Professional and Effective Real Estate Viewing Form Template 🏡
A model for optimal prospect tracking
Use this well-structured property viewing form template track and manage your leads during property viewings. This template is designed to provide you with a simple and comprehensive tracking tool, while ensuring compliance with legal requirements.
A complete and structured model 📑
This viewing agreement is comprehensive , well-organized , and legally compliant . It includes all the necessary elements to protect the agency's rights , the commitments of both parties , and essential details about the property, the visitor, and the viewing. It is an indispensable tool for ensuring effective follow-up.
Formalize the relationships 🤝
The template also formalizes the relationship between the visitor and the real estate agent essential information about the property, the visitor, and the viewing. It also emphasizes the importance of the sales mandate and contractual commitments .
Reminder of the Sales Mandate 📝
The viewing slip explicitly states that the real estate agent holds a sales mandate duly signed by the owner and registered in the legal register of mandates, in accordance with the Hoguet Law . This reminder protects the agency and guarantees that all sales must be carried out through the agency.
Why use this template? 🎯
Personalized follow-up 🤓
Each visitor is unique. This visitor form allows us to better understand their specific needs and adapt our offerings accordingly.
Legal commitments ⚖️
The model guarantees compliance with contractual commitments and protects the agency against any attempt at circumvention.
Transparent relationship 💬
The viewing agreement establishes a transparent and professional between the agency, the visitor, and the owner. It creates clear communication and a defined working framework.
PROPERTY VIEWING SUMMARY
[Name of the Agency]
Property Details 🏡
| Property | Details |
|---|---|
| Reference to the Property | [Property reference] |
| Property Address | [Full address] |
| Price | [Price] |
| Total Area | [Area in m²] |
| Number of Rooms | [Number of rooms] |
| Number of Bathrooms | [Number of bathrooms] |
| Year of Construction | [Year of construction] |
| Special Features | [Ex: Sea view, swimming pool, terrace, etc.] |
Visitor Information 🧑💼
| Visitor | Details |
|---|---|
| First and last name | [Full name] |
| Phone | [Phone number] |
| [E-mail address] | |
| Buyer Status | [Buyer/Investor/Tenant] |
| Budget indicated | [Budget amount or range] |
Feedback on the Visit 💬
| Assessment | Details |
|---|---|
| Date of the Visit | [Date and Time] |
| Responsible Agent | [Name of the real estate agent] |
| General Impressions | [Comments on the property, the atmosphere, etc.] |
| Positive Points | [Example: Exceptional view, large garden, ideal location, etc.] |
| Negative Points | [Example: Work to be done, price too high, etc.] |
| Interest in the Good | [Very interested, interested but with reservations, not interested] |
Next Steps 🔄
| Action | Details |
|---|---|
| Follow-up Required | [Example: Follow-up by phone, email, new visit, etc.] |
| Next Visit / Appointment | [Planned date for follow-up or for a new visit] |
| Observations | [Example: Need more information about the location or amenities] |
Legal Notice and Privacy Policy 🔒
All information collected during the visit is strictly confidential internal use only . It will under no circumstances be disclosed to third parties without the prior consent of the person concerned.
Signatures ✍️
Visitor:
I, the undersigned, [Name and Surname], declare that I visited the property referenced above on [Date of visit]. I acknowledge that this visit was conducted by the real estate agent of [Name of Agency] , and that I undertake not to purchase this property outside of the agency, nor through another agency, without informing the agency in question.
Visitor's Signature : ___________________________
Real Estate Agent:
I, the undersigned, [Agent's Name], declare that I conducted the visit of the property mentioned above on [Date of visit] and provided all relevant information to the visitor.
Agent's Signature : ___________________________
Legal Reminder ⚖️
The real estate agent [Agency Name] holds a sales mandate duly signed by the property owner and registered in the agency's legal register of mandates, in accordance with the Hoguet Law . Under this mandate, the owner has agreed not to conclude the sale of this property with any prospective buyer, whether introduced by the agency or not, either directly or indirectly through another professional. In the event of a breach of this agreement, damages will be claimed from the owner.
Tips for Improving Tracking 📝
- Quick follow-up ⏰ : If the visitor seems interested, schedule a follow-up within 24-48 hours to maintain interest.
- Understanding objections 💬 : If the visitor has objections, ask for more details to understand their concerns and proactively address them.
- Adjust presentations 🛠 : If the visitor is not interested, ask why so you can adjust your future presentations based on their feedback.
Example of a Digital Visit Voucher 💻
The visit form can be converted into a digital with fillable fields . It is crucial that this document be accessible on all devices via a CRM (Customer Relationship Management) . This will allow you to centralize information and better track prospects.
Key Elements of an Effective Site Visit Report 📑
A well-designed visit form is essential to ensure optimal follow-up. Here are the elements to include to maximize your chances of success:
- Complete Property Information 🏡
- Visitor Information 🧑💼
- Details about the Visit 🕒
- Visitor Feedback 💬
- Follow-up 🔄
- Legal Notice ⚖️
Tips for an Effective Visit Voucher 💡
- Clean and readable design 🎨 : Use a clear layout and icons to make the voucher easy to read.
- Digital form 🖥 : Offer a digital version with easily fillable fields.
- Personalization 📝 : Adapt the voucher to each visitor to personalize the experience.
- Using CRM software 📊 : For automated tracking, centralize information in a CRM .
This template is a valuable tool for ensuring optimal follow-up with your prospects and clients, formalizing contractual commitments and optimizing your sales chances .
Property Visit Report Template
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