OpenHouses provided agents with a solution to capture and engage potential buyers while they were on site for an inspection.
Agents found that they were making notes on paper and with various apps, then having to re-enter that information into their CRM.
We asked agents about their open for inspection experience and found that they were often busy with one client when another came through the door. As a result, they often missed key opportunities and many potential buyers would leave before any info could be obtained. They needed a simple way to gather key data to enable later communication. Although data flyers were frequently used and provided some info to the client, it didn't provide feedback for the agents.
We created a simple tablet-based app with both Agent and Consumer facing aspects. This allowed agents to prompt for a sign in from each interested party, including a brief questionnaire to help learn more about each clients needs. The data was immediately synced with their CRM platform and tagged as an OpenHouses lead. The interface also provided the client with key info on the property, which reduced questions and uncertainty.
Initial Wireframe/Mockup for primary agent interface
Overview of the flow that was needed for the app
Questionnaire provided to open house visitors to help the agent gain important info about each potential client
