Open House Recap

Twelve names,
twelve tailored replies.

Sign-in sheet to sent inbox in three minutes. Each attendee gets a follow-up tuned to how they engaged: hot lead, warm prospect, or cold curious. Three-touch cadence built in.

~ 3 minute recaps 3 attendee tiers All 17 tools, $59/mo
Open House Recap 248 Maple Lane · 11/12
Attendees
Drafts
Sent
Pipeline
12
Attendees
4
Hot
5
Warm
3
Cold
Sarah Chen 24 min · Family of 4 · Asked about schools
Hot
Patricia Lin 31 min · 2nd visit · Pre-approved
Hot
Marcus Whitfield 12 min · Took flyer · Wants email list
Warm
Eric Prouzet 4 min · Curious neighbor
Cold
12 drafts ready · review & send Send Batch
Per recap
3m
Sign-in to sent
Tiers
3
Hot / Warm / Cold
0m avg
Per recap
0
Attendee tiers
0x
Reply rate vs blast
0hr
Send-by window
The Recap Engine

One attendee.
One tailored reply.

Sarah stayed twenty-four minutes and asked about schools. Patricia came back for a second look with her lender on speed dial. Marcus took a flyer. Eric is the neighbor. Watch the engine read each visit and write the right next message.

Attendee Profile

Sarah Chen

Hot Lead · Family of 4

Stayed 24 minutes. Asked specifically about PS 8 zoning, weekend dinners on Henry Street, and whether the basement could be finished. Took two flyers. Husband already inquiring with the lender. Buying within 90 days.

Time on site
24 min
Notes
Asked schools, basement
Stage
Pre-approved
Cadence
Day 1, 3, 7
Generated Draft 142 seconds
ToSarah Chen <sarah.chen@example.com>
SubjPS 8 zoning + the basement question, Sarah

Sarah, thanks for stopping by 248 Maple yesterday. You asked about PS 8 zoning and how the basement might be finished. Two answers worth your time.

Schools: 248 Maple is firmly in the PS 8 Robert Fulton boundary, confirmed against the District 13 map. PS 8 is rated 9 of 10 on GreatSchools and Saint Ann's is a four-block walk if you want a private K-12 alternative.

The basement: The current owner pulled permits in 2018 for a partial finish, never completed. The framing is in. A licensed contractor told me last spring it would be a $40-60K finish if you wanted full basement done well.

Want to bring your husband through this Saturday morning before it gets crowded?

Mass Email vs Targeted Recap

"Thanks for stopping by!"
or a conversation?

The agent who sends the same email to all twelve attendees gets a 4 percent reply rate. The agent who reads each visit and writes to it gets twelve actual conversations. The difference is a few minutes, not a few hours.

Mass Email Blast

"Thanks For Stopping By!"

  • Same template to all 12 attendees, generic opening line
  • No reference to anything the attendee actually said or asked about
  • No tier sorting, hot leads get the same message as cold curious neighbors
  • Single-touch follow-up, no Day 3 nudge or Day 7 close-out
  • ~ 4 percent reply rate, hot leads cool by Day 3
Open House Recap

Twelve Conversations

  • Each draft references the attendee's actual visit notes and questions
  • Hot leads get substance and a next-step ask, cold attendees get a soft thank-you
  • Subject line written for the attendee, not for everyone (open rate doubles)
  • Three-touch cadence: Day 1 recap, Day 3 nudge, Day 7 close-out, all pre-drafted
  • ~ 12-15 percent reply rate, three to four times the blast baseline
How It Works

Four steps,
three minutes.

01

Capture during

Use the iPad sign-in or photograph your paper sheet. The tool reads attendee names, contact info, and your shorthand visit notes (time stayed, questions asked).

02

Auto-triage

Each attendee classified as Hot, Warm, or Cold based on time on site, questions asked, and any agent shorthand notes (pre-approved, returning, etc).

03

Review drafts

Twelve drafts generated, one per attendee, each tuned to their tier and visit detail. Edit any line. Adjust the cadence if you want more or fewer touches.

04

Send batch

Approve and send. Day 3 and Day 7 follow-up emails queue automatically. Replies route to your inbox; the cadence pauses on any reply so you take it from there.

Sample Drafts

Four attendees,
four different emails.

The featured hot-lead draft, plus three abbreviated views: warm-prospect nurture, cold-curious thank-you, and an out-of-state buyer who needs a special-case touch.

Featured Draft · Hot Lead Hot
ToSarah Chen
SubjPS 8 zoning + the basement question, Sarah

Sarah, thanks for stopping by 248 Maple yesterday. You asked about PS 8 zoning and how the basement might be finished. Two answers worth your time.

Schools first: 248 Maple is firmly inside the PS 8 Robert Fulton boundary, confirmed against the District 13 map. PS 8 is rated 9 of 10 on GreatSchools, and Saint Ann's is a four-block walk if you want a private K-12 alternative.

The basement: the current owner pulled permits in 2018 for a partial finish, never completed. The framing is in. A licensed contractor told me last spring it would be a $40-60K finish if you wanted the full basement done well.

Want to bring your husband through this Saturday morning before it gets crowded? I have 9:30 or 10:30 open.

