The Open House Association Forms

Pre-Event Forms Set (6 Pages in Print Set - Last Updated March 2019)

I. Action Plan (Two Pages, Advanced Course)

II. Secrets to Success Cover Letter (Optional)

III. Seller Home Preparation Form (Two Pages, Secrets to Success form)

IV. Pre-Open House Location Screening Form (Optional)

Use the Action Plan to prepare your open house and team. Provide the Seller Home

Preparation Form to the home’s occupant (or Listing Agent for borrowed listings)

to help the home seller and your team have the best event possible.

See “The Complete Open House Handbook” Chapters 8 and 10 for a discussion of

how planning your event will increase your closing rate, and how providing sellers

a Home Preparation Form makes a better and much more worry-free open house.

Association Forms not included in this set.

Main Open House Pack, Initial Buyer Consultation package, “I have buyers” Letter,

Expired and FSBO Solicitations, Buyer and Seller Anchoring Booklets, Client

Satisfaction Survey, Request to Borrow Listing, Follow-up Farming Package, and

Free Drawing.

The Open House Action Plan

Property Address: ________________________ City/Zip _________________________________

Event Date: □ First ________________________ Time(s): _________________________________ Listing Agent: ________________________ Contact: _________________________________

Is the Home on an Agent Lockbox: □ Yes □ No Other Security or Codes: ____________________

Is Home Occupied: □ Vacant □ Home Owner □ Tenant Name/Ph. # _________________________

To Do Who Done Due Basic “Everyday” Open House Activity

□ □ ASAP Drop off/Email “Secrets to Success” to Occupant or Listing Agent

□ □ ASAP Ask List Agent to Notify: □ MLS □ Zillow □ Realtor □ ________

□ □ ASAP Host Agent to Request: □ Promo Flyer/Etc. □ Lender Rate Sheet

Host Agent to Prepare: □ Guest Sign-in Sheet or Tablet App.

□ □ Day -4 Pre-Event Email: To Everyone in your prospect database.

□ □ Day -4 Newspaper Advertising: What: Budget $

□ □ Day -3 Host Agent to Post to: □ Nextdoor □ CL □ Facebook □ ________

□ □ Day -3 Walk/Mail Neighbor Invites: □ 10/10/20 + ___________________

□ □ Day -3 Pre-Event Signage: □ For Sale Rider, □ Flyer Box, □ __________

□ □ Day -1 Refreshments/Snack: What: Budget $

□ □ Day -1 Inventory Display: □ Tour Board □ Tour Book □ ___________

□ □ In File Compulsory On-Site Documents: □ Buyer Survey □ Seller Survey

□ Back-up Sign-in □ Listing Presentation □ Buyer Consultation

□ Your Agent Brochure □ Sign-in Request □ Open House Rules

□ □ Ready □ Sign-In Table □ Sitting Table/Chairs □ Survey Clipboards

□ □ Day of Road Signs: Who _______ #Signs ___. Who _______ #Signs ___.

Optional Advanced and “Mega” Open House Activities

□ □ ASAP Add Neighbor Party: □ To be Catered. See P. 2 Supplement

□ □ Day -5 Renters Invite Mail/Drop-offs: How Many: or Budget $

□ □ Day -3 Expired Invite Mail/Drop-off: How Many: or Budget $

□ □ Day -5 FSBO Invite Mail/Drop-off: How Many: or Budget $

□ □ Day -5 Facebook/Nextdoor Ads: □ ______________ □ ______________

□ □ Day -5 Promotion/Drawing: What: Budget $

End of Event - After Open House Activities

□ □ Day of End of Event Email Survey and Thank You Call: To All Prospects.

□ □ Day of End of Event Written Note and Drip Email: To Best/All Prospects.

□ □ Day 2+ Promo Text / Did you get note call / Set Appt. or Tour Request

□ □ Day 1+ I have Buyers/Neighborhood Thank You Mailing:

To Home Owners: Radius or # _____. To Landlords: # or $______.

Notes or What was learned from this event: _______________________________________________

__________________________________________________________________________________.

Est. # Agent Groups ___, # Other ___. □ Left Thank You Note. □ Took Picture. □ Sent Results to LA.

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM OHAP - 0319 NAR is a registered trademark of the NATIONAL ASSOCIATION OF REATORS® ©2019 All Rights Reserved. The Open House Association.

