Paper sign-in sheets go into a folder and sometimes sit there for days. Open house follow up automation exists because by the time you get round to calling, many visitors have already spoken to another agent, or forgotten which house was yours.
Some handwriting is unreadable, some emails are missing a letter, and neighbors and serious buyers end up on the same list. Following up personally with every visitor after a busy weekend is hard to fit in alongside showings and paperwork. The people most likely to become clients are the ones who need to hear from you first.
How open house follow up automation works
Visitors sign in digitally
Visitors sign in on a tablet at the door or by scanning a QR code with their own phone. The form asks only for the essentials, so nobody queues at the door.
A same-day thank-you
Each visitor gets a same-day thank-you with the property details, photos and your contact information.
Buying, selling or browsing
Visitors are asked whether they are buying, selling or just browsing, with one simple question.
The right follow-up
Buyers and sellers are tagged in your CRM and receive the follow-up that fits them, while browsers get a lighter touch. Sellers can be offered a valuation conversation, and buyers can receive similar listings.
What it connects to
It replaces the paper sheet with a sign-in that feeds straight into the CRM you already use. Nothing has to be typed in after the event.
Digital sign-in form or QR code
Collects names, emails and phone numbers accurately at the door.
CRM
Creates or updates each visitor's contact and tags them by intent.
SMS and email
Sends the thank-you, the property details and the follow-up sequence.
Get it
Request this automation
Tell us which tools you use today and what should happen automatically. We are collecting requests for this automation, and they help decide what is added to the marketplace first. We will email you as soon as a ready-made version is available. No obligation and nothing to pay.
Get the template when it's ready
Leave your email and we will let you know when a ready-made open house follow-up template is available.
Questions
Do visitors need to download anything?
No. They either type their details on your tablet or scan a QR code that opens a simple form in their phone's browser. Nothing needs to be installed, which keeps the sign-in quick at the door.
How soon does the follow-up go out?
The same day, usually within a few hours of the open house or right after the visitor signs in, depending on what you prefer. Many agents like a message waiting when visitors get home. If you prefer to send a personal message first, the automatic follow-up can wait until the next morning instead.
Can it tell buyers from neighbors?
Yes, by asking. One question at sign-in or in the first message, such as whether they are buying, selling or just looking, sorts visitors so each group gets a different follow-up. Neighbors who might sell later can be tagged too.
Does it add visitors to my CRM?
Yes. Each visitor is created or updated as a contact with their answers and the property they visited, so your database grows with every open house instead of staying on paper.
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