Real Estate Appointment and Offer Instructions Instructions
This form contains 93 fields organized into 20 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Access Instructions | ||
| Access Code | Text |
Please enter the code required for property access. Fill only if 'Lockbox', 'Door Code' is 'Yes', any.
Depends on:
Lockbox, Door Code
|
| Lockbox Location and Other Access Instructions | Text |
Please provide details regarding the lockbox's location and any additional instructions for gaining access to the property. Fill only if 'Lockbox', 'SentriLock' is 'Yes', any.
Depends on:
Lockbox, SentriLock
|
| Lockbox | Checkbox |
Check this box if access to the property is provided via a lockbox.
|
| Door Code | Checkbox |
Check this box if access to the property requires a door code.
|
| Go Direct | Checkbox |
Check this box if visitors can go directly to the property without requiring a key, code, or special access device.
|
| Key | Checkbox |
Check this box if access to the property is provided via a physical key.
|
| SentriLock | Checkbox |
Check this box if access to the property is managed using a SentriLock system.
|
| Additional Notification Information | ||
| Additional Notification Details | Text |
Provide any additional information that should be included in the automated notification sent to showing agents when an offer is registered.
|
| Admin/Front Desk Instructions | ||
| Call listing contact(s) & wait for confirmation | Checkbox |
Select this box if you want the front desk to call the listing contact(s) and wait for their confirmation before scheduling the appointment.
|
| Email / Text listing contact(s) | Checkbox |
Check this box if the admin/front desk should email or text the listing contact(s) and wait for their confirmation.
|
| Leave voicemail & immediately confirm | Checkbox |
Check this box if the admin/front desk should leave a voicemail for the listing contact(s) and immediately confirm the appointment.
|
| Property is vacant, always confirm | Checkbox |
Check this box if the property is vacant, allowing appointments to always be confirmed.
|
| Auto Message listing contact(s) and confirm | Checkbox |
Check this box if the admin/front desk should automatically message the listing contact(s) and confirm appointments.
|
| Call listing agent | Checkbox |
Check this box if the admin/front desk should call the listing agent for confirmation instructions.
|
| Page listing agent | Checkbox |
Check this box if the admin/front desk should page the listing agent for confirmation instructions.
|
| Do not contact listing agent | Checkbox |
Check this box if the admin/front desk should not contact the listing agent, as they will confirm directly.
|
| Alarm Information | ||
| Alarm Code | Text |
Please enter the alarm code for the property. Fill only if 'YES' is 'Yes'.
Depends on:
YES
|
| YES | Checkbox |
Check this box if there is an alarm at the property.
|
| NO | Checkbox |
Check this box if there is no alarm at the property.
|
| Appointment Timing Instructions | ||
| Minimum Notice Required Hours | Number |
Please enter the minimum number of hours notice required for an appointment.
|
| Max Appointment Duration - 1 Hour | Checkbox |
Check this box if the maximum allowed duration for an appointment is 1 hour.
|
| Max Appointment Duration - 1/2 Hour | Checkbox |
Check this box if the maximum allowed duration for an appointment is 1/2 hour.
|
| Allow Double Bookings - Yes | Checkbox |
Check this box if double bookings are permitted for appointments.
|
| Allow Double Bookings - No | Checkbox |
Check this box if double bookings are not permitted for appointments.
|
| Max Appointment Duration - 15 Minutes | Checkbox |
Check this box if the maximum allowed duration for an appointment is 15 minutes.
|
| Automated Offer Notification Preference | ||
| All Agents Who've Seen the Property | Checkbox |
Check this box to automatically notify all agents who have seen the property when an offer is registered.
|
| Only Agents With Registered Offers | Checkbox |
Check this box to automatically notify only agents who have registered offers when an offer is registered.
|
| Do Not Notify Anyone | Checkbox |
Check this box if you do not want anyone to be automatically notified when an offer is registered.
|
| Email Submission Address | ||
| Email Address | Text |
Provide the email address where offers should be submitted. Fill only if 'By E-mail' is selected.
Depends on:
By E-mail
|
| By E-mail | Checkbox |
Check this box if offers should be submitted via email.
|
| Fax Submission Number | ||
| Fax Number | Text |
Enter the fax number where the offer should be submitted. Fill only if 'Fax' is selected.
Depends on:
Fax
|
| Fax | Checkbox |
Check this box if offers should be submitted via fax.
|
| First Listing Contact | ||
| Notify By: Email | Checkbox |
Check this box if the first listing contact should be notified by email.
|
| Notify By: Text Msg | Checkbox |
Check this box if the first listing contact should be notified by text message.
|
| Notify By: Must Call | Checkbox |
Check this box if the first listing contact must be called for notifications.
|
| Send Notification: New Appt | Checkbox |
Check this box if the first listing contact should receive notifications for new appointments.
|
| Send Notification: Confirmed | Checkbox |
Check this box if the first listing contact should receive notifications when an appointment is confirmed.
|
| Send Notification: Denied | Checkbox |
Check this box if the first listing contact should receive notifications when an appointment is denied.
|
| Send Notification: Time Change | Checkbox |
Check this box if the first listing contact should receive notifications for appointment time changes.
|
| Send Notification: Cancelled | Checkbox |
Check this box if the first listing contact should receive notifications when an appointment is cancelled.
|
| Send Notification: Reminders | Checkbox |
Check this box if the first listing contact should receive appointment reminders.
|
| Appointment Permissions: Can Confirm | Checkbox |
Check this box if the first listing contact is authorized to confirm appointments.
|
| Appointment Permissions: Can Deny | Checkbox |
Check this box if the first listing contact is authorized to deny appointments.
|
| Listing Contact Name | Text |
Please enter the full name of the first listing contact.
|
| Listing Contact Email Address | Text |
Please enter the email address of the first listing contact.
|
| Listing Contact Phone Number | Text |
Please enter the phone number of the first listing contact.
|
| In-Person Submission Location | ||
| In-Person Submission Location | Text |
Please enter the specific address or name of the location where offers will be submitted in person. Fill only if 'In Person' is selected.
