Editable template
Open house sign-in sheet Word template fields
How I would set up an open house sign-in sheet Word template, with fields, spacing, QR backup, and follow-up notes.
A Word template is useful when the brokerage wants an editable open house sign-in sheet instead of a fixed PDF.
I would still keep the structure simple. The file format matters less than the fields, spacing, and follow-up workflow.
Start with one page
I would build the Word template as a one-page table. Landscape can work, but portrait is easier to print and place beside the QR code.
The first row should make the context obvious: property address, open house date, agent name, and brokerage contact. The visitor rows should stay short.
Use the right columns
For the visitor table, I would use name, email, phone, agent status, interest level, and notes.
That is enough to separate a serious buyer from a neighbor, a represented buyer, or someone who only wanted to see the house. If the sheet asks for more, people start skipping fields.
- Name
- Phone
- Already working with an agent?
- Interested in this property?
- Notes or question
Do not turn Word into a questionnaire
An editable file tempts people to add more fields. I would avoid broad personal questions, neighborhood preference assumptions, and anything unrelated to the visit.
HUD's Fair Housing Act overview lists protected categories including race, color, national origin, religion, sex, familial status, and disability. The sign-in sheet should stay about the open house and the next step.
Leave enough writing space
The most common Word-template mistake is shrinking the table until it looks tidy but is hard to use.
I would use fewer rows, taller row height, and a notes column wide enough for real handwriting. A clean half-full page is better than a dense sheet nobody fills out correctly.
Add a QR box without making it the whole page
If the Word template includes a QR code, I would put it in the header or a small box near the top, with the short URL printed underneath.
The FTC warns that QR codes can hide harmful links, so a visible destination helps visitors understand where the scan goes. It also gives them a manual fallback.
Keep buyer-agreement language separate
NAR says visitors who simply attend an open house on their own do not need a written buyer agreement just to tour.
That is another reason I keep the sign-in sheet plain. It is a visitor record and follow-up tool. Keep representation agreements and brokerage disclosure packets in their own workflow.
Export the useful rows
After the open house, I would not leave the Word file as the system of record. Move the useful rows into the lead list with the property, date, visitor notes, and next action.
The editable template helps at the table. The follow-up still needs structured records, especially when the agent wants CSV export, seller activity notes, or later email follow-up.
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