Real estate template
Real estate open house sign-in sheet template
What I put in a real estate open house sign-in sheet template, what I leave out, and how I connect it to QR check-in.
A real estate open house sign-in sheet template should be simple enough for the entry table and structured enough for follow-up.
I would treat the template as the paper version of the same workflow I want in the CRM: who visited, how to contact them, whether they have an agent, and what they asked about.
Start with the event details
The top of the template should identify the property before anyone writes their name. Property address, open house date, agent name, brokerage, phone, and email are enough.
That header matters later. If an agent hosts several open houses in the same week, a loose sheet with no address turns into cleanup work.
Use fields that help follow-up
I would keep the visitor section short. The sheet should create a useful next step after the visit, not collect every fact about the buyer at the door.
These are the fields I would include:
- Name
- Phone
- Already working with an agent?
- Interested in this property?
- Question or feedback
- Follow-up needed
Skip sensitive questions
The template should stay away from personal questions that are not needed for the open house. I would not ask about race, religion, family status, disability, national origin, or other protected traits.
HUD's Fair Housing Act overview lists protected categories including race, color, national origin, religion, sex, familial status, and disability. The safest template is about the visit, the property, contact details, and requested follow-up.
Ask about agent status clearly
Agent status is useful because it changes the follow-up. A represented buyer should usually go through their own agent. An unrepresented buyer who asks for help may need a different next step.
NAR says someone visiting an open house on their own does not need a written buyer agreement just to tour. The sign-in sheet should collect open house context, not act like representation paperwork.
Leave enough writing room
The template needs fewer rows than most people expect. Email addresses and notes need space. A cramped sheet creates bad data, and bad data makes follow-up slower.
I would rather print two readable pages than one packed page that turns every email address into a guess.
Use QR check-in beside the template
Paper is useful as a fallback. QR check-in is better when the agent wants clean fields, saved properties, follow-up status, and CSV export.
I would keep the same core questions on paper and in the QR form. Visitors can pick the method, and the agent still ends up with one consistent lead list.
Show the QR destination
The FTC warns that QR codes can hide harmful links. At an open house, I would print the visible URL under the code and use a domain visitors can recognize.
That small detail makes the QR card easier to trust and gives visitors a backup if scanning fails.
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