Printable sign-in sheet
Open house sign-in sheet template fields
A practical open house sign-in sheet template for real estate agents, with the fields that matter and the fields I skip.
A good open house sign-in sheet does one job: it gives the agent enough information to follow up without making the visitor feel like they are filling out a mortgage application at the door.
I keep the paper version short. Name, email, phone, buyer status, agent status, and one intent question are enough for most open houses.
The fields I include
The sheet should be fast to fill out while people are standing in the entryway. If the first line takes effort, the rest of the page gets worse.
For a basic open house, I use these columns:
- Name
- Phone
- Looking to buy?
- Already working with an agent?
- Notes or property feedback
Why those fields are enough
Name and contact details are obvious. The buyer-status fields are what make the follow-up useful. A neighbor, an unrepresented buyer, and a buyer who already has an agent should not get the same message.
I do not ask for a full address on the first pass. If someone wants to talk seriously, there is time for that after the visit. The sign-in sheet is not the CRM. It is the handoff into the CRM.
Safety still matters
NAR's open house guidance tells agents to prepare with a checklist and treat safety as part of the event, including checking in with the office, asking for identification, and limiting how many people are in the house at once.
That is one reason I still like having a printed backup sheet. QR sign-in is cleaner for follow-up, but paper is useful when a phone is dead, the signal is poor, or the room gets busy.
Buyer agreements at open houses
NAR says someone simply visiting an open house on their own does not need to sign a written buyer agreement. The listing agent hosting the open house is also not required to enter written agreements with those visitors just because they attend.
That does not change your local forms or brokerage policy. It does mean the sign-in sheet should stay focused on visitor capture, not try to act like a representation agreement.
My simple paper workflow
I print one page before the open house and keep it next to the QR code. Visitors can scan first. If they do not want to scan, they can write their details.
After the event, I move the useful entries into the lead list, tag anyone who needs follow-up, and keep the paper only as long as my brokerage policy requires. Nothing fancy.
Sources checked
Use the tool behind the article.
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