Surveys in Closing Cloud were built to help real estate professionals collect meaningful information with minimal effort. Whether you want to qualify new leads, gather client feedback, or automate follow up, Surveys give you a flexible system that fits into every part of your business.
You can start with a blank survey or select from templates like Lead Intake, Client Feedback, or Post-Transaction Reviews. Each survey supports conditional fields so you can customize the experience based on user responses. Set surveys as private or team accessible and add internal notes or public descriptions to guide your respondents.
Surveys can be delivered manually or automatically. You can embed them on your website, send them by link, or schedule them inside the platform. Many agents use automatic triggers to send surveys when a transaction closes or when a lead reaches a specific stage.
Once responses come in, the real power begins. AI analysis generates a detailed summary, provides a lead score, suggests tasks, and offers a follow up message with timing recommendations. You can convert a response into a lead instantly or apply tasks without creating a lead at all. Everything is stored inside the contact timeline so your team stays aligned.
The Surveys feature brings together data collection, automation, and insight generation to help you understand your leads and clients better than ever. Visit the Surveys feature page to explore how it works and start building your first survey 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.