Mobile Open-House Check-In & Lead Capture App for a Regional Brokerage
Built a simple, fast mobile app agents use at open houses to check in visitors, capture contact details, and automatically enroll them in a follow-up sequence based on their stated interest level.
Overview
Built a simple, fast mobile app agents use at open houses to check in visitors, capture contact details, and automatically enroll them in a follow-up sequence based on their stated interest level. The app replaced a paper sign-in sheet that visitors often skipped and that required manual data entry back at the office after every event. Because agents needed something they could hand a visitor mid-conversation, the interface was kept to a single screen with minimal typing, using device autofill wherever possible. Lead data syncs instantly to the brokerage's CRM so no visitor information is ever transcribed by hand. A paper sign-in sheet at open houses was frequently skipped by visitors and required manual data entry back at the office, creating a days-long lag before leads reached the CRM. We built a single-screen mobile app agents use at open houses to capture visitor details and automatically enroll them in a follow-up sequence based on stated interest, designed to be handed to a visitor mid-conversation with minimal typing. We prototyped the single-screen flow with agents first, since the interface had to work while handed to a stranger mid-conversation. After testing autofill behavior across common phone and tablet models, we piloted the app at a handful of open houses before rolling it out across the brokerage. Open-house sign-in rates rose an estimated 35%, and leads now reach the CRM instantly instead of days after the event, giving agents a much faster start on follow-up while visitor interest is still fresh.
What's included
- Single-screen check-in with device autofill support
- Automatic follow-up sequence enrollment based on stated interest
- Instant sync to the brokerage's CRM, no manual re-entry
- Works reliably on a phone or tablet at the door
- Visitor interest tagging for smarter follow-up
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