Open home procedure
SOP template
| SOP no. | Version | Effective date | |||
|---|---|---|---|---|---|
| Owner | Approver | Review date |
Purpose
To run open homes that show the property well, keep it secure and record every visitor.
Scope
Every open home and private inspection for sale or rent.
Responsibilities
| Role | Responsibility |
|---|---|
| Agent | Runs the open home, answers questions and follows up visitors. |
| Seller or landlord | Prepares the property and puts away valuables and medicines. |
Procedure
Prepare the property
Ask the seller to tidy, put away valuables, keys and medicines, and secure pets.
Set up
Arrive early, open blinds and windows, turn on lights and put out signs.
Register every visitor
Record each visitor’s name and contact, as your local privacy rules allow.
Keep it secure and safe
Watch who goes where, and have a second person for large or busy opens.
Caution: Don’t run an open home alone if you feel unsafe. Tell the office your location and time.
Answer accurately
Answer questions only with what you know, and follow up anything you need to check.
Lock up
Check every room, close windows, lock doors and turn off lights.
Follow up
Contact every visitor within a day, and send the seller a report.
Records
- The sign-in register.
- The open home report to the seller.
Related documents
- New property listing checklist
Revision history
| Version | Date | What changed | Approved by |
|---|---|---|---|
