Open House Check-In & Follow-Up System
A done-for-you real estate automation built for the Listing Agent, connecting Twilio and Jotform so the work below happens on its own.
What this automation does, step by step
Visitors scan a QR code at the door instead of signing a paper clipboard, entering their name, phone, email, and what first attracted them to the listing directly into the CRM.
Each visitor receives an automatic thank-you text within minutes of leaving, and a short feedback request goes out that same evening asking for their honest impression of the price and condition.
Visitors who mention financing questions or ask about "similar homes" are automatically flagged for a same-day call from the listing agent, while the seller receives a same-day summary of turnout, average time spent per visitor, and overall feedback themes, replacing the old habit of guessing how an open house went from a stack of illegible sign-in sheets.
- QR code sign-in tool (e.g., Curb Hero)
- Zapier or Make.com
- CRM (e.g., Follow Up Boss)
- Twilio (SMS)
- Jotform (feedback survey)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a listing agent, who has to track every step by hand across emails, spreadsheets, and sticky notes. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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