Depends on:
In Person
|
| In Person | Checkbox |
Check this box if the offer will be submitted in person.
|
| Minimum Irrevocable Request | ||
| Minimum Irrevocable Duration | Number |
Please specify the duration in hours for which the minimum irrevocable request will be valid. Fill only if 'YES' is 'Yes'.
Depends on:
YES
|
| YES | Checkbox |
Check this box if you are requesting a minimum irrevocable period.
|
| NO | Checkbox |
Check this box if you are not requesting a minimum irrevocable period.
|
| Offer Acceptance Timing | ||
| Holding Offer Date | Date |
Enter the date when offers begin to be accepted. Fill only if 'Holding Offer Date' is selected.
Depends on:
Holding Offer Date
|
| Holding Offer Time | Time |
Enter the time when offers begin to be accepted. Fill only if 'Holding Offer Date' is selected.
Depends on:
Holding Offer Date
|
| Holding Offer Date | Checkbox |
Check this box if offers will only begin to be accepted from a specified holding date and time.
|
| Offers Accepted Anytime | Checkbox |
Check this box if offers can be accepted at any time without a specific holding date.
|
| Other Agent Details | ||
| Other Agent Details | Text |
Provide any additional details or specific instructions that showing agents should be aware of.
|
| Other Submission Method | ||
| Other Method | Checkbox |
Check this box if the offer submission method is not 'In Person', 'By E-mail', or 'Fax', and then provide an explanation.
|
| Page Me Regarding | ||
| New Appt | Checkbox |
Check this box if the message or paging request is regarding a new appointment.
|
| Confirmed | Checkbox |
Check this box if the message or paging request is regarding a confirmed appointment.
|
| Denied | Checkbox |
Check this box if the message or paging request is regarding a denied appointment.
|
| Time Change | Checkbox |
Check this box if the message or paging request is regarding a time change for an appointment.
|
| Cancelled | Checkbox |
Check this box if the message or paging request is regarding a cancelled appointment.
|
| Reminders | Checkbox |
Check this box if the message or paging request is regarding appointment reminders.
|
| Pre-emptive Offer Acceptance | ||
| No | Checkbox |
Check this box if you are not accepting pre-emptive offers.
|
| Yes | Checkbox |
Check this box if you are accepting pre-emptive offers.
|
| Property Details | ||
| MLS Number | Text |
Please enter the Multiple Listing Service (MLS) number for the property.
|
| Property Address | Text |
Please provide the full address or identifying name of the property.
|
| Agent Name | Text |
Please enter the full name of the agent associated with this appointment.
|
| Property Identifier | Text |
Please enter the identifying details or address of the property.
|
| Agent Name | Text |
Please provide the name of the agent associated with this offer.
|
| Second Listing Contact | ||
| Send Notification for New Appointment | Checkbox |
Check this box if the second listing contact should receive notifications for new appointments.
|
| Send Notification for Confirmed Appointment | Checkbox |
Check this box if the second listing contact should receive notifications when an appointment is confirmed.
|
| Send Notification for Denied Appointment | Checkbox |
Check this box if the second listing contact should receive notifications when an appointment is denied.
|
| Send Notification for Time Change | Checkbox |
Check this box if the second listing contact should receive notifications for appointment time changes.
|
| Send Notification for Cancelled Appointment | Checkbox |
Check this box if the second listing contact should receive notifications when an appointment is cancelled.
|
| Send Notification for Reminders | Checkbox |
Check this box if the second listing contact should receive appointment reminders.
|
| Can Deny Appointments | Checkbox |
Check this box if the second listing contact is permitted to deny appointments.
|
| Can Confirm Appointments | Checkbox |
Check this box if the second listing contact is permitted to confirm appointments.
|
| Notify By Email | Checkbox |
Check this box if the second listing contact should be notified by email.
|
| Notify By Text Message | Checkbox |
Check this box if the second listing contact should be notified by text message.
|
| Notify By Must Call | Checkbox |
Check this box if the second listing contact must be called for notifications.
|
| Second Contact Name | Text |
Please enter the full name of the second listing contact.
|
| Second Contact Email | Text |
Please provide the email address for the second listing contact.
|
| Second Contact Phone | Text |
Please enter the phone number for the second listing contact.
|
| Showing Agent Instructions | ||
| Showing Agent Other Information | Text |
Please provide any other relevant instructions or information for the showing agent.
|
| Turn Off Lights | Checkbox |
Check this box if the showing agent should turn off the lights after the showing.
|
| Remove Shoes | Checkbox |
Check this box if the showing agent should remove their shoes upon entering the property.
|
| Leave Card | Checkbox |
Check this box if the showing agent should leave their business card at the property.
|
| Lock Doors | Checkbox |
Check this box if the showing agent should ensure all doors are locked after the showing.
|
| Call if late | Checkbox |
Check this box if the showing agent should call if they are going to be late for the appointment.
|
| Knock First | Checkbox |
Check this box if the showing agent should knock before entering the property.
|
| Bring RECO Lic. | Checkbox |
Check this box if the showing agent should bring their RECO license to the showing.
|
| Special Instructions | ||
| Special Instructions | Text |
Provide any restricted times, days, or other special instructions for the appointment.
|