Verify permission and publish only accurate details
Obtain the seller's and brokerage's required authorization for access, photographs, event timing and publication. Confirm the property address, listing status, date, start and end time, hosting contact, parking instructions and whether the session is genuinely broker-only. If a listing changes status or the seller cancels, update all shared channels quickly. A broker preview must not be mislabeled as a public tour to increase traffic.
- Confirm seller and brokerage event approval
- Label attendance requirements clearly on every invitation
- Recheck listing status and date before publication
Prepare a useful professional information package
Visiting agents want facts they can use responsibly: disclosed roof and system ages, insurance considerations, HOA or condo costs, occupancy restrictions, showing procedures and what is included in the sale. Avoid unsupported claims about affordability or future value. Invite questions about the property and record any unanswered items for follow-up with the seller or appropriate specialist. A clear facts sheet is often more effective than vague promotional language.
- Bring authorized property facts and disclosure materials
- List insurance, tax and association questions honestly
- Distinguish verified facts from estimates or seller representations
Follow up with permission and keep data trustworthy
Capture only contact information visitors voluntarily provide with an appropriate communication notice, and honor opt-outs and brokerage policies. A sign-in at a broker event is not automatically consent for unrelated marketing. After the session, send factual updates about the property to agents who requested them, correct errors promptly and remove expired events from directories. Do not represent event attendees as verified buyers or successful leads without evidence.
- Use a permission-aware attendee process
- Record follow-ups without collecting unnecessary client details
- Remove or update expired and canceled event listings
Official information
Terms, loan rules, funding and eligibility can change. These references are for education; always confirm the current written terms with the appropriate agency and lender.
CFPB — Home buying guidance ↗