Real Estate Open House Sign-In Sheet

Real Estate Open House Sign-In Sheet Template

Managing an open house can be hectic—greeting visitors, answering questions, and trying to capture meaningful contact details all while keeping the conversation flowing. This Real Estate Open House Sign-In Sheet template from Paperform helps you capture high-quality leads, qualify buyer intent, and seamlessly integrate everything into your CRM—all without the awkward clipboard shuffle or lost sticky notes.

Why Real Estate Agents Need a Digital Open House Sign-In

Traditional paper sign-in sheets are easy to lose, hard to read, and don't give you the context you need to prioritize follow-up. With Paperform's open house template, you can:

• Capture complete contact details including name, email, phone, and preferred contact method
• Qualify leads instantly with questions about buyer motivation, timeline, and financing status
• Personalize follow-up based on visitor interests and urgency
• Auto-sync to your CRM via Stepper, Zapier, or native integrations with HubSpot, Pipedrive, and more
• Access visitor data in real-time on your phone or tablet during the open house
• Create a professional first impression with a branded, mobile-friendly form that looks polished on any device

What's Included in This Template

This open house sign-in template includes everything a real estate agent needs to capture and qualify leads:

• Visitor information: Full name, email, phone number, and contact preferences
• Property interest questions: What they liked about the property, must-haves, and deal-breakers
• Buyer qualification: Timeline to purchase, pre-approval status, working with another agent, and if they need to sell a home first
• Lead scoring context: Whether they're first-time buyers, investors, relocating, or downsizing
• Follow-up preferences: Best time to contact and preferred communication channel
• Optional notes section for visitors to leave additional questions or comments

The form uses conditional logic to tailor follow-up questions based on responses—so if someone indicates they're just starting their search, you'll ask different questions than someone ready to make an offer this month.

How Real Estate Professionals Use This Template

During the Open House: Set up a tablet at the entrance or send visitors a QR code to scan on their own phone. As guests fill out the form, their details are instantly available in your Paperform dashboard or pushed directly to your CRM. You can review responses between visitors to tailor your conversation and prioritize hot leads.

After the Open House: Use Paperform's submission data to segment your follow-up strategy. Send personalized thank-you emails with property details to casual browsers, and schedule immediate phone calls with serious buyers. Export clean, formatted data to your CRM with custom field mapping, or use Stepper to trigger automatic workflows that:

• Send a personalized follow-up email within minutes
• Add the lead to a nurture sequence based on their timeline
• Create a task for your assistant to send comps or neighborhood info
• Update deal stages and assign leads to team members
• Log activity in your CRM without manual data entry

For Team Coordination: If you're managing multiple open houses or working with a team, Paperform's Agency+ plan lets you create branded templates for every listing, manage permissions, and consolidate lead data across properties. You can even use Paperform's calculation fields to score leads automatically based on their responses, helping your team focus on the most qualified prospects first.

Automation That Saves Time and Closes More Deals

Real estate is all about timing and relationship-building. With Stepper (stepper.io), you can turn every open house sign-in into a multi-step workflow:

1. Instant confirmation email thanking the visitor and including a link to the listing, neighborhood guide, or mortgage calculator
2. Lead scoring and routing based on timeline, financing, and interest level
3. CRM sync that updates contact records, adds tags, and creates follow-up tasks
4. Automated nurture sequences that send relevant listings, market updates, or home-buying tips over time
5. Team notifications via Slack or email when a high-priority lead signs in

Because Paperform integrates with tools like HubSpot, Salesforce, Pipedrive, Google Sheets, and thousands more via Stepper, Zapier, and webhooks, your open house data flows directly into your existing tech stack—no manual entry, no lost leads, and no missed opportunities.

Designed for Real Estate Agents, Brokers, and Teams

This template is built for:

• Real estate agents hosting open houses and needing a fast, professional way to capture and qualify leads
• Real estate teams and brokerages that want consistent lead capture across multiple listings and agents
• Luxury and investment property specialists who need detailed buyer qualification and follow-up workflows
• New construction sales teams managing high-volume open houses with multiple visitor touchpoints

Whether you're a solo agent hosting your first open house or a brokerage managing dozens of properties, this template adapts to your workflow.

Fully Customizable and On-Brand

Paperform's doc-style editor makes it easy to adjust questions, add your brokerage logo, and match your brand colors and fonts. You can:

• Add or remove qualification questions based on your market
• Include photos, videos, or virtual tour links to keep visitors engaged
• Customize confirmation messages with next steps or downloadable property brochures
• Embed the form directly on your listing page or share via QR code, SMS, or email

Because Paperform forms are mobile-responsive and fast to fill out, visitors have a seamless experience whether they're signing in on a tablet at the door or on their phone while touring the property.

Secure, Compliant, and Trusted

Paperform is SOC 2 Type II certified and GDPR compliant, meaning your visitor data is securely stored and managed according to the highest standards. You can also set up data residency controls, enable SSO for your team, and configure roles and permissions to ensure only the right people have access to sensitive lead information.

With Paperform, you're not just collecting names—you're building a professional, scalable system for capturing, qualifying, and converting open house visitors into clients. Trusted by over 500,000 teams worldwide, Paperform gives real estate professionals the tools they need to work smarter, follow up faster, and close more deals.

Get Started in Minutes

Clone this template, customize the questions to match your market and style, and start capturing better leads at your next open house. No coding, no complexity—just a professional form that works as hard as you do.