The real estate form builder is where you create the lead capture forms that go on your website. It's a drag and drop form builder with a palette of field types on the left, a live canvas in the middle, and a settings panel on the right. You add fields, arrange them, set up what happens when someone submits, and publish — no code needed.

This article is the orientation. It covers where to find the builder, the five main concepts, how the editor is laid out, the two ways to start a new form, and how forms end up on your published site. Each section links out to a deeper article when you're ready to dig in.

The form builder lives in your back office under the Marketing section, where you spend most of your time when you're building out your real estate site. The nav item is Squeeze Forms & SMS, with three sub-items that cover the full form workflow:

• All Forms. This is the list page showing every form on your site, with edit and duplicate buttons.
• Form Builder. This opens the builder for a new form.
• Submissions. Every form submission, with filter and export options.

To edit an existing form, go to All Forms and click the form's name. To start a new one, click + New Form in the upper right. The builder opens in full-screen mode — no sidebar, no distractions, just the editor.

You can also reach the builder directly at /back-office/pages/forms/builder.php once you know your way around. Both routes lead to the same editor.

Five things make up every form you'll ever build with the lead capture form builder. Once you understand the five, the rest of the builder makes sense and the documentation in the other articles is much easier to follow. Most tenants pick this up after their first form.

• Forms. A form is the top-level container. It has a name, a slug, and a publish state. One form can appear in multiple places on your site.
• Steps. A form has one or more steps. Single-step forms show everything on one screen. Multi-step forms break questions across screens — useful for longer forms where you want to keep the first screen lightweight.
• Fields. Each step contains fields. The form builder has 12 field types — single-line text, email, phone, address, dropdown, radio, checkboxes, textarea, hidden, date, file upload, and SMS consent. See Form Field Types Reference for the full list.
• Settings. Settings cover what happens around the form — the step indicator, captcha, the thank-you page, ebook delivery, and drip enrollment. See Form Settings for the panel walkthrough.
• Automations. Automations are the actions that fire on submission — send an email to the lead, text the team, push to a CRM, trigger a webhook. See Form Automations.

Most of your time in the builder is spent on Fields and Settings. Steps and Automations matter when you have a specific need; Forms is the container you mostly leave alone.

The drag and drop form builder uses a three-column layout that stays the same whether you're building a simple contact form or a 5-step seller intake. Once you know the layout, every form feels familiar. The same three columns show up every time you open the editor, in the same positions, with the same controls.

• Palette (left). Every field type you can add, organized by category — Basic, Contact, Advanced, Property, Legal. Drag a field from here into the canvas.
• Canvas (middle). The form in progress. Each field shows as a card you can click, drag, reorder, or delete. Steps appear as horizontal bands across the canvas.
• Inspector (right). Settings for whatever you've clicked. Click a field, you see field settings. Click a step, you see step settings. Click the Settings button in the header, you see form-level settings.

Across the top of the editor, four buttons run your workflow: Settings, Preview, Automations, and Publish. Settings and Automations both load into the Inspector panel on the right. Preview opens a live render of the form in a new tab. Publish makes the form available to embed on your site.

Auto-save runs in the background. Every drag, every typed character, every checkbox toggle is saved as it happens. There's no Save button — leave the page when you're done and your work is already preserved.

There are two ways to start a new form in the multi-step form builder. Pick based on how close a pre-built template gets you to what you need — and remember, you can always switch from one path to the other later. Many tenants start with a preset, then keep customizing until the form does what they need.

Start from a preset. The builder ships with several presets — Cash Offer Request, CMA Valuation, Buyers List Signup, Ebook Squeeze, and others. Each preset has the fields, steps, and automations already wired in for that use case. Pick one, rename it for your site, and you have a working form in about a minute. See Creating a Form from a Preset for the full walkthrough.

Build from scratch. Start with a blank form and add fields one at a time. This takes longer but gives you full control over every field, label, and behavior. Use this when none of the presets fit, or when you want a form that does something specific. See Building a Custom Form from Scratch.

Most tenants start with a preset and adjust from there. Presets are also a useful reference even if you're building from scratch — open one in a separate tab to see how a working form is wired together.

A form in the website form editor is the source. To get it onto your published site, you embed it on a page. There are five placement options that cover almost every spot a form needs to appear on a real estate website. The same form can be embedded in multiple placements at once.

• Hero section. You can insert a form directly from the hero section from your page builder or blog editor.
• CTA. Like the hero, you can insert a form from the CTA section.
• Use tokens. You can insert a form token anywhere in your content to render a form

Once a lead submits a form, three things happen at once. All three run in parallel and complete within a second or two, so by the time the lead sees their thank-you message, the data is already where it needs to go and the automations are already firing.

• First, the submission lands in your submissions inbox at Squeeze Forms & SMS → Submissions. Every submission stores the field values, the timestamp, the lead's IP, and the consent records if any consent fields were on the form. See Viewing and Managing Submissions for what you can do from there.
• Second, the lead is created or updated in your CRM. If their email or phone matches an existing lead, the new data merges into that lead's record. If not, a new lead is created.
• Third, the automations on the form fire. The lead sees the thank-you message (or gets redirected to a thank-you page), the email and SMS automations send their messages, the drip sequence enrolls the lead if you wired one up, and any webhook actions push the data downstream.

All three happen within a second or two of the lead hitting Submit. From your end, you get an email or SMS alert (if you wired one up) telling you a new lead is in.

The real estate form builder has more depth than any single article can cover. Use this overview to get oriented, then pick your next read based on what you're trying to do. Most tenants follow one of three paths through the documentation, depending on where they are in the build.

Building your first form. Start with Form Field Types Reference for the menu of fields you can drop into a form. Then move to Creating a Form from a Preset for the fastest way to get a working form on your site. If you want full control over every label and behavior, Building a Custom Form from Scratch walks through doing it field by field.

Working with specific field types and form settings. For Google-powered address capture on seller forms, see Address Autocomplete Form Field. For TCPA-compliant SMS opt-in before texting leads, see SMS Consent Form Field. For longer forms split across screens, see Multi-Step Forms and Step Indicators. For everything around the form itself — captcha, thank-you behavior, ebook delivery, drip enrollment — see Form Settings.

After your form is live. Once leads are coming in, Form Automations is where you wire up the email, SMS, and webhook actions that fire on submission. Viewing and Managing Submissions covers the inbox side — filtering, exporting, and acting on incoming leads. For seller leads or any form with a property address, Property Data Enrichment shows how to pull bedrooms, square footage, and tax data on demand.

For the full feature pitch on what the form builder offers, see SiteStakes Forms.