Open House Tools

Open House Tools



How to Schedule Your Open House(s)

To schedule an open house, go to your Listings Dashboard, and select the listing you would like to schedule an open house for.  In the top right corner of that listing's details page, select the Open House icon.
A pop-up window will appear and you can schedule your open house. There 3 open house options: in-person, recorded video, or live stream.
Select the Type of open house, who will be hosting the open house (this can be yourself or another agent), the date, start and end times. If this is a live stream or recorded video, you will also need to include the link for the video or live stream.

Once you have scheduled your open house you can edit, delete, create flyers, share, and use a digital sign-in page to help you have a successful event.

Editing Your Open House(s)

On your left hand side menu bar select Listings and then click Open Houses. This will open the main Open Houses Dashboard. 

Click on the three dot action button  next to the open house you are hosting to access the tools.

You can:

  • Edit

  • Delete

  • Print Flyer

  • Email the hosting agent

  • Open a sign-in page


Click Edit to change the agent hosting, date or time of the open house.

  • Once you have made your changes, select Finish to save your changes.


Click Delete to remove the open house from the system.

  • The site will ask if you would like to delete the open house. CLICK YES.

  • The open house is now removed from the schedule.

  • This also removes it from the feed to the website.



Creating an Open House Flyer

You can create an open house flyer two different ways - From the Listing's Details Page or on the Open House Dashboard.

On the Listing's Details Page - select the Print/Email flyer located in the upper right hand corner of the page. 
From the window that appears, use the category drop down menu to select Open House Flyer
Choose the template that you want to use
The system will automatically populate the listing details and the MLS photos. You can change these around by selecting the area you want to edit.
Once you have your flyer editing to your liking, you can select from the email, print, and share options in the upper right hand corner.

On the Open House Dashboard -  find the open house you need to create a flyer for, select the three dot action button and choose Print Flyer.
Choose the template that you want to use
The system will automatically populate the listing details and the MLS photos. You can change these around by selecting the area you want to edit.
Once you have your flyer editing to your liking, you can select from the email, print, and share options in the upper right hand corner.

Accessing The Open House Sign In Pages

Whenever an Open House is created - a sign in page for that event is also created

To find the Live Stream and Recorded Video Open House Sign In Sheets - go to the property's website. They will be there under the Register link for people to click on and fill out their information to get the link to the live stream and open house as well as information on the property. Any information put into one of these forms will also create a lead for you and automatically be input into your CRM.

To find the In Person Open House Sign In Sheet if you are the listing agent  - go to the listing's details page and you will see a green box along the top of the screen alerting you to your upcoming open house and a link to the sign in page that you can have displayed at your open house. Any information put into one of these forms will also create a lead for you and automatically be input into your CRM.

To find the In Person Open House Sign In Sheet if you are not the listing agent - go to the Open House Dashboard (Listings - Open Houses) and find the scheduled open house. Click the three dot action button associated with the open house and select Sign In Page. This is the page that you can have displayed at the open house you are holding. Any information put into one of these forms will also create a lead for you and automatically be input into your CRM.

You can also create also create open house opportunities giving other agents the ability to hold an open house for you. To learn more about this click here




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