Listing Worksheet Layout
The Listing Worksheet
The Listing Worksheet is the main driver for showings. Without basic showing instructions, showings cannot take place. When a listing worksheet has been properly configured it requires minimal updates and provides a solid basis for how showings will take place.
Allow Showing Agents to Request Appts Online?
This switch controls any & all forms of online scheduling, including appointment scheduling through the MLS and any 3rd party integrations.
Appointment Type
- Appointment Required
Permission must be obtained from ANY of the designated listing contacts (Owner(s)/ Occupant(s)/ Listing Agent(s)) before the appointment request can be confirmed. Typically used for occupied homes. - Courtesy Call or Go and Show
Appointment requests are documented and immediately confirmed. Typically used for vacant homes on lockbox. - View Instructions Only
The showing agent will immediately see any notes provided by the listing agent. The showing agent will not be given a calendar to select an appointment date & time.
Note: The ability to switch between feedback templates is available in select markets.
Is this an agent Accompanied Showing? This switch controls whether or not agents have an opportunity to confirm or decline appointments prior to an owner or occupant.
Note: Accompanied Showings is an optional feature. This setting may not appear on your Listing Worksheet.
In some markets, the ability to add owners or occupants may not exist.
You will be provided with information on the steps you can take when you hover over disabled buttons.
You will be provided with information on the steps you can take when you hover over disabled buttons.
From the Listing Worksheet, you can choose to share the Showing Agent details with all of the contacts on the listing. You will have four options to display or hide this information.
- No, do not share
- Yes, share agent's company only
- Yes, share agent's name and company
- Yes, share all agent contact details
No information will be visible to the listing contacts. They will be shown a message telling them to contact the listing agent for more details.
Only the showing agent's company information will be visible to the listing contacts.
The showing agent's name and company will be shared with the listing contacts.
The showing agent's phone number, email address, name and company information will be visible to the listing contacts.
Buttons
A quick explanation of how contacts will be handled with the current configuration
Advanced notifications alert selected listing contacts when an appointment request is in danger of being missed, declined, or canceled.
This button allows you to add a Co-Listing Agent to your listing. Agents will only be available if they are located in the same office.
This button (when available) allows you to add a seller or tenant to the listing.
Can Confirm Appts By
This section allows you to configure any contacts method of notification when appointments are scheduled. This option is only available when the appointment type Appointment Required is selected.
Notify of Confirmed/Cancelled Appts By
This section allows you to configure any contacts method of notification when appointments have been confirmed or canceled.
Related Page: Listing Worksheet > Contact Methods & Management
Advanced Notice
No Same-Day Appointments:
Appointments cannot be scheduled on the same day. This is the ideal solution for tenant occupied listings or for instances where there needs to be previous day notice for appointments.
Appointments cannot be scheduled on the same day. This is the ideal solution for tenant occupied listings or for instances where there needs to be previous day notice for appointments.
Lead Time:
Required is a lead time that will prevent appointments from being scheduled if the requested appointment falls within that lead time.
Suggested is a lead time that will allow appointments to be scheduled. Agents that schedule will be notified that the owner or occupant prefers the time set but it will not inhibit appointments from being requested if the requested time falls within that lead time.
Maximum Appointment LengthRequired is a lead time that will prevent appointments from being scheduled if the requested appointment falls within that lead time.
Suggested is a lead time that will allow appointments to be scheduled. Agents that schedule will be notified that the owner or occupant prefers the time set but it will not inhibit appointments from being requested if the requested time falls within that lead time.
Maximum Appointment Window that you would like agents to schedule. Please be aware that if the option has been set to None, agents will be open to schedule appointments which may seem abnormally long as agents view the length of the appointments in two ways, as a time frame for a showing or as an appointment arrival window.
Allow Overlapping Appointments
You have 3 options to choose from:
- Yes, No need to inform the showing agents
- Yes, Please tell the showing agent ahead of time
- No, exclusive showings only
Please go to the section below for more information.
Related Page: Listing Worksheet > Showing Restrictions
Access & Alarm information will only be provided to agents when an appointment has been confirmed or if the appointment type has been set to View Instructions Only.
Lockbox and Access DetailsAccess information will only be provided to agents when an appointment has been confirmed. Options populated are specific to the access type selected.
Related Page: Listing Worksheet > Access Types
Alarm Details
Related Page: 3rd Party Integration
Additional Instructions
Any notes that you would like provided to the showing agent "after" the appointment has been confirmed or provided automatically if the appointment type View Instructions Only has been selected.
Add From Predefined Notes
A selection of commonly used notes, ranging from notes about showing restrictions, appointment windows or notice and notes associated with pets