Real Estate · Free Template · ~9 steps
Real Estate Open House Procedure
An agent who wants every open house to follow the same protocol — for safety, for lead capture, and for actual offers.
Real Estate · Free Template · ~9 steps
An agent who wants every open house to follow the same protocol — for safety, for lead capture, and for actual offers.
Who it's for
Listing agents, buyer's agents covering for listing agents.
When to run it
Every open house, residential or condo.
Step-by-step, in order. Each step has the action and the reason it matters.
Park around the corner so visitors don't see your car blocking the driveway. Walk the property — note anything the seller left out, anything broken since last visit.
Main 'Open House' sign at the property. Directional arrows at the nearest two cross streets, minimum. More if the area is hard to find.
Sign-in sheet at a small table by the front door. Property flyer next to it. Pen that works. Any seller-provided info materials in the same spot.
Every interior door open. Every light on (yes, even daytime). Every blind up. Buyers form their first impression in 30 seconds and dark rooms feel small.
Stand at or near the entry. Greet each person by name (ask for it). Hand them the flyer. Ask them to sign in for security and for follow-up. Most won't refuse if framed as security.
Why: Sign-in sheets are the entire ROI of open houses. Without contact info, the open house is an expensive marketing event with no lead capture.
Don't follow them through the house. Point them to the kitchen and let them explore at their own pace. Be available for questions.
Watching the kitchen for 10+ minutes? They're imagining cooking there. Asking about taxes or commute? They're serious. Photographing rooms? Very serious. Mental notes go into the CRM after they leave.
Walk every room. Confirm no one's left in the house (it has happened). Lock every door and window. Reset the lockbox. Take signs down.
Within 4 hours of close, send a personalized text or email to every sign-in. Reference one specific thing from the conversation (kitchen layout, school district, the deck). Don't blast a generic 'thanks for visiting.'
Trainer notes
The same-day follow-up is the difference between an open house that generated leads and one that generated visitors. Most agents skip it because they're tired. Set a phone alarm before the open house for 4 hours later.
Who should run the real estate open house procedure?
Listing agents, buyer's agents covering for listing agents.
When should this real estate procedure be run?
Every open house, residential or condo.
How many steps does the real estate open house procedure have?
9 steps. The procedure starts with "Arrive 1 hour before start" and ends with "Same-day follow-up to every signed-in visitor". Each step in between has the action and the reason it matters.
What's the most common mistake when running this procedure?
Not asking visitors to sign in (lost leads forever). The same-day follow-up is the difference between an open house that generated leads and one that generated visitors. Most agents skip it because they're tired. Set a phone alarm before the open house for 4 hours later.
Can I get a custom version written for my real estate business?
Yes. TalkNDone generates a custom SOP from your voice or text description in about 5 minutes — written using your team's words, your equipment, and your specific procedure. $49 one-time, free preview before you pay, no subscription. Start at talkndone.com.
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