showConfettiOnPromoter: true,
isRequired: true
});
});
overallSection.addSpacer();
overallSection.addRow(row => {
row.addSuggestionChips('agentStrengths', {
label: 'What were your agent\'s greatest strengths?',
suggestions: [
{ id: 'responsive', name: 'Responsive' },
{ id: 'knowledgeable', name: 'Knowledgeable' },
{ id: 'patient', name: 'Patient' },
{ id: 'negotiator', name: 'Great negotiator' },
{ id: 'professional', name: 'Professional' },
{ id: 'local-expert', name: 'Local expert' },
{ id: 'honest', name: 'Honest & transparent' },
{ id: 'organized', name: 'Well organized' }
],
max: 4,
alignment: 'center'
});
});
overallSection.addSpacer();
overallSection.addRow(row => {
row.addTextarea('openFeedback', {
label: () => {
const category = overallSection.ratingScale('npsScore')?.npsCategory();
if (category === 'promoter') return 'What made your experience exceptional?';
if (category === 'passive') return 'What would have made this a 9 or 10?';
return 'What could have been done better?';
},
placeholder: 'Share your thoughts...',
rows: 3,
autoExpand: true
});
});
// ============================================
// SECTION 8: Testimonial Permission
// ============================================
const testimonialSection = form.addSubform('testimonial', {
title: 'Share Your Experience',
isVisible: () => {
const category = overallSection.ratingScale('npsScore')?.npsCategory();
return category === 'promoter';
},
customStyles: { backgroundColor: '#d1fae5', padding: '16px', borderRadius: '8px' }
});
testimonialSection.addRow(row => {
row.addCheckbox('testimonialConsent', {
label: 'You may use my feedback as a testimonial for this agent'
});
});
testimonialSection.addRow(row => {
row.addTextbox('clientName', {
label: 'Your name (for testimonial attribution)',
placeholder: 'First name and last initial',
isVisible: () => testimonialSection.checkbox('testimonialConsent')?.value() === true
});
});
// ============================================
// SECTION 9: Summary
// ============================================
const summarySection = form.addSubform('summary', {
title: 'Review Summary',
isVisible: () => overallSection.ratingScale('npsScore')?.value() !== null
});
summarySection.addRow(row => {
row.addTextPanel('summaryContent', {
computedValue: () => {
const type = transactionSection.radioButton('transactionType')?.value();
const outcome = transactionSection.radioButton('transactionOutcome')?.value();
const market = expertiseSection.starRating('marketKnowledge')?.value();
const neighborhood = expertiseSection.starRating('neighborhoodExpertise')?.value();
const negotiation = negotiationSection.slider('negotiationSkill')?.value();
const closing = negotiationSection.radioButton('closingProcess')?.value();
const nps = overallSection.ratingScale('npsScore')?.value();
const category = overallSection.ratingScale('npsScore')?.npsCategory();
const strengths = overallSection.suggestionChips('agentStrengths')?.value() || [];
if (!type) return '';
const typeLabels: Record<string, string> = {
'buyer': 'Buyer',
'seller': 'Seller',
'both': 'Buyer & Seller',
'rental': 'Rental'
};
let summary = 'Agent Review Summary\n';
summary += `${'═'.repeat(25)}\n\n`;
summary += `Transaction: ${typeLabels[type] || type}\n`;
summary += `Outcome: ${outcome === 'closed' ? 'Successfully closed' : 'Did not complete'}\n\n`;
if (market) summary += `Market Knowledge: ${'★'.repeat(market)}${'☆'.repeat(5 - market)}\n`;
if (neighborhood) summary += `Neighborhood: ${'★'.repeat(neighborhood)}${'☆'.repeat(5 - neighborhood)}\n`;
if (negotiation !== null && negotiation !== undefined) summary += `Negotiation: ${negotiation}%\n`;
if (closing) {
const closingLabels: Record<string, string> = {
'seamless': 'Seamless',
'minor-hiccups': 'Minor hiccups',
'some-issues': 'Some issues',
'difficult': 'Difficult'
};
summary += `Closing: ${closingLabels[closing]}\n`;
}
if (strengths.length > 0) {
summary += `\nStrengths: ${strengths.join(', ')}\n`;
}
if (nps !== null && nps !== undefined) {
summary += `\nNPS: ${nps}/10 (${category?.charAt(0).toUpperCase()}${category?.slice(1)})\n`;
}
return summary;
},
customStyles: () => {
const category = overallSection.ratingScale('npsScore')?.npsCategory();
const baseStyles = {
padding: '16px',
borderRadius: '8px',
whiteSpace: 'pre-wrap',
fontFamily: 'monospace',
fontSize: '14px'
};
if (category === 'promoter') {
return { ...baseStyles, backgroundColor: '#d1fae5', borderLeft: '4px solid #10b981' };
} else if (category === 'passive') {
return { ...baseStyles, backgroundColor: '#fef3c7', borderLeft: '4px solid #f59e0b' };
} else if (category === 'detractor') {
return { ...baseStyles, backgroundColor: '#fee2e2', borderLeft: '4px solid #ef4444' };
}
return { ...baseStyles, backgroundColor: '#eff6ff', borderLeft: '4px solid #2563eb' };
}
});
});
// ============================================
// FORM CONFIGURATION
// ============================================
form.configureSubmitButton({
label: 'Submit Review',
isVisible: () => overallSection.ratingScale('npsScore')?.value() !== null
});
form.configureCompletionScreen({
type: 'text',
title: 'Thank You for Your Review!',
message: 'Your feedback helps us maintain the highest standards of real estate service and helps other clients find great agents.'
});
}
Frequently Asked Questions
When should I send agent feedback surveys?
Send within 1-2 weeks of transaction close while the experience is fresh. For sellers with expired listings, send within a week of the listing ending.
Should I share negative feedback with agents?
Yes, constructively! Use specific feedback for coaching opportunities. Frame it as growth areas rather than criticism. Many top agents actively seek feedback for improvement.
Can I use positive reviews for marketing?
With client permission, yes! Include a consent checkbox in your survey. Testimonials are powerful marketing tools for agents and brokerages.
How do I encourage more detailed responses?
Keep required questions to essential ratings. Use optional open-ended questions for details. Consider a small thank-you gift for completed surveys.
What metrics should I track over time?
Track NPS scores, average star ratings by category, response rates, and trending themes in open-ended feedback. Compare across agents and time periods.