Open house app for realtors checklist

The app should create a sign-in link and QR code for each property. Visitors scan, enter their details, and the lead record is already attached to the right open house.

I still want a printable fallback. NAR's open house guidance treats preparation as part of a successful event, and a paper sheet is part of that preparation.

The form should ask for contact details, agent status, buyer timing, and one useful question. That is enough to decide the next follow-up.

Long forms hurt completion. If the agent needs a full buyer questionnaire, that can happen after the visitor asks for help.

The FTC warns that QR codes can send people to spoofed sites or other harmful links. I would want the printed material to show a recognizable short URL under the QR code.

That is not complicated, but it matters. A visitor should be able to see where the code goes before opening it.

NAR says someone simply attending an open house on their own does not need a written buyer agreement just to tour. The hosting agent also is not required to enter a written agreement with those visitors just because they attend.

That is why I keep the app focused on visitor sign-in, questions, and follow-up. Representation paperwork belongs in the brokerage-approved workflow.

The best lead record has the property, visit date, visitor question, agent status, and next action. Without that, the agent is stuck sending a generic thank-you.

I would also want quick tags for disclosures, comps, similar homes, pricing concern, seller lead, and represented buyer. Tags beat trying to remember every conversation later.

Email and text follow-up need context and consent discipline. The FTC's CAN-SPAM guide covers commercial email requirements such as accurate sender information, truthful subject lines, a valid postal address, and opt-out handling.

For text, I would keep the first message tied to the visit and avoid treating a phone number as permission for automated campaigns.

Even if the app has built-in follow-up, I still want CSV export. Agents change CRMs, brokerages have their own systems, and teams need a clean way to move data.

A simple export with property, date, visitor fields, notes, and consent context is enough.