We are excited to announce the release of Surveys in Closing Cloud. This powerful new tool makes it easy to gather information from leads, clients, vendors, and anyone you work with. Create surveys from scratch or choose from ready-made templates designed for real estate workflows including lead intake, client check-ins, and post-transaction feedback.
Surveys can be delivered manually or automatically based on status changes, such as when a transaction closes. Responses appear directly inside your dashboard where you can analyze them with AI, generate lead scores, receive suggested tasks, and create follow up messages. You can convert responses into new leads with a single click and keep your workflow moving without leaving the platform.
This update gives agents and teams a streamlined way to collect better data, understand client needs, and act on insights faster. Surveys are now live for all users. Try creating your first one today.
Frequently asked questions
Surveys in Closing Cloud let you collect information from leads, clients, and vendors using customizable forms. You can start from scratch or use templates designed for real estate workflows.
Yes. Surveys can be sent manually or automatically based on triggers such as transaction status changes or scheduled delivery times.
Yes. AI analysis provides a lead score, a summary of the response, suggested tasks, and a recommended follow up message with timing.
Yes. You can convert any survey response into a lead with one click. You can also apply suggested tasks or schedule follow ups directly from the response.