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Virtual Showing Checklist

Checklist for Virtual Showings

In this new environment, virtual showings are a necessity.  Here is a great checklist for completely virtual showings.  You can also download the pdf here: Virtual Showing Checklist

Prepping the Tech

◻ Schedule appointment, sending ​Zoom link to buyer, seller and the other agent ▪ Choose a unique, private meeting ID to eliminate the possibility of hacking

◻ Assure all parties involved have Zoom (or other video conferencing app)

◻ Assure seller has smart phone with camera or an iPad

◻ Clean up agent desktop and visible background

Prepping the Seller

◻ Conduct pre-showing meeting with seller to familiarize with Zoom and the video process. (Seller to hold device horizontally.)

◻ Have the seller prep home as they would for any other showing – no clutter, beds made, lights on, no dishes in the sink, etc.

◻ Discuss with seller that seller is not to talk, just tour through the property.

  1. ▪ Seller is NOT to try to “sell” the house, just put a spotlight on it.

  2. ▪ Remind the seller that you are keeping them safe! that this is why they have YOU their REALTOR® and that you will still filter questions, and all communications from buyers’ agents.

◻ Do a pre-showing test run

  1. ▪ Start outside

  2. ▪ Have the seller hold their device in landscape mode

  3. ▪ Guide the seller through the tour just as a buyer would

  4. ▪ Remind the seller to stay quiet – Mute them if necessary

Prepping the Buyers Agent

o Pre-meeting with buyers agent to make sure they understand how the process will work.

o Make sure buyers agent understands apps to work out any kinks with the buyer before the showing.

The Showing – Getting Set Up

◻ Put notifications on Do Not Disturb

◻ Launch Zoom meeting

◻ Confirm all parties are on meeting

◻ Make sure listing agent is HOST

◻ Make sure seller is using smartphone

◻ Advise everyone to use speaker view, NOT gallery view

◻ Host (i.e., listing agent) needs to go to seller’s video, click the three little dots and click the “​SPOTLIGHT VIDEO.​”

The Actual Showing

◻ Start outside so that the buyer can see the street, neighborhood and exterior of the home.

◻ Walk in as the buyer would walk in the home.

◻ Narrate the tour, but don’t over-narrate.

◻ Be sure to have seller open closets, cabinets, bathroom, storage spaces, garages etc. Include things that aren’t typically shown in marketing photos.

◻ Allow the buyer to direct or look at something again if necessary.

◻ Ask buyer if they feel they have seen what they need to see.

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