Open Houses — Sign-In Sheet & Lead Capture
Run an open house with a digital sign-in sheet (tablet or phone), capture every visitor as a lead, and automatically follow up with a thank-you and a CMA offer.
Steps
- Open a Property > Open Houses panel > "+ Schedule Open House".
- On the day, open the sign-in URL on a tablet at the door — visitors enter name, email, phone, agent (yes/no), buying stage.
- Each sign-in creates/updates a contact tagged "open-house-{address}".
- After the event, send the templated thank-you + CMA-of-this-area drip with one click.
Good to know
- Sign-in form is mobile-friendly and works offline (queues entries until reconnected).
- Hot leads (buying within 90 days) get a high-priority follow-up task auto-assigned to the listing agent.
Example: Sunday open house at 412 Maple — 38 sign-ins on the iPad at the door. 4 are "buying within 30 days" (auto-flagged hot, high-priority follow-up tasks created), 12 within 90 days (drip enrolled), and 22 are tire-kickers (newsletter list). Alex never copies a single name from a paper sheet again.