Add an Open Home Visitor

1. Hover over the Real Estate menu option and select Properties.
2. You can either find the property in the list or find it using the Search feature at the top of the page (Remember, you can search using the PID or parts of the address).
3. Click on the property.
4. Once you are in the Property Overview screen click on the Inspections tab.
5. On the Visitors sub-tab click Add Visitor.
6. Select the Open Home that you would like to add a visitor.
7. Click on the area that says No contact Selected.
8. A pop-up box will open asking you to pick a contact. You can search for a contact already in the system or you can add a new one.
9. Once you have added your contact, the box will close and you can enter the agent the visitor is assigned to, mark if you have followed them up, answer any questions your office has set up, add any comments the visitor made about the property, and then click Save Visitor. If you would like to add another visitor click the Save & Add Another button.

Open Home visitors can also be added to properties via QR Code Checkin and our Open Home Wizard.

You can learn more about QR Code Checkin by clicking here, and our Open Home Wizard by clicking here.