NuAgent Docs

Open Houses

Plan and manage open house events with digital sign-in.

NuAgent streamlines open house management with digital sign-in sheets and automatic lead capture.

Planning an Open House

  1. Navigate to Open Houses and click New Open House
  2. Select the listing
  3. Set the date and time
  4. Customize the sign-in form fields

Digital Sign-In

Replace paper sign-in sheets with NuAgent's digital sign-in:

  • Tablet-friendly — Display the sign-in form on a tablet at the door
  • Custom fields — Collect name, email, phone, agent, and custom questions
  • Instant lead creation — Visitors are automatically added as leads
  • Follow-up automation — Trigger follow-up emails after the event

After the Open House

Review all sign-ins from the open house detail page. Each visitor is linked as a lead with the open house noted as the source, making follow-up easy.

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