About Open House Wizard & How it Works
You may be one of the estimated 50% of Real Estate Agents that either have a CRM system (Customer Relationship Management) or soon will have one. As you may know, a good CRM service is a lifesaver for many Real Estate agents. It helps convert leads, keeps you organized via calendar and other functions and many even handle other aspects related to Real Estate business such as transaction coordination, tasks and many other valuable aspects.
Our service is focused on providing a linkage from an Open House Sign-In page directly to your CRM. When prospective clients sign-in to your open house we instantly transfer their information to your CRM system in ‘real-time’.
If your CRM has an App, you can view the app during your open house and watch as new contacts appear like magic. This is also useful for adding comments and other details to their record. Sometimes its great just to get their name that way, sometimes you may not have their name and all you have to do is look at the app after they sign in!
Your CRM can also be setup to automatically place these new leads on a custom ‘Open House’ email and/or text drip. See our ‘Tips & Tricks‘ page for more details on that.
Open House Wizard Requirements
The Open House Wizard requires either an Ipad, PC, Notebook, Laptop or Tablet with an Internet connection.
Although not required, we also HIGHLY recommend an external keyboard if you are using an Ipad or Tablet. (The onscreen keyboard on Ipads and Tablets is harder to use for visitors) Its well worth the couple of bucks investment, trust us on that one!
The last requirement is a CRM to send the leads to. Check out our list of supported CRMs, and keep in mind we are constantly adding more all the time. You can also contact us if you would like to be notified when your CRM is added.
Currently we do not offer an Android or Iphone version of the service because we believe for Open House Sign-In purposes the small screens on phones are not an effective way to do visitor sign-ins.
How it Works
After you register on the Open House Wizard site our engineers manually setup & test a connection service to your CRM that will funnel your Open House Sign-In leads directly to your CRM as new contacts. This connection service is usually done within 24-48 hours.
Thats it! …yes, it is like magic 🙂
During the Open
During your Open House, simply ask Visitors to sign in using the page
They are asked for their Name, email address, phone number and whether they are using a Realtor
After pressing ‘Submit’, the Open House page reloads automatically and is ready for the next visitor sign-in
How to Get Started
1st of all, go to the Open House Wizard website and click on the ‘Buy Now‘ link at the top of the page
From there you can add the open house wizard to your cart
During the checkout process you will need to choose your desired Open House Sign-In Page color, provide a login name (cannot be an email address), your name, email, phone, password and billing details
You will also be asked to provide an API code or key from your CRM, this code or key allows us to setup the connection to your CRM for you (instructions for finding that key or code can be found here)
Choose a plan (month to month or annual)
When your account is completed (within 24-48 hours), you will get an email notice sent to you
How to Use the Open House Sign-In Page
When you are ready for an Open House just simply go to www.OpenHouseWiz.com and use the Login link at the top of the page
*We highly recommend all agents test out their open house sign in page and view results in their CRM prior to using it at an open house…
Don’t forget to view our ‘Tips & Tricks‘ page for more ways to take advantage of this great service
How to Change the Logo, Login & Logout
To change your logo, login to the site then click the ‘gear’ icon on the upper right of the open house screen, then choose the ‘Upload your own logo’ option
To login to the site, at the top of the page choose the ‘Login’ link
To logout from the site and your open house page, choose ‘Logout’ from the ‘gear’ icon on the upper right of the open house screen
Upload your own ‘Avatar’ (logo or headshot) for the Open House Page (Optional)
If you choose to do so, you can personalize your Open House Sign-In Page with your own logo or headshot. If not, the default image shown is of a house.