Best,
[Agent name]

Warm NurtureWarm

A few houses you might also want to see, Marcus

"Marcus, glad you came through 248 Maple. You mentioned you are early in the search. Here are three other listings within a half-mile that match the same brief. Want to schedule walk-throughs together next week?"

Cold Thank-YouCold

Thanks for stopping by, Eric

"Eric, good to meet you on Sunday. Always nice when neighbors come through, helps me sense how the block feels about the listing. If you ever know anyone in the market, I am here. No follow-up needed otherwise."

Out-of-State BuyerSpecial Case

Video walkthrough + neighborhood guide, Patricia

"Patricia, since you mentioned you are flying back to Austin tomorrow, attached is a 6-minute video walkthrough I recorded after the open house and the full Brooklyn Heights neighborhood guide. Happy to do a video tour with your husband next week."

Triage Tiers

Three tiers,
three conversations.

Every attendee falls into one of three tiers based on time on site, questions asked, and visit signals. The tier sets the email tone, the cadence, and what the next-step ask looks like.

Hot

Hot Lead

Engaged buyer. Asked specific questions, stayed 20+ minutes, returned for a second look, or signaled financing readiness. Worth your time tomorrow morning.

Visit Signals
  • 20+ minutes on site
  • Asked schools, financing, or specific room questions
  • Returning visitor
  • Pre-approved or mentioned lender
Email Tone
  • Subject names their actual question
  • Substantive answers, real detail
  • Direct next-step ask (private showing, second tour)
  • Three-touch cadence: Day 1, 3, 7
Warm

Warm Prospect

Engaged but exploratory. Stayed a normal length, took a flyer or signed the email list, signaled they are early in their search and shopping the neighborhood broadly.

Visit Signals
  • 10-20 minutes on site
  • Took flyer or signed email list
  • Mentioned other listings they have seen
  • Early in the search, no urgency signal
Email Tone
  • Friendly, low-pressure opener
  • Offer 2-3 other listings that match their brief
  • Soft next-step (open to questions, no urgent ask)
  • Two-touch cadence: Day 1, Day 7
Cold

Cold Curious

Neighbor, casual visitor, or first-time open-house attendee. Brief visit, no signals of active buying intent. Worth a thank-you, not a pitch.

Visit Signals
  • Under 10 minutes on site
  • Neighborly conversation, no buyer questions
  • First open house they have been to
  • No contact info beyond name
Email Tone
  • Warm, brief thank-you
  • Acknowledge they are not actively looking
  • "Refer me" soft ask, no follow-up cadence
  • Single touch, then off-list unless they re-engage
Features

Everything that goes
into a three-minute recap.

📝

iPad sign-in or paper

Use the iPad sign-in form during the open house, or photograph your paper sheet after. The tool reads names, emails, phone, and your shorthand notes.

🎯

Auto-triage

Hot, Warm, Cold classification per attendee based on time on site, questions asked, visit signals, and any agent shorthand notes. Override any classification.

✏️

Twelve drafts at once

One draft per attendee, each tuned to the visit specifics. Edit any line. The subject line is written for the attendee, not the audience.

🕔

Three-touch cadence

Day 1 recap, Day 3 nudge, Day 7 close-out, all queued automatically for hot leads. Cadence pauses the moment an attendee replies so you take over.

🔒

Reply-aware automation

Replies route to your inbox. The follow-up cadence pauses for that attendee automatically. No more cringe of "another follow-up" after they already responded.

📊

Pipeline tracking

Hot leads from each open house feed into the Pipeline view. Track who replied, who showed for a second tour, and who closed. Per-event conversion stats.

FAQ

Open House Recap, answered.

No. The iPad sign-in is the fastest input path because the tool captures contact info and shorthand notes directly. But you can also photograph your paper sign-in sheet after the open house and the tool will read it via OCR. Most agents use whatever they already use; the tool fits either way.

A weighted score based on time on site, questions asked, returning-visitor flag, and any shorthand notes the agent added (pre-approved, lender mentioned, second visit, etc). 20+ minutes plus a specific question pushes Hot. Under 10 minutes with no buyer questions pushes Cold. Everything else lands Warm. You can override any classification before sending.

Yes. Twelve drafts are produced. You review them in the Drafts tab, edit any line, override the tier, change the cadence, or skip individual attendees. Most agents edit lightly: the subject line is usually right, and the body needs a sentence of personal detail only the agent would add. Approve and send the batch when ready.

Hot leads get an automatic three-touch cadence: Day 1 recap, Day 3 nudge ("did you get a chance to think about it?"), Day 7 close-out ("I am here when you are ready"). Warm prospects get a two-touch cadence (Day 1, Day 7). Cold attendees get one touch and roll off the list. Any reply pauses the cadence for that attendee instantly so you take it from there.

Yes for Follow Up Boss, kvCORE, Sierra Interactive, BoomTown, Realvolve, and Salesforce on the Pro and Brokerage plans. Each open house feeds attendees, drafts, and follow-up status to the CRM as a tagged batch so the pipeline lives where the rest of your client data lives. Email-only (no CRM) works on every plan.

Start Free

Sign-in sheet to sent inbox.
Three minutes.

Try Open House Recap free for seven days. All seventeen tools included, no credit card required.