open house forms - single event set · 2018-05-06 · open house forms - single event set (21 pages...

Open House Forms - Single Event Set (21 Pages in Print Set - Forms Last Updated May 2018)

I. Action Plan (Two Pages, Advanced Course)

II. Guest Registry (Five Pages, Ten Sign-in’s, Do-Not-Call Compliant)

III. Seller Home Preparation Form (Two Pages, Secrets to Success form)

IV. Seller Feedback Form (One Page)

V. Buyer Survey and Appointment (Four Pages, Four Prospects)

VI. Seller Survey and Appointment (Two Pages, Two Prospects)

VII. Open House Rules & Sign-in Request Stand Up Signs (One Page Each)

VIII. Event Review Forms (Two Pages, Two Up Landscape Orientation)

(Pages 18 – 19 may be optionally printed in color.)

Add/Copy individual pages as needed/anticipated.

Association Forms not included in this set.

Initial Buyer Consultation package, “I have buyers” Letter, Expired and FSBO

Solicitations, Buyer and Seller Anchoring Booklets, Client Satisfaction Survey,

Request to Borrow Listing, Follow-up Farming Package.

The Open House Action Plan

Property Address: ________________________ City/Zip _________________________________

Event Date: □ First ________________________ Time(s): _________________________________ Listing Agent: ________________________ Contact: _________________________________

Is the Home on an Agent Lockbox: □ Yes □ No Other Security or Codes: ____________________

Is Home Occupied: □ Vacant □ Home Owner □ Tenant Name/Ph. # _________________________

To Do Who Done Due Basic “Everyday” Open House Activity

□ □ ASAP Drop off/Email “Secrets to Success” to Occupant or Listing Agent

□ □ ASAP Ask List Agent to Notify: □ MLS □ Zillow □ Realtor □ ________

□ □ ASAP Host Agent to Request: □ Promo Flyer/Etc. □ Lender Rate Sheet

Host Agent to Prepare: □ Guest Sign-in Sheet or Tablet App

□ □ Day -4 Pre-Event Email: To Everyone in your prospect database

□ □ Day -4 Newspaper Advertising: What: Budget $

□ □ Day -3 Host Agent to Post to: □ Nextdoor □ CL □ Facebook □ ________

□ □ Day -3 Walk/Mail Neighbor Invites: □ 10/10/20 + ___________________

□ □ Day -3 Pre-Event Signage: □ For Sale Rider, □ Flyer Box, □ __________

□ □ Day -1 Refreshments/Snack: What: Budget $

□ □ Day -1 Inventory Display/Review: □ Map □ Tour Book □ ___________

□ □ In File Compulsory On-Site Documents: □ Buyer Survey □ Seller Survey

□ Back-up Sign-in □ Listing Presentation □ Buyer Consultation

□ Your Agent Brochure □ Sign-in Request □ Open House Rules

□ □ Ready □ Sign-In Table □ Sitting Table/Chairs □ Survey Clipboards

□ □ Day of Road Signs: Who _______ #Signs ___. Who _______ #Signs ___.

Optional Advanced and “Mega” Open House Activities

□ □ ASAP Add Neighbor Party: □ To be Catered. See P. 2 Supplement

□ □ Day -5 Renters Invite Mail/Drop-offs: How Many: or Budget $

□ □ Day -3 Expired Invite Mail/Drop-off: How Many: or Budget $

□ □ Day -5 FSBO Invite Mail/Drop-off: How Many: or Budget $

□ □ Day -5 Facebook/Nextdoor Ads: □ ______________ □ ______________

□ □ Day -5 Promotion/Drawing: What: Budget $

End of Event - After Open House Activities

□ □ Day of End of Event Email Survey and Thank You Call: To All Prospects.

□ □ Day of End of Event Written Note and Drip Email: To Best/All Prospects.

□ □ Day 2+ Promo Text / Did you get note call / Set Appt. or Tour Request

□ □ Day +1 I have Buyers/Neighborhood Thank You Mailing:

To Home Owners: Radius or # _____. To Landlords: # or $______.

Notes or What was learned from this event: _______________________________________________

__________________________________________________________________________________.

Est. # Agent Groups ___ # Other ___. □ Left Thank You Note. □ Took Picture. □ Sent Results to LA.