The Open House Action Plan, Page 2 – Teams

Lead Agent: _______________________ Contact: ______________________________________

Best Lender: _______________________ Cell: ____________________ □ at Event or □ on Call

Agent #2: _______________________ Cell: _______________ Email: __________________

Agent #3: _______________________ Cell: _______________ Email: __________________

Agent #4: _______________________ Contact: ___________________ □ at Event or □ on Call

Agent #5: _______________________ Contact: ___________________ □ at Event or □ on Call

Is there a Theme or Special Staging: ____________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

Supp. / Other Comments: _____________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

Pre-Event Meeting and Review of Home Inventory: Date: _________________ Time: ____________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

Team / Working Group Split

Agent Split: (Check one box only. If none checked, No Split or Team Split, where applicable, assumed.)

□ No Split – Agents take prospects as they come in. No share on any developed business.

□ Team Split – Refer to your written “Team or Similar Contract”, if applicable, which exclusively controls

how commission splits and acquired leads are paid, owned and managed.

□ Yes Open House Split – Any Agent, signed below, with clients sourced at this Open House will refer a

percent, listed below, of his/her gross commission to the Pot. The pot (below) shall be shared by all other

NAR® real estate agents (not lenders) signed below. That includes any buy or sell-side clients that close

any transactions within 12 months. Referrals to other prospects from clients found at this Open House and

any deals with a closing beyond 12 months from this Open House shall not be shared or require a referral

to other agents unless otherwise agreed in writing. Split referred to the Pot:_____% (15% Recommended).

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

Name ____________________ Signed __________________________

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM SOHP - 0319 Realtor is a registered trademark of the NATIONAL ASSOCIATION OF REATORS® ©2018 All Rights Reserved. The Open House Association.

Secrets to Success – Seller Open House Preparation

DEAR HOME SELLER(S)/OCCUPANT(S):

THANK YOU FOR ALLOWING US TO HOLD AN OPEN HOUSE EVENT AT YOUR HOME THIS WEEK.

PLEASE REVIEW THE “SELLER OPEN HOUSE PREPARATION” FORM ATTACHED WITH THIS LETTER. MAKE A NOTE OF

ANY SAFETY HAZARDS, SECURITY ISSUES OR OTHER SPECIAL RULES YOU WANT US TO OBSERVE.

WE WILL PROVIDE RESULTS OF THE OPEN HOUSE ACTIVITY TO YOUR LISTING AGENT.

WE ALWAYS LEAVE ALL DOORS AND WINDOWS LOCKED OR UNLOCKED, AS WE FIND THEM. SO UNLESS YOU TELL US

OTHERWISE ON THE ATTACHED FORM, PLEASE LEAVE YOUR HOME AS YOU EXPECT TO FIND IT.

MOST SINCERELY,

YOUR OPEN HOUSE AGENT: ______________________________CELL:___________________.

YOUR OPEN HOUSE IS SCHEDULED FOR: _______________________________________________.

NOTES/COMMENTS: ___________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

(Hosting Agent, please take picture of any notation and leave form with occupant.)

Dear Seller or Occupant: Please leave this form on the Kitchen Counter

for the Open House Realtors® to review. (Agents will not remove).

Seller Open House Preparation Here are a few recommendations from the Open House agents.

□ Hazards – You know best if there are any special hazards, modifications or safety

concerns. Things like cords running across high traffic areas, loose electrical fittings,

unfinished projects, bumps in the carpet or uneven flooring, bad air or low ceilings and so

on. Please make a note of any below and feel free to mark them with red or blue tape to

make them more visible to the agents and your visitors. Finally do not water outside just

before you leave, particularly on the walkway entrance.

□ Cleaning – Obviously keep the home as clean as possible. Having a maid come in may be

warranted. Some items are harder to clean than others; grout often is better replaced

than cleaned. So too with shower curtains. Drapes, carpets and windows are fine with a

professional cleaning. And please move any extraneous furniture into the garage.

□ Landscape – Don’t forget about the yard. If you haven’t hired a gardener to get it

organized, please consider it. Water a little extra if need be, and make sure to pick up

after your pets.

□ Pets – You know your pets best, if a crate in the garage works, then fine. If not, you’ll need

to find accommodations. If possible do not allow pets to roam freely as the agents cannot

be responsible for their whereabouts.

