Real Estate Broker Open House Tour Planning Form

Streamline Your Open House Tours with Paperform

Planning a broker open house tour across multiple properties can be a logistical challenge—coordinating lockbox codes, routing agents efficiently between homes, ensuring marketing materials are in place, and capturing quality leads from attending agents. This Real Estate Broker Open House Tour Planning Form brings all those moving parts into one organized, professional workflow.

Whether you're a brokerage manager coordinating tours for your team, a listing agent hosting a multi-property showcase, or a real estate agency running weekly broker caravans, this template helps you plan smarter and execute flawlessly.

What this form helps you do

• Route optimization planning: Collect property addresses and visit times to create an efficient tour route that saves travel time
• Lockbox coordination: Track lockbox types, codes, and access instructions for each property so agents never get locked out
• Marketing materials checklist: Ensure every property has flyers, feature sheets, signage, and refreshments ready before the tour begins
• Agent assignments: Assign listing agents or tour guides to each property and track their contact details
• Lead capture: Gather feedback and contact information from attending brokers and agents for follow-up

With Paperform's conditional logic, you can show or hide fields based on property types, tour formats, or specific coordination needs. Use calculations to automatically tally the number of properties, estimated tour duration, and materials required.

Automate your open house workflow with Stepper

Once your tour is planned, connect this form to Stepper to automate what comes next. Send confirmation emails with route maps to all participating agents, create calendar invites with lockbox codes, update your CRM with attendee details, notify listing agents when their property is added to the tour, and generate a master tour sheet PDF—all without lifting a finger.

Built for real estate professionals who value efficiency

Real estate brokers, brokerage managers, listing coordinators, and agency teams trust Paperform to handle their event planning and lead generation workflows. This template is designed specifically for the fast-paced, detail-oriented world of real estate broker tours, where timing, access, and presentation are everything.

Start planning your next broker open house tour today and spend less time on spreadsheets, more time connecting agents with great properties.