Open House Toolkit

Turn weekend traffic into real pipeline with a simple, repeatable plan for sign-in, conversations, and follow-up.

Instead of “hoping” good buyers walk in and remember you later, you’ll have a clear framework for how you greet, serve, and stay in touch—with roles for both you and your lender partner.

Open house flow that feels welcoming, not salesy.

Lead capture options that go beyond a paper sign-in sheet.

Follow-up scripts and touchpoints for hot, warm, and neighbor leads.

We’ll map your ideal open house—from signs out to follow-up sent—so you’re not guessing on the fly.

Format: Strategy session + on-demand toolkit Focus: Better conversations, better capture, better follow-up

What the Open House Toolkit is (and isn’t)

This isn’t a random checklist or a script you’ll never actually use. It’s a practical toolkit that walks you through how to run an open house with a clear purpose: build relationships and create real follow-up opportunities.

We’ll dial in your flow—from how you welcome people at the door, to how you capture their info, to what happens in the first 24–72 hours after they leave.

Strategic, not salesy Visitor-focused experience Built for real follow-up

What’s inside and how we’ll use it together

The goal is to leave you with a clear, simple play you can run at your very next open house—no overhauls, no overwhelm.

What you get

Pre-open-house checklist (signs, lender materials, flow plan).
Door greeting language that feels natural and low pressure.
Sign-in options: paper, digital, QR, or hybrid—plus what to actually say.
Follow-up text and email templates for serious buyers, casual lookers, and neighbors.
Simple ways to plug in your lender partner for payment scenarios and pre-approvals.

How we’ll put it to work

Review your current open house routine—what you like and what feels clunky.
Choose one main “flow” that fits your style and the homes you’re holding open.
Decide how you want visitors to sign in and how you’ll segment them afterward.
Map a simple 3–5 touch follow-up sequence you can reuse for every open house.

Why this approach works with open houses

Most open houses are either too passive (“sign in if you want”) or too pushy (“sign here before you look”). This toolkit helps you hit the middle: warm, intentional, and clear.

You make it easy for visitors to share their info without feeling pressured.
You position yourself as a guide, not just the person holding the door open.
You create a reason to follow up that feels helpful and specific.
You give your lender partner a clear role in the conversation when it makes sense.

Is the Open House Toolkit a fit for you?

This is for agents who want open houses to be a real lever in their business, not just something they “do because they’re supposed to.”

Great fit if...

You’re already hosting open houses and want better lead capture and follow-up.
You’re newer and want a plan so you don’t feel awkward or reactive.
You’re comfortable at open houses but know you’re leaving opportunity on the table.
You like simple systems you can repeat weekend after weekend.

Common use cases

Weekend open houses on new listings or price improvements.
“Coming soon” or neighborhood preview events.
Co-branded lender/agent open houses with clear roles.
Team playbooks so everyone runs a similar experience.

Common questions about the Open House Toolkit

Do I have to go fully digital for sign-in?

No. We’ll look at options—paper, digital, or hybrid—and pick what fits your comfort level, your market, and your typical price point. The focus is on how you frame the sign-in, not the tool itself.

What if my open houses don’t get a ton of traffic?

That’s okay. The toolkit still helps you create a great experience for every person who walks in—and we can talk about simple ways to boost traffic over time with better prep, signage, and promotion.

How does my lender partner plug into this?

We can decide where it makes sense to bring us into the conversation—whether that’s a payment flyer, a QR code to a quick scenario calculator, or being available for on-the-spot pre-approvals after your open house.

Is there any cost for the toolkit or session?

There’s no cost for the strategy session or the toolkit when we’re working together. If you’d like deeper team training or an office workshop on open houses, we can talk about what that could look like.

Ready to turn open houses into real pipeline?

We’ll walk through your current approach, plug in the toolkit, and leave you with a weekend-ready plan you can start using at your very next open house.

See more ways we support agents

All loans subject to approval. Equal Housing Lender.