A Realtor workflow example

Turn an open house into a more organized next conversation.

LoanSide helps you prepare a private visitor link, a clean QR sign, and an editable follow-up plan—while keeping every message and client decision under your control.

1

Set up the event

Create a private open-house link and add the verified event details you want visitors to see.

2

Welcome visitors

Use a printable QR sign so a visitor can choose to open the registration or listing-details page on their phone.

3

Prepare follow-through

Review the information received, then create the next-step plan and editable follow-up material that fits the conversation.

Open house

Get the listing details

Scan for the visitor information page.

Generic visual example only

Prepared for the event, not automated after it.

The workflow gives Realtors a focused starting point for visitor materials, organized leads, and next steps. The Realtor still reviews the details and chooses whether and how to follow up.

  • Private link for the event creator
  • Printable sign and buyer-facing materials
  • Editable follow-up and seller-update planning
No automatic messagesLoanSide does not send outreach on a Realtor’s behalf.
Use approved detailsReview listing details, permissions, and any required disclosures before sharing.
Keep the human connectionThe tools organize work so the Realtor can focus on the conversation in front of them.

Build the open-house workflow around your event.

Start a free trial to create your own private link, QR sign, and client-ready materials.

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