Websites

Open house sign-in forms for real estate

Turn walk-ins into tracked leads.

Set up on a phone, tablet, or any device connected to the internet. Visitors sign in digitally instead of on a paper list — and land straight in your CRM with follow-up already running.

Lofty open house forms gallery — one branded sign-in form per listing
Websites

Never lose an open-house lead

Each Open House Form is created for a specific listing, and questionnaires can be reused across all your open houses.

Digital sign-in with QR codes

Visitors scan a QR code to complete the form on their own phone, or fill it in directly on the tablet or computer you provide. You can also print the QR code for the sign-in table.

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Custom questionnaires

Default fields for name, email, and phone with required-field controls — then add, remove, or re-order plain-text and multiple-choice questions. Save questionnaires as templates and share them with your team, office, or company.

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Instant CRM capture

The moment a visitor hits Submit, they're registered in your Lofty CRM with the source "Open House" and a shared tag of the listing address. Answers map to standard fields — price range, house to sell, timeframe, pre-qualification, first-time buyer — and custom answers save to the lead profile as notes.

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Lofty open house questionnaire templates with questions, creators, and sharing controls
Automation

Follow-up starts before they leave the driveway

Everything you capture at the door feeds the same automation engine as the rest of your Lofty CRM.

  • Welcome email or text — choose whether new registrants receive an automatic welcome message the moment they sign in.
  • Lead routing — turn on "Assign lead by routing?" and your lead routing rules distribute open-house leads across the team automatically.
  • Smart Plan triggers — trigger a Smart Plan whenever a new lead is created from the Open House source, so nurture starts without any manual step.
  • Visitor notes & continuous sign-in — jot a note about each visitor on the submission page, then hand the device to the next guest to continue signing in.
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Your next open house, captured completely.

See how sign-in forms, routing, and Smart Plans work together in one walkthrough.

FAQ

Frequently asked questions

Haven't found what you're looking for? Try the Lofty Help Center or Contact us

Do I need a special app to run an Open House Form?
No. Log in to Lofty on a computer, tablet, or via the Lofty mobile app and open the form. There's no dedicated iPad or Android tablet app — on tablets, simply sign in through the mobile browser and access the form there.
How do visitors fill in the form?
Visitors can scan the QR code and complete the form on their own phone, or fill it in directly on the device you provide at the door. You can also print the QR code for leads to scan on their own.
Where do the answers go after someone signs in?
Submitted visitors are registered in your Lofty CRM immediately, with the source "Open House" and a shared tag of the listing address. Answers that match standard fields — with agent, price, house to sell, timeframe, pre-qualified, first-time buyer — fill those fields; custom questions are saved to the lead profile as notes.
Can open-house leads be routed and followed up automatically?
Yes. Enable "Assign lead by routing?" to distribute leads through your lead routing rules, send an automatic welcome email or text on registration, and set a Smart Plan trigger for new leads from the Open House source so nurture starts immediately.