The Only Real Estate Open House Sign-In Sheet You’ll Ever Need

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All printable sign-in sheet templates have on the issue in common—they require manual data entry. Try this digital solution at your next open house.

For buyers, finding the right house is like falling in love. It’s an exciting commitment, but a little scary! That means that real estate agents have one of the hardest jobs out there—matchmakers. If you’re an agent, you know that hosting open houses are essential to finding a match made in heaven. In other words, finding the perfect person to buy your client’s property.

There’s a lot to focus on during an open house: making sure the house is staged properly, keeping the anxious owner calm, and answering questions from visitors. Wouldn’t it be nice if you could automate some of that?

With everything you have on your plate, the last thing you should have to worry about is finding the perfect open house sign-in sheet template, printing it, making sure people fill it out properly/legibly, then adding their info to your CRM.

There’s no doubt that having open house visitors complete a sign-in sheet is an important part of real estate marketing. After all, you’re not just there to showcase a property, you’re there to find sales leads. It’s not easy, but there is a better, more efficient way that can save you time, money and effort. And it involves a technology we’re all familiar with: texting.

The Problem With Real Estate Open House Sign-In Sheets

Let’s talk about the most common type of sign-in sheet: the ones that are printed out. When a visitor is taking a tour of your property, you should do everything you can to make them excited and at home. The thing is, no one likes filling out paperwork. And that’s exactly what a physical open house sign-in sheet feels like.

Plus, if your sign-in sheet contains a lengthy questionnaire to qualify your lead, it can take a while to fill out. That’s time that you could be spending selling the property and connecting with the clients.

Finally, if you’ve ever gone to add the emails and names you collected to your CRM, you may have asked yourself, “Is that a g or a 9?” Unfortunately, not everyone has the clearest penmanship. Your time is valuable. Don’t spend it trying to decipher open house visitors’ handwriting.

Ditch Your Open House Sign-In Sheet, Do This Instead

With texting, you can collect all the same information from buyers as a traditional sign-in sheet, and it requires less tedious work. It isn’t just convenient for real estate professionals, either. Buyers prefer it too. Why? Because everyone carries their phone with them, and everyone’s phone is capable of sending and receiving SMS messages.

Here’s how it works: real estate agents create a keyword for each open house such as “123MainSt” then visitors text that keyword to the agent’s number. (The number can be a text-enabled landline, toll-free number, or a short code such as 555888.)

Anyone who texts in the keyword will be automatically asked for additional details such as their name and email address. We set up an example to give you a better idea of how this works.

Go ahead and text 123MainSt to 555888 to give it a try!

There are a few reasons this sign-in method is so effective. First off, it only takes people a few seconds to write a text. Secondly, by replacing your open-house sign-in sheet with SMS, you can ensure the information you gather is accurate. Not only that, but because people prefer texting to other forms of communication, you’re opening yourself up to more leads.

Automating Your Real Estate Open House Sign-In Process

If saving time and gathering more leads sounds good to you, read on.

We’ll walk you through exactly how to replace your sign-in sheet with SMS messages. First, you’ll need to sign up for an SMS marketing platform. If you’re just curious, but not ready to commit, you can sign up for a free 14-day trial of SimpleTexting here.

1. Create a Sign-In Keyword

In the example above, the keyword is “123MainSt.” You can make yours anything you want. Just make sure to keep it short, sweet, and easy to remember. We recommend making it the house number and street name. By the way, we offer unlimited keywords, so this sign-in process works even if you have several properties in your portfolio. Just create a keyword for each one!

2. Write an Automatic Follow-Up Message

In the world of SMS marketing, this is known as an auto-confirmation message. It’s the text that your visitors will receive right away when they text in your keyword. This is your chance to thank your open house guests for taking the time to view your client’s home.

In the world of SMS marketing, this is known as an auto-confirmation message. It’s the text that your visitors will receive right away when they text in your keyword. This is your chance to thank your open house guests for taking the time to view your client’s home.

Today 1:15
123MainSt
Thanks for stopping by the open house at 123 Main St!

3. Decide What Info You Want From Your Open House Visitors

Once someone texts in your keyword, you can send a series of prompts asking for additional info. Typically, a real estate open house sign-in sheet requests a visitor’s name, email, and phone number. Depending on your specific needs, you may want to ask for other info such as:

  • Whether or not your lead is pre-approved for a loan
  • What types of properties they are interested in (apartments, town homes, etc.)
  • How they found out about your open house (email, word of mouth, sign, etc.)

For now, let’s focus on the essentials. Using SimpleTexting, you can quickly ask for this info using the data collection app. Here’s what it would look like:

Today 1:15 PM
What’s your first and last name?
David McCullough
Thanks! Can you reply with your email so that I can follow up with more info and other relevant listings?
DavidMcM@gmail.com

4. Connect Your Real Estate CRM

As we mentioned, one of the benefits of forgoing a traditional open house sign-in sheet for SMS messages is that you can automate a lot of your busy work. By plugging in SimpleTexting to your existing real estate software, you can effortlessly add these new leads to your database.

Let’s say, for example, you use Freshsales CRM. Using Zapier, you can connect Freshsales to SimpleTexting without writing a single line of code. Here’s a step-by-step guide. Once complete, it’ll work like this:

  1. A potential buyer texts in your keyword
  2. They text in their email, name, and other info
  3. A new contact is created in Freshsales (or your preferred CRM)

No misspelled emails, numbers, or names. No more manual data entry. You’ll never want to go back to paper sign-in sheets again, and neither will your leads!

Following Up After Your Open House

After a successful open house, the work has just begun. Now you have to qualify leads, follow up with them, and ultimately close a deal! Even if the home your lead visited isn’t the right one for them, it’s worth taking the time to keep in touch should another property become available that they may be interested in. Features like automatic text messages help you do a lot of this work. Create texts that go automatically out days, weeks, or months after someone comes to your open house.

Replacing your open house sign-in sheet is just one way that texting can make you a more efficient real estate agent. Download our free start-to-finish guide to text messaging for real estate to learn all the tricks of the trade. And when you’re ready to give it a try yourself, sign up for risk-free trial. No credit card required. No strings attached.

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