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM OHAP - 0118 NAR is a registered trademark of the NATIONAL ASSOCIATION OF REATORS® ©2018 All Rights Reserved. The Open House Association.

The Open House Action Plan, Page 2 – Teams

Lead Agent: _______________________ Contact: ______________________________________

Best Lender: _______________________ Cell: ____________________ □ at Event or □ on Call

Agent #2: _______________________ Cell: _______________ Email: __________________

Agent #3: _______________________ Cell: _______________ Email: __________________

Agent #4: _______________________ Contact: ___________________ □ at Event or □ on Call

Agent #5: _______________________ Contact: ___________________ □ at Event or □ on Call

Supplement: Theme or Neighborhood Party: ______________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

Pre-Event Meeting and Review of Home Inventory: Date: _________________ Time: ____________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

Team / Working Group Split

Agent Split: (Check one box only. If none checked, No Split or Team Split, where applicable, assumed.)

□ No Split – Agents take prospects as they come in. No share on any developed business.

□ Team Split – Refer to your written “Team or Similar Contract”, if applicable, which exclusively controls

how commission splits and acquired leads are paid, owned and managed.

□ Yes Open House Split – Any Agent, signed below, with clients sourced at this Open House will refer a

percent, listed below, of his/her gross commission to the Pot. The pot (below) shall be shared by all other

NAR® real estate agents (not lenders) signed below. That includes any buy or sell-side clients that close

any transactions within 12 months. Referrals to other prospects from clients found at this Open House and

any deals with a closing beyond 12 months from this Open House shall not be shared or require a referral

to other agents unless otherwise agreed in writing. Split referred to the Pot:_____% (15% Recommended).

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name: __________________________________________ Spouse: ____________________Email Address: _______________________________________Phone Number: ______________________________________

Name: __________________________________________ Spouse: ____________________Email Address: _______________________________________Phone Number: ______________________________________

You’re welcome to take a brochure and have a look around.

You’re welcome to take a brochure and have a look around.

By providing your phone number and signature above, you are giving the hosting brokerage permission to call you.

By providing your phone number and signature above, you are giving the hosting brokerage permission to call you.

How can we help you today?

How can we help you today?

What are your plans?

What are your plans?

How did you hear about thisOpen House?

How did you hear about thisOpen House?

Home Address: ______________________________________________________________________________________________________________________________________

Home Address: ______________________________________________________________________________________________________________________________________

I/We are ready for some serious help on our next move.

I/We are ready for some serious help on our next move.

Buyer in next ___ months

Buyer in next ___ months

Okay to Text.

Okay to Text.

Send me similar homes.

Send me similar homes.

I could use a lender and advice on costs.

I could use a lender and advice on costs.

Other___________________________________________________________________________________

Other___________________________________________________________________________________

Sell/Buy if I find the right house

Sell/Buy if I find the right house

Saw the signs

Saw the signs

Other: _______________

Other: _______________

I need a free evaluation of my current home.

I need a free evaluation of my current home.

Seller in next ___ months

Seller in next ___ months

Online/Website

Online/Website

Just looking today

Just looking today

Agent: _______________

Agent: _______________

PLEASE SIGN IN AT SELLER’S REQUEST

Signature:Signature:Signature:Spouse:

Signature:Spouse:

Copyright 2018. The Open House Association.

Spouse: Signature:

Spouse: Signature:Signature:

Spouse: Signature:

(See Below)

(See Below)

Okay if important. Text.Okay to Call. Okay to Text.Okay to Text.Okay to Text.

Call if Important. Text Ok.Ok to Call.

Ok to Call. Call if Important. Text Ok.

For form copies, visit www.TheOpenHouseAssociation.com. Copyright 2018. All Rights Reserved.

Type your text

Copyright 2018. The Open House Association. For form copies go to www.theopenhouseassociation.com. Form GR052018

Dear Seller or Occupant: Please leave this form on the Kitchen Counter

for the Open House Realtors® to review. (Agents will not remove).

Seller Open House Preparation Here are a few recommendations from the Open House agents.

□ Hazards – You know best if there are any special hazards, modifications or safety

concerns. Things like cords running across high traffic areas, loose electrical fittings,

unfinished projects, bumps in the carpet or uneven flooring, bad air or low ceilings and so

on. Please make a note of any below and feel free to mark them with red or blue tape to

make them more visible to the agents and your visitors. Finally do not water outside just

before you leave, particularly on the walkway entrance.

