Open house lead intake handoff

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What should happen same day after an open house?

Log visitors per brokerage policy, upload sign-in records, assign follow-up agent, send intake checklist to hot buyers.

Should every visitor get a document request?

No — qualify first. Serious buyers get buyer onboarding checklist early.

How long keep sign-in sheets?

Confirm with BOR — see RECO open house log retention guide in /docs. Not a named statutory form with a universal retention clock in every case.

Can Hivi-X replace CRM?

No. Hivi-X handles document intake after lead qualification.

Does Hivi-X capture open house sign-ins?

No auto capture — upload sign-in sheet or export per your process.

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