Team Details 2021

Team Details 2021 - Open House Wizard

Team, Broker or Mortgage Professional?
Then you need Open House Wizard for Teams.

Our Platform is perfect for Teams and Brokers with an abundance of 'Team Friendly' Features such as our 'Team Management Portal' and Aggressively Discounted Pricing for Teams. For Loan Pros, we offer fully Branded Accounts. Details below.

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Now Offering Fully Branded Subscriptions for Loan Professionals.

Features for Teams & Brokers

Open House Visitor Registration including Touch Free Text & QRCODE Open House Sign In App and Service, CRM Connections, Text & Email Visitor Drip Campaigns & much more - see details below. 

For Mortgage Professionals, Home Loan Consultants or Brokers & Teams, we offer fully Branded 'Team' Subscriptions. 

With our Branded Subscriptions, simply add the Agents you work with and they will enjoy full access to all Open House Wizard feature for their Open Houses and best of all, your Branding & Contact Info stays. Your Branding will show on the Smartphone Visitor Registration page, the QRCODE / TEXT Registration Flyer and even the Visitor Welcome Emails!  Leads are auto-forwarded to your email or to your CRM or both. 

With our Branded Team Accounts, even if you cannot be at the Open House, your branding will still be there.

As you can see we are much more than an Open House Sign In Service, we are focused on Lead Generation and Lead Conversion for our Agents.

We offer Teams vastly discounted subscription rates so it is easy to have an umbrella account that includes accounts for all of your Agent Team Members. 

Checkout Our Full Team Details & Perks Below

We are built for Teams and Dedicated to their Success!

Branded Subscriptions

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Our Branded Subscriptions platform for Loan Professionals and Teams offers a unique way to offer value to your Real Estate Agent partners but to also build your own business at the same time.  Your branding will be front & center at every open house and included on the Smartphone Visitor Registration page, Flyers, Welcome to the Open emails and more.  Offered at a volume discount starting with a 5 Agent Subscription.

CLICK HERE for more Information.

Co-Branded Flyers

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Our Co-Branded QRCODE / TEXT Flyers work with our Agent Coop Service and with the Branded Subscriptions service.  Using the same simple interface as our regular Flyers, Agents can create these flyers with just a couple clicks.  Display them at the Open House for Visitor's to Register on their Smartphones and your branding is there front and center.

Branded Communications

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Our Branded Subscription services also includes its own branded communications.  Starting with the 'Welcome to the Open House' email, Visitors will be shown your Contact Info and branding alongside the partner Agent the minute they register at an Open House.  Visitor details are also sent not only to the Open Hosting Agent 'Live' as they happen but also to the Branded Account Owner.  Leads can also be sent to a CRM as well.

The Team Portal

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From the minute you signup, Onboarding and Managing your Team is a breeze with our Team Management Portal. Easily change or edit Agent info with just a click or two.  You can even generate Open House QRCODE / TEXT Flyers for Agents with just a couple clicks!

Add & Change Agent Settings

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Easily Add & Change pretty much any Agent setting from the Portal Details page.  The agent details are right at your fingertips here to allow for easy editing of a Member's Contact Info, CRM tags, Disclaimer or Disclosure and more.

Agent Questions & Settings

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Review, change & add settings for Agent Team Members with just a click or two.  Add the Team Leader's email address as a secondary notification address to be copied on all Visitor Sign-In details.

Add & Remove Agents / Team Members

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You can add members in many different ways, here is the ADD Agent page showing the form where you can add an existing user (if they already have an Open House Wizard account) or add their details if they are new. 

Members will receive a welcome email with a link to the login page.

Import Members in Bulk or by a Link

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You can also add members in very powerful ways, even in bulk by importing a CSV of all of your Team Members.  You can also distribute a 'Signup Link' to your Team where they can sign up themselves using the link.

View Team Member Leads

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Instantly View ALL of your Team Member's Leads from Open Houses or from the Website.  A great tool to keep track of what's going on.  Team members must click an 'allow Team Leader to View leads' setting in their account.

Got Questions?