□ Cleaning – Obviously keep the home as clean as possible. Having a maid come in may be

warranted. Some items are harder to clean than others; grout often is better replaced

than cleaned. So too with shower curtains. Drapes, carpets and windows are fine with a

professional cleaning. And please move any extraneous furniture into the garage.

□ Landscape – Don’t forget about the yard. If you haven’t hired a gardener to get it

organized, please consider it. Water a little extra if need be, and make sure to pick up

after your pets.

□ Pets – You know your pets best, if a crate in the garage works, then fine. If not, you’ll need

to find accommodations. If possible do not allow pets to roam freely as the agents cannot

be responsible for their whereabouts.

□ Smells – If applicable please move items like the cat box and inside trash cans into the

garage, and avoid cooking strong smelling meals the night before or day of the event. If

you’re at all concerned try a mild citrus air freshener. Please do not use lit candles and

remove any plug-in scent control products as they are often overpowering and can be

viewed by buyers as covering up other conditions.

□ Hide – If possible, please hide items that could be off-putting or that are personal to you

or your family. That covers religious symbols, sports memorabilia, family photos,

personal belongings and taxidermy at a minimum. Buyers are trying to mentally put

themselves and their families in your home. Think “resort hotel room”.

□ Security – We will leave all doors and windows as we found them, (If you leave the

windows open to air out the house, leave us a note below and we will close and lock up

upon departure). For your security please check all windows and doors when you arrive

back home and reset your alarm if you have one.

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM SOHP - 0118 Realtor is a registered trademark of the NATIONAL ASSOCIATION OF REATORS® ©2018 All Rights Reserved. The Open House Association.

□ Valuables – Please take them with you or lock them away as we cannot be responsible

for their loss or destruction. This includes money, jewelry, valuable art, expensive picture

frames, collectables, medicines, firearms, electronics, and so on. Open House events can

get busy and we are not on guard duty. If you have special needs, no problem, just let us

know. Often one or more of the bedrooms can be locked for security and privacy reasons.

□ Friends, Neighbors and Spies – Some sellers like to send over friends to check up on us

and that’s alright. All we ask is that you tell them to limit the time they spend in the house

so that we can focus on the real buyers.

□ Ground Rules – We will set ground rules for visitors, for example not allowing any food

or drink into the home, or requesting visitors not to open windows or turn on equipment,

etc. However, if you have additional rules or restrictions, let us know in the space below.

□ Signs – We may be adding signs or changing the tops to the For Sale sign to alert the

neighborhood of the upcoming Open House. If there is a problem with our new temporary

signs, please call us to handle it and we will address the issue immediately. We don’t want

you getting hurt dealing with signs.

□ Insurance – Please make sure that you have an appropriate policy covering both property

and liability. This can be particularly important for homes under construction.

Occasionally and unfortunately things sometimes get broken by accident during an event,

our agents are not responsible in these circumstances.

□ Questions that come up – Often prospective buyers ask questions for which we don’t

have a ready answer. Therefore, if possible, please make sure we or your listing agent

can reach you the day of the event for quick answers.

Property highlights, additions, remodels, type of flooring, counters, etc.: _________________

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

Special rules you want agents or visitors to observe: _____________________________

_____________________________________________________________________________

_____________________________________________________________________________

Known safety concerns the agents should be aware of: _____________________________

_____________________________________________________________________________

_____________________________________________________________________________

(Hosting Agent, please take picture of any notation and leave form with occupant.)

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM RF - 0418 ©2018 All Rights Reserved. The Open House Association.

Open House Results Feedback Form We know that feedback about today’s Open House event is important to you.

Please let us know if we can provide additional details.

Property Address: ___________________________________________________________

Event Date / Time: ___________________________________________________________

Locked all doors and windows upon departure? ___ Yes ___ No

Other Comment / Pets: _________________________________________________________

_____________________________________________________________________________

Attendance Rating: (With 5 being average for your area and/or price range.)

