How to make a real estate visit sheet?
When a real estate agency has to find buyers for your house or flat, it will be responsible, among other things, for arranging viewings of the property.
To protect their interests, estate agents often offer a property viewing form. Indeed, some agencies make the persons to whom they present a property sign what is known as a "property viewing sheet" or "viewing report".
But what is a viewing form, what is real estate jurisprudence, what does it commit the buyer or seller to, and, above all, how can it be done? We tell you about it here.
What is a property viewing form?
The property viewing form is a document used by estate agents as proof of their role as intermediaries between buyers and sellers. The main purpose of this document is to protect the interests of estate agents.
What is it for?
Signing a viewing form is not an offer to buy, nor a commitment to sell, nor does it imply any payment.
It only certifies the visit of a house or flat through a real estate agent. The visit sheet commits the buyer not to leave out the real estate agency by contracting directly with the seller to conclude a purchase between private individuals.
In this case, the visit sheet can serve as evidence for the real estate agency to be compensated for the non-payment of the commission.
What should a viewing record be kept and who should sign it?
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The contact details and signatures of the prospective buyers to whom the agent shows the property.
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The exact address of the property, as well as the contract number linking the estate agent's sales commission to the seller.
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The contact details of the real estate agency, including information on its legal status.
Real estate case law: what is the value of the value of the real estate visit sheet?
The viewing form is not a sales or rental order form, so this document has no contractual value. It is only a document that proves the visit.
At no time does it commit the visitor to the act of buying or renting the property.
How to create the real estate visit sheet?
There are several options to create the real estate visit sheet, among the most used we would like to highlight 2:
Create a real estate fact sheet template in Word
No matter what format or design you choose for your visit sheet, it must contain the following information:
Identification of the property visited.
Identification of the visitors: names, ID number, passport number, etc.
Identification of the person/agency carrying out the visit, agency logo, etc.
Commitment of the visitor: not to purchase the property directly from the seller.
First visit: guarantees that he/she has not visited the property before.
Signatures: of the owner, the real estate agent and the visitor.
GDPR clause.
This is an efficient and free way to generate real estate visit sheets. If you download our free template, all you need to do is fill in the new details before each viewing, print and sign.
🔻 However, there is a much simpler, safer and more practical method of creating and storing visit reports.
Using online solutions
The best way to create complete, error-free and automated timesheets is to use an online tool - no more lugging around hundreds of sheets of paper! Connecting to the internet or downloading the app is enough to manage the visit sheets.
Kizeo Forms is an app that helps optimise property management, from visit records and inspections to inventory management. In just a couple of clicks, you can create forms to validate visit reports or conceive and manage complete property inventories. Discover functionalities such as geolocation, automatic form submission, mandatory fields or checkboxes.
Docusign is a specialised e-signature solution. This tool allows real estate agents to complete approvals and finalise agreements in a couple of clicks. Indeed, it is possible to sign any type of document quickly and from any device. You can add any document format (Word, PDF, Excel, etc.), customise the fields and store them securely online.
One-click visit report
Going paperless is not a trend, it is an operational necessity to speed up business and administrative processes.
By using online tools, businesses of all types and sizes can save time, save money and become more competitive!
Validating visits, managing inventories and closing sales contracts is just a click away. Are you still printing and filing paperwork to ensure payment of fees or are you already managing everything from the cloud?
Article translated from Spanish