# Showing Properties

# 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](https://drive.google.com/file/d/1-Rs8dcd2YUEGkmkgvjLTbegf2dkVTCPt/view?usp=sharing "Showing Checklist PDF ")**

# Showing Procedure

**Step-by-Step Procedure:**

<span class="s1"> 1. </span>**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.

<span class="s1"> 2. </span>**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.

<span class="s1"> 3. </span>**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.

<span class="s1"> 4. </span>**Professionalism &amp; 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.

<span class="s1"> 5. </span>**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.

<span class="s1"> 6. </span>**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.