Professional and efficient real estate voucher model 🏡
A model for optimal monitoring of prospects
Use this real estate voucher model to monitor and manage your prospects effectively during real estate visits. This model is designed to offer you a simple and complete monitoring tool, while ensuring compliance with legal commitments.
A complete and structured model 📑
This visit is complete , organized and legally in accordance with . It includes all the elements necessary to protect the rights of the agency , the commitments of the two parties and the essential details on the good, the visitor and the visit. It is an essential tool to guarantee effective monitoring.
Formalize relationships 🤝
The model also makes it possible to formalize the relationship between the visitor and the real estate agent . essential information concerning the property, the visitor and the visit. He also recalls the importance of the signed sales mandate contractual commitments .
Reminder of the sales mandate 📝
The visit voucher explicitly mentions that the real estate agent has a sales mandate duly signed by the owner and registered in the legal register of mandates, in accordance with the Hoguet law . This recall protects the agency and guarantees that any sale must be made via the agency.
Why use this model? 🎯
Personalized follow -up 🤓
Each visitor is unique. This visit voucher makes it possible to better understand your specific needs and to adapt the proposals accordingly.
Legal commitments ⚖️
The model guarantees compliance with contractual commitments and protects the agency against any bypass.
Transparent relationship 💬
The visit voucher establishes a transparent and professional between the agency, the visitor and the owner. He creates a clear communication and a defined working environment.
Real estate visit
[Agency name]
Details of the property 🏡
| Property | Details |
|---|---|
| Reference of good | [Reference of good] |
| Good address | [Full address] |
| Price | [Price] |
| Total surface | [Surface in m²] |
| Number of rooms | [Number of rooms] |
| Bathroom number | [Number of bathrooms] |
| Year of construction | [Construction year] |
| Particular characteristics | [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 visit | [Date and time] |
| Responsible agent | [Name of the real estate agent] |
| General impressions | [Comments on good, atmosphere, etc.] |
| Positive points | [Example: exceptional view, large garden, ideal location, etc.] |
| Negative points | [Example: work to be expected, too high prices, etc.] |
| Interest in good | [Very interested, interested but with reserve, not interested] |
Next steps 🔄
| Action | Details |
|---|---|
| Necessary monitoring | [Example: Relaunch by phone, email, new visit, etc.] |
| Next visit / appointment | [Date provided for recovery or for a new visit] |
| Observations | [Example: need more information on location or amenities] |
Legal notices and confidentiality 🔒
All the information collected during the visit is strictly confidential internal use . They will in no case be communicated to third parties without the prior agreement of the person concerned.
Signatures ✍️
Visitor:
I, the undersigned, [name and first name], declares that it had visited the property referenced above [date of the visit]. I recognize that this visit was made by the real estate agent of [the agency] , and that I agree not to buy this property outside the agency, nor through another agency, without informing the agency in question.
Visitor's signature : ___________________________
Real estate agent:
I, the undersigned, [name of the agent], declares that he had led the visit of the property mentioned above the [date of the visit] and to have provided all the relevant information to the visitor.
Signature of the agent : ___________________________
Legal reminder ⚖️
The real estate agent [name of the agency] holds a sale mandate duly signed by the owner of the property and registered in the legal register of agency mandates, in accordance with the Hoguet law . Under this mandate, the owner undertook not to conclude the sale of this property with a potential customer, whether presented by the agency or not, neither live nor indirectly through a other professional. In the event of non-compliance with this commitment, damages will be required against the owner.
Advice to improve follow -up 📝
- Quick follow-up ⏰ : If the visitor seems interested, plan a follow-up within 24-48 hours to maintain interest.
- Understanding the objections 💬 : If the visitor has objections, ask for more details to understand their concerns and respond proactively.
- Adjust the presentations 🛠 : If the visitor is not interested, ask why in order to adjust your future presentations according to his returns.
Example of digital visit voucher 💻
The visit voucher can be converted into a digital with fillable champs . It is crucial that this document is accessible on all devices, via a CRM (Customer Relationship Management) . This will allow you to centralize information and better follow prospects.
Key elements of a powerful visit voucher 📑
A well -designed visit voucher is essential to guarantee optimal monitoring. Here are the elements to include to maximize your chances of success:
- Complete information on the property 🏡
- Visitor information 🧑💼
- Details on the visit 🕒
- Visitor feedback 💬
- Follow -up 🔄
- Legal notices ⚖️
Tips for an effective visit voucher 💡
- Clean and legible design 🎨 : Use a clear layout and icons to make the right easy to read.
- Digital form 🖥 : Suggest a digital version with easily fulfilled fields.
- Personalization 📝 : Adapt the right to each visitor to personalize the experience.
- Use of CRM 📊 software : for automated monitoring, centralize information in a CRM .
This model is a precious tool to ensure optimal follow -up with your prospects and customers, formalize contractual commitments and optimize your chances of sales .
Real estate visit report
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