Are you preparing for your first round of property showings? Are you expanding your real estate business and seeking a streamlined way to oversee the home buying process for your clients? This template for planning real estate home visits is designed to cater to various needs, whether you’re an individual agent starting out, a broker managing multiple clients, or a managing broker overseeing a team of agents, assistants, and managers.
This comprehensive real estate showing planner allows you to centralize and organize the entire process in one convenient location. If you represent home buyers, utilize the “Properties” table to keep tabs on homes of interest to your clients and the “Contacts” table to manage listing agents for each property. As a listing agent, track your listings and comparable properties in the “Properties” table, and keep record of agents interested in your listings in the “Contacts” table.
Distinguished from other real estate software, this template follows the workflows of experienced professionals and offers flexibility to align with your preferences. Utilize filters to focus on specific homes your buyers are interested in, use the Kanban view to monitor visited and pending properties, or opt for the Gallery view to review photos of potential homes with your clients. Whether you’re an individual agent or part of a larger real estate team, this tool can adapt to your unique needs and facilitate efficient home visit planning.