1 2 3 4 5 6 7 8 9 10 (best)

Home Preparedness Rating:

1 2 3 4 5 6 7 8 9 10 (best)

General Comments: _____________________________________________________

_____________________________________________________________________________

Number of Agents or Agent Accompanied Groups Attending: ___________

Number of Unaccompanied Visitor Groups Attending: ___________

General Promotion:

□ Signs □MLS □ Other Online □ Other __________ □ Other ___________

______________________________________________________________________________

______________________________________________________________________________

Prepared by Initials: ______

How did you hear about us? Signs OtherAgent Online

BEDS ________ to ________

IF LONG TIME, WHAT ISN’T WORKING?HOW LONG HAVE YOU BEEN LOOKING?

CURRENT HOME ADDRESS:

BSA0HFT-0118

COMMENTS (What’s unique to remember about them?):

Place: ____________Time ____________Appointment Date ____________

YES Great. Did you sign an exclusive contract? (Show Form)

IF SHORT TIME, PERFECT TIME TO ORGANIZE

CAN I GET YOUR BEST EMAIL TO SENT THOSE TO YOU? ______________________________ AND YOUR PHONE NUMBER TO CONFIRM YOU RECEIVED IT ____________________________

WHEN WOULD YOU HAVE SOME TIME TO SIT DOWN AND GO OVER THE PROCESS SO WE CAN REALLY GET YOU THAT HOME?

(NOT SURE?) IF I COULD SAVE YOU DOZENS OF HOURS AND POSSIBLY THOUSANDS OF DOLLARS, WOULD THAT BE WORTH A FEW MINUTES OF YOUR TIME?

© 2017-2018 All Rights Reserved. The Open House Association

THE BEST HOMES ARE ALWAYS COMPETITIVE. THAT’S WHY YOU NEED A STRATEGY, HOW TO BEAT CASH BUYERS, HOW TO WIN ON TERMS AND NOT JUST PRICE, BASICALLY HOWTO TAILOR YOUR OFFER TO WIN.

(MAKE AN APPOINTMENT NOW OR TAKE THEM ON A TOUR BEFORE MAKING AN APPOINTMENT.)

BATHS ________ to ________ STORIES ________ VIEW ________ POOL ________ GUEST QTR’S ________

[Invite them in or take them on a Tour. Give them a Home Flyer, tell them to stop back for a gift.]

NO Great. (Continue)

Do you want to write an offer? What would keep you from writing an offer today?

How did you hear about us?Signs OtherAgent Online

(See Realtor Property Resource®)

Great. I have everything I need for pricing report.Shall I drop it off or would you prefer I email it?

WHAT DO YOU THINK IS THE BEST PART OF LIVING IN THIS NEIGHBORHOOD?

Great. I have everything I need for a preliminary pricing report.When are you available to sit down and go over the numbers?

CURRENT HOME ADDRESS:

SSA0HFT-0118

COMMENTS (What’s unique to remember about them?):

NOT SURE? IF I COULD SAVE YOU DOZENS OF HOURS AND POSSIBLY TENS OF THOUSANDS OF DOLLARS, WOULD THAT BE WORTH A FEW MINUTES OF YOUR TIME?

© 2017-2018 All Rights Reserved. The Open House Association

Agent Friend No Privacy/Referral/Fire

Anything else? Suggestions? ___________________________ Anything else? Suggestions? __________________________

___________________________________________________ __________________________________________________

___________________________________________________ __________________________________________________

___________________________________________________ __________________________________________________

Initials: ___________. Date: ____________. Initials: ___________. Date: ____________.

Your Opinion Counts.

How was the Open House Event Today?

1. Were you able to easily find the house? Yes Just

OK No

2. Was the home clean and ready, and/or as

expected given its age or condition?

Yes Just

OK No

3. Did you find enough information about the

house and the area?

Yes Just

OK No

4. Were the agent(s) ready to answer your

questions?

Yes Just

OK No

5. If you ever held your home open, would

you trust these agent(s) to run the event?

Yes No

6. How did this Open House compare to

others you have attended recently?

Worse Better

About

Same

Much

Better

Your Opinion Counts.

How was the Open House Event Today?

1. Were you able to easily find the house? Yes Just

OK No

2. Was the home clean and ready, and/or as

expected given its age or condition?

Yes Just

OK No

3. Did you find enough information about the

house and the area?

Yes Just

OK No

4. Were the agents ready to answer your

questions?

Yes Just

OK No

5. If you ever held your home open, would

you trust this agent(s) to run the event?

Yes No

6. How did this Open House compare to

others you have attended recently?

Worse Better

About

Same

Much

Better