Articles

Visitor sign-in

Sign-in sheet for open house visitors

How I would set up a sign-in sheet for an open house, with the fields that help follow-up and the fields I would leave off.

Updated 2026-07-045 min read

A sign-in sheet for an open house has to work while people are standing in the doorway, with visitors waiting behind each other.

I keep it to one page, a few useful fields, and a clear handoff into follow-up. Anything more belongs in the CRM after the visit, not on the entry table.

Use a short visitor table

The sheet should answer three questions: who came, how can I reach them, and what should I do next?

For most open houses, I would use these columns:

  • Name
  • Email
  • Phone
  • Already working with an agent?
  • Interested in this property?
  • Question or feedback

Put the property context at the top

The header should show the property address, open house date, agent name, brokerage, phone, and email.

It looks basic, but it saves cleanup later. If the agent hosts two open houses in a weekend, loose paper without property context becomes annoying fast.

Leave off personal questions

I would not ask about family, lifestyle, neighborhood assumptions, or anything unrelated to the property visit.

HUD's Fair Housing Act overview lists protected categories including race, color, national origin, religion, sex, familial status, and disability. Keep the sign-in sheet about contact details, agent status, property interest, and the next step.

Keep buyer agreements separate

NAR says someone simply visiting an open house on their own does not need a written buyer agreement just to tour the home.

I keep the sign-in sheet plain for that reason. It is a visitor record and follow-up tool. Representation paperwork, disclosures, and brokerage forms belong in their own workflow.

Use QR as the cleaner path

Paper works, but it creates handwriting cleanup. A QR form stores the visitor answer immediately and tags the property and open house date without another data-entry pass.

I would still keep the printed sheet beside the QR code. Phones die, visitors hesitate, and busy rooms need a fallback.

Show where the QR code goes

The FTC warns that QR codes can hide harmful or spoofed links. At an open house, I would print the visible destination or short URL below the QR code.

That small line makes the scan less mysterious and gives visitors a manual option if scanning fails.

What I do after the open house

After the event, I move the useful entries into the lead list with the property, visit date, agent status, feedback, and next action.

The sheet is only useful if it turns into follow-up. Send the listing link, answer the visitor's question, respect agent status, and keep notes clean enough for a seller update.

Sources checked

Related guides

Use the tool behind the article.

Print the free sheet