Real Estate Agent Service Capacity Assessment Form
Use this form to assess a real estate agent’s current service capacity, workload, availability, and readiness to take on new clients or assignments.
Agent Background and Service Scope
Agent Full Name
*
First Name
Middle Name
Last Name
Brokerage or Company Name
*
Service Area(s) Covered
*
City Center
Suburbs
Surrounding Counties
Regional
Statewide
Virtual/Remote
Other
Licensed Market(s)
*
Residential
Commercial
Luxury
New Construction
Investment Properties
Rental/Leasing
Vacation Properties
Other
Primary Property Type(s) Handled
*
Single-Family Homes
Condos/Townhomes
Multi-Family
Land/Lots
Commercial Properties
Rental Units
Luxury Estates
Other
Years of Real Estate Experience
*
Current Service Model
*
Buyer Representation
Seller Representation
Dual-Sided Support
Leasing
Mixed
Capacity, Workload, and Availability
Current Number of Active Clients or Transactions
*
Weekly Availability
*
Very Limited
Limited
Moderate
High
Very High
Responsiveness
*
Slow
1
2
3
4
5
6
7
8
9
Very Fast
10
1 is Slow, 10 is Very Fast
Current Workload by Category
*
Service Coverage and Support Readiness
Service support readiness
*
Rows
Fully ready
Mostly ready
Limited capacity
Not available
Communication frequency
1
2
3
4
Appointment coordination
5
6
7
8
Showing coverage
9
10
11
12
Negotiation support
13
14
15
16
Transaction management
17
18
19
20
Follow-up cadence
21
22
23
24
Additional team support or referral coverage needed?
*
Please Select
No, fully covered
Yes, additional team support needed
Yes, referral coverage needed
Partially, depending on the assignment
Current constraints or limitations
Notes on coverage exceptions or support conditions
Client Fit and Assignment Decision
Types of Clients You Can Currently Take On
*
First-time homebuyers
Sellers
Relocation clients
Luxury buyers
Investors
Land buyers
Commercial clients
Rental clients
Other
Expected Response Time
*
Please Select
Within 1 hour
Within 4 hours
Same business day
Within 24 hours
Longer than 24 hours
Preferred Communication Channels
*
Phone
Email
Text message
Video call
In-person meeting
Client portal
Other
Maximum New Client Load in the Near Term
*
Current Assignment Readiness
*
Ready now
Ready with limits
Not available right now
Notes or Assignment Considerations
Submit
Should be Empty: