For estate agents

Mandate pre-capture: walk into every owner meeting prepared

One form before the first meeting: property details, price expectation, floor plan and ownership documents via file upload. You arrive with a well-founded assessment — instead of a blank notepad.

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~1 Woche earlier to market because the documents arrive before the meeting

How mandates start today

First meeting, flying blind

You know: detached house, somewhere in the district. Construction year, floor area, modernisations, leasehold? Unknown. Without data you can neither bring a credible initial assessment nor convince in the meeting — and that is exactly where the sole mandate is won.

Weeks of chasing documents

Land-register extract, floor plan, energy certificate, declaration of division — after the meeting the collecting starts via email and phone. Every missing document delays the exposé and the marketing launch by days.

The price expectation only surfaces at the kitchen table

Whether the owner expects €380,000 or €550,000 you only learn in the conversation. If the expectation is far above market, you would have prepared differently — or prioritised the appointment differently.

With Questee the mandate starts before the meeting

  1. 1

    Build the pre-capture form once

    Property type, address, year, areas, condition, special features, price expectation, desired timeframe — plus upload fields for floor plan, land-register extract and further documents. Conditional logic asks different questions for flats than for houses or plots.

  2. 2

    The owner completes it at leisure

    After the first contact you send the link. The owner answers one question per screen, uploads documents straight from phone or computer and can save a draft — whoever needs to find the floor plan first simply continues later.

  3. 3

    You walk in with an assessment

    The email notification delivers all details and documents before the meeting. You check the key data, research comparables and sit at the kitchen table with a well-founded market assessment — the strongest performance in the race for the sole mandate.

Made for the acquisition pipeline

File upload

Floor plan, land-register extract, energy certificate — documents arrive with the enquiry, not weeks later.

Conditional logic

Flat, house or plot — every property type gets its own question path.

Draft saving

Owners can pause and resume later — important when documents need digging out first.

Email notification

The complete pre-capture instantly in your inbox — you prepare the meeting without delay.

Your own branding (Pro)

Your logo, your colours — the pre-capture feels like your own service, because it is.

GDPR & German hosting

Owner data and documents live on German servers — Art. 28 DPA included.

Less than one exposé photo shoot

Free to test (3 forms, 100 responses/month). Pro with unlimited forms, your branding and AI — €12/month, €9/month billed annually.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

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Questions from agents' daily work

Does a form not put owners off?
The opposite — introduced properly it feels like premium service: "So I can bring a well-founded assessment to our meeting, I will send you a short form in advance." Owners who want to sell gladly invest ten minutes when the benefit is clear. And whoever ignores the form also tells you something about their intent to sell.
Which documents should I request in advance?
Proven in practice: floor plan, current land-register extract (or at least whether one exists), energy certificate, for flats the declaration of division and recent owners'-meeting minutes, for let properties the tenancy agreement. Make uploads optional — you then know before the meeting what is missing and can address sourcing it straight away.
Are the uploaded documents secure?
Yes — land-register extracts and owner data are sensitive, hence: hosting exclusively in Germany, encrypted transfer, tenant-isolated storage and optional password protection for the form. We provide the Art. 28 GDPR data processing agreement — cleaner than receiving documents as unencrypted email attachments.
Does this replace my agency CRM?
No — it feeds the process before it. CRMs manage contacts and transactions, but structured collection of property data and documents before the meeting usually remains manual there. Questee handles exactly that step; afterwards you carry the data into your system — via export or webhook into your own workflows.
Why not Google Forms for pre-capture?
Three reasons: first, a Google form does not feel like premium agency service in the acquisition moment — branding and presentation matter here. Second, Google file uploads require a Google account, excluding many owners. Third, the data then sits with a US corporation — for land-register extracts, a conversation you do not want to have with owners.
Can I ask about the price expectation discreetly?
Yes — phrase it openly ("Do you already have a price in mind?") and make it optional, with range options instead of mandatory free text. In most cases you get honest orientation without applying pressure. In the meeting you then address the gap between expectation and market assessment deliberately.
Does this work for letting mandates too?
Yes — add an opening question "sale or letting?" and branch via conditional logic: for lettings ask about expected rent, availability and fittings; for sales about price expectation and documents. One form covers both mandate types.

Your next acquisition meeting starts with facts

Set up the form, send the link after first contact, arrive prepared. Start free.

Build your pre-capture now