Open House Registration Agent

A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.

The work it handles

Manages viewing registrations, confirms attendance and keeps the list current so the agent knows exactly who's walking through the door — continuously, in your systems, in your tone.

In real estate, manages viewing registrations, confirms attendance and keeps the list current so the agent knows exactly who's walking through the door — but doing it manually does not scale. Open House Registration is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.

How it works

Open House Registration connects to Viewings, Registration, Funda and your ops & reporting stack. It reads your rules, brand voice and live data — then manages viewing registrations, confirms attendance and keeps the list current so the agent knows exactly who's walking through the door. Exceptions land with your team; everything else runs without another dashboard to check.

1. Application received — Viewings · intake complete
2. Validate requirements — Registration · checks run
3. Configure account — Access · pricing · setup
4. Welcome & next steps — Sequence triggered · owner assigned

What it can deliver

• Viewings
• Registration
• Configured accounts
• Status tracking

Potential integrations

Viewings · Registration · Funda · Salesforce · Exact Online · Shopify

Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.

Ownership and operation

Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.

Related workflows