□ Smells – If applicable please move items like the cat box and inside trash cans into the

garage, and avoid cooking strong smelling meals the night before or day of the event. If

you’re at all concerned try a mild citrus air freshener. Please do not use lit candles and

remove any plug-in scent control products as they are often overpowering and can be

viewed by buyers as covering up other conditions.

□ Hide – If possible, please hide items that could be off-putting or that are personal to you

or your family. That covers religious symbols, sports memorabilia, family photos,

personal belongings and taxidermy at a minimum. Buyers are trying to mentally put

themselves and their families in your home. Think “resort hotel room”.

□ Security – We will leave all doors and windows as we found them, (If you leave the

windows open to air out the house, leave us a note below and we will close and lock up

upon departure). For your security please check all windows and doors when you arrive

back home and reset your alarm if you have one.

*** Please inform agents on page 2 herein if there is an active video system in use during

the open house. There may be privacy or other concerns that need to be addressed. ***

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM SOHP - 0319 Realtor is a registered trademark of the NATIONAL ASSOCIATION OF REATORS® ©2018 All Rights Reserved. The Open House Association.

□ Valuables – Please take them with you or lock them away as we cannot be responsible

for their loss or destruction. This includes money, jewelry, valuable art, expensive picture

frames, collectables, medicines, firearms, electronics, and so on. Open House events can

get busy and we are not on guard duty. If you have special needs, no problem, just let us

know. Often one or more of the bedrooms can be locked for security and privacy reasons.

□ Friends, Neighbors and Spies – Some sellers like to send over friends to check up on us

and that’s alright. All we ask is that you tell them to limit the time they spend in the house

so that we can focus on the real buyers.

□ Ground Rules – We will set ground rules for visitors, for example not allowing any food

or drink into the home, or requesting visitors not to open windows or turn on equipment,

etc. However, if you have additional rules or restrictions, let us know in the space below.

□ Signs – We may be adding signs or changing the tops to the For Sale sign to alert the

neighborhood of the upcoming Open House. If there is a problem with our new temporary

signs, please call us to handle it and we will address the issue immediately. We don’t want

you getting hurt dealing with signs.

□ Insurance – Please make sure that you have an appropriate policy covering both property

and liability. This can be particularly important for homes under construction.

Occasionally and unfortunately things sometimes get broken by accident during an event,

our agents are not responsible in these circumstances.

□ Questions that come up – Often prospective buyers ask questions for which we don’t

have a ready answer. Therefore, if possible, please make sure we or your listing agent

can reach you the day of the event for quick answers.

Property highlights, additions, remodels, type of flooring, counters, etc.: _________________

_____________________________________________________________________________

_____________________________________________________________________________

_____________________________________________________________________________

Special rules you want agents or visitors to observe: _____________________________

_____________________________________________________________________________

_____________________________________________________________________________

Known safety or other concerns the agents should be aware of: _______________________

_____________________________________________________________________________

_____________________________________________________________________________

(Hosting Agent, please take picture of any notation and leave form with occupant.)

OHA For form copies, please visit WWW.THEOPENHOUSEASSOCIATON.COM LSF - 0319 ©2019 All Rights Reserved. The Open House Association.

Pre-Open House

Location Screening Form

Date: __________________ Street Address Street Address Street Address Street Address

By: Agent By: Agent By: Agent By: Agent

Based on MLS Rev iew

Vacant or Occupied

Near / In Your Farm Area (Yes, Close, No)

Near Traffic (Yes, Close, No)

Time on Market - # of Days

Is the First Open House Weekend (Yes, No)

Curb Appeal (Good, OK, Poor)

Photos > Furniture/Stage (Good, Cluttered, Empty)

Photos > Home Condition (Good, OK, Not Good)

List Price to Market Value (Above / Close / Below)

Type of Sale (Traditional/Short/Foreclose/Hud)

Good Area to Canvass (Good, OK, Not Good)

Based on Personal Inspection, if any.

Cluter (Yes/No Okay/Bad)

Smell / Pets (Good, OK, Not Good)

Neighbors (Good, OK, Not Good)

Parking at Property (VG, G, OK, Poor)

Other ________________________________

Result of Your Analysis

Is this Home a Yes, No or Scale 1-5, (1=Best)

For what tentative date?

Select Your Best Choice from 1 to 4

Notes