Manage and Follow Up With Open House Attendees
When a guest submits an Open House Registration Page, Rechat automatically adds the attendee to your People Center.
The contact is tagged:
OpenHouse
Lead
Rechat also records details about the registration so you can identify the event, understand the source, and follow up with helpful context.
View registrants from the Open Houses area
The Open House Registrations dashboard provides a quick way to see whether guests have registered.
Go to Transactions > Open Houses.
Select Upcoming or Past.
Locate the event.
Review the number in the Registrants column.
Click the registrant count to view the attendees.
Select an open house’s registrant count to view the guests who submitted its Registration Page.
The Registrants window displays the available name and contact information for each attendee.
Find attendees in the People Center
Use the People Center when you want to review, organize, or follow up with everyone who attended a specific open house.
Go to People.
Click More.
Select Open House under More Filters.
Find and select the appropriate open house.
Click Done.
Select Open House under More Filters, then choose the address and event date whose attendees you want to view.
The People Center will display the contacts who registered for the selected event.
Filtering by a specific event is more precise than filtering only by the OpenHouse tag, especially if you regularly host open houses.
Review the registration details
When someone registers, Rechat creates an entry in the contact’s timeline documenting the source and event.
The entry may include:
Comments submitted with the registration
Source: Open House Registration Page
Registration date and time
Open house address
Realtor’s name, if provided
Rechat records the registration source, event, time, Realtor information, and submitted comments in the attendee’s contact timeline.
This information remains with the contact and gives you useful context when you follow up later.
Add your own notes
Open the attendee’s contact record and add notes about your conversation.
Useful details might include:
What the guest liked about the property
Features they disliked or questioned
Their preferred neighborhoods
Their approximate price range
Their buying or selling timeline
Whether they have a property to sell
Whether they are already working with an agent
Questions that require follow-up
The next action you promised to take
Create a reminder
If an attendee requests information or appears interested in working with you, create a reminder from their contact record.
Examples include:
Send the property disclosures.
Answer a question about the home.
Schedule a private showing.
Share comparable properties.
Discuss their current home’s value.
Follow up after they speak with a lender.
Check in again next week.
Every promising conversation should have a documented next action.
Follow up with multiple attendees
After filtering the People Center by the open house, select one or more contacts to open the bulk actions toolbar.
Select one or more attendees to send communication, add them to a Flow, organize the contacts, apply tags, or take other bulk actions.
Depending on the tools available to your account, you can use:
Send: Send direct or marketing communication.
Automate: Add attendees to a Flow.
Organize: Add contacts to a list or organize them for future outreach.
Export: Export selected contact information.
Tag: Apply additional tags based on interest, timeline, or lead type.
You can also delete contacts when appropriate, but review the selected records carefully before doing so.
Add attendees to a Flow
Flows can automate future emails, reminders, and other follow-up activities.
After filtering and selecting the appropriate attendees:
Click Automate.
Select Flow.
Choose the appropriate follow-up Flow.
Review the selected contacts and automation.
Confirm the action.
Consider preparing an open house follow-up Flow before the event so you can begin outreach quickly afterward.
Apply additional tags
Rechat automatically applies OpenHouse and Lead, but additional tags can help you prioritize and personalize future communication.
Examples might include:
Hot Buyer
Potential Seller
Needs Financing
Private Showing
Neighbor
Long-Term Buyer
Follow Up This Week
Use your brokerage’s existing tag structure when one is available.
Suggested follow-up timeline
During the open house
Review new registrations as they arrive.
Add notes from meaningful conversations.
Identify high-priority prospects.
Create reminders for anything you promised to send.
Immediately after the event
Reconnect any device that collected registrations offline.
Keep the Sign-In Page open until the registrations upload.
Confirm that the registrant count is accurate.
Filter the People Center by the event.
Review the new or updated contact records.
Add any remaining notes.
Within 24 hours
Thank attendees for visiting.
Answer outstanding questions.
Share requested property information.
Offer a private showing when appropriate.
Send comparable listings to interested buyers.
Follow up with potential sellers about their real estate plans.
During the following week
Contact engaged prospects again.
Complete any outstanding tasks.
Add appropriate contacts to a long-term Flow.
Send relevant listing or market updates.
Continue documenting meaningful interactions.
Follow-up best practices
Respond quickly. Reach out while the event and conversation are still fresh.
Use the registration details. Review the event, comments, and Realtor information before contacting the guest.
Personalize your message. Mention something specific from the conversation whenever possible.
Prioritize thoughtfully. A ready buyer needs a different next step than a neighbor or long-term prospect.
Respect existing representation. Check whether the guest provided a Realtor, agent, or broker name.
Document the next action. Use a reminder or Flow so the contact does not disappear into your database.
Verify offline registrations. Confirm that every pending registration uploaded before closing or powering off the shared device.
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