Showing Properties
The “Showing Properties” stage is where the agent brings the buyer’s vision to life by touring potential homes in a professional, organized, and client-focused manner. This involves confirming appointments, preparing tailored itineraries, reviewing property details, and ensuring a seamless experience at each showing. Agents guide buyers through homes, highlighting features and addressing concerns while maintaining safety, respect for the property, and clear communication. Post-showing, feedback is gathered and next steps are outlined, reinforcing the agent’s role as a trusted advisor in the home search process.
Showing Checklist
Day of Showing
- Bring a pad and paper to give your client to make notes
- Pick up client and drive if possible
- Don’t be late!
- Prepare client on possible security audio and video
- Open Lockbox
- Off shoes
- Walk ahead of client turning on lights and inspecting home
- Highlight key features of home
- Answer questions - Make notes if unknown
- Follow the instructions sent ie. Turn off lights, lock doors, leave card
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Etiquette and Conduct
- Respect privacy, avoid touching personal belongings
- Supervise children
- Avoid personal discussions
- Always leave a card
- Turn off lights unless told not to
- Never let anyone else see the code for the property
- Always call if late and never enter unless authorized
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Post-Showing
- Make notes in your CRM
- Create a Task to follow up with client
PDF
https://drive.google.com/file/d/1-Rs8dcd2YUEGkmkgvjLTbegf2dkVTCPt/view?usp=sharing
Showing Procedure
Step-by-Step Procedure:
1. Pre-Showing Preparation
• Confirm the showing appointments with listing agents or via scheduling systems (e.g., BrokerBay, ShowingTime).
• Review MLS details for each property, noting key features, disclosures, and access instructions.
• Create a customized itinerary and send it to the buyer ahead of time, including addresses, times, and notes.
2. Client Communication
• Confirm attendance and timing with the client the day before.
• Provide expectations: wear comfortable shoes, allow time between showings, and bring any questions.
3. Arrival and Presentation
• Arrive 5–10 minutes early to ensure access (e.g., keybox works, lights are on).
• Greet the buyer warmly and introduce the property with key highlights from the MLS.
• Guide them through the home, allowing time for exploration while pointing out features and potential concerns.
4. Professionalism & Safety
• Always follow safety protocols—know your exit routes and avoid being alone in properties.
• Respect the seller’s home: avoid touching personal items, ensure doors are locked when leaving, and lights are returned to their original state.
• Be mindful of pets and alarms as per listing instructions.
5. Post-Showing Debrief
• Ask the client for feedback: what they liked/disliked, and how it compares to other homes.
• Make notes for future showings and adjust search criteria if needed.
• Follow up with listing agents if there are any specific questions or if the buyer expresses interest.
6. Documentation
• Log the showing in your CRM or showing log.
• Send a recap email or message summarizing the day’s tour and outlining next steps.