Planning out your first set of showings? Scaling up your real estate operation and need a way to manage the home buying process for your customers? This real estate home visit planning template is ideal whether you're an individual real estate agent planning your first property showing, a broker building out rolodex with multiple clients on the line, or a managing broker juggling growing a team of real estate agents, administrative assistants and marketing managers.
With this real estate showing planner, you can manage the entire process in one place. If you're a buyer's agent representing the home buyers, use the “Properties” table to keep track of all the particular homes that you think your clients may be interested in. And use the “Contacts” table to keep track of all the listing agents associated with each property. If you're the listing agent (sometimes referred to as the “showing agent”) representing the home sellers, use the “Properties” table to keep track of your listings, as well as relevant comps. And use the “Contacts” table to keep track of all the real estate agents interested in your property.
Unlike other real estate software, this home visit planning template, modeled after the workflows actual real estate professionals, is flexible enough so you can work exactly the way you want. Use filters to zero in on a particular home , or set of homes, that your buyer is interested in. Use the Kanban view to track which properties you've seen, and which are still on your to do list. Or use a Gallery view to easily see photos of each home when reviewing potential homes to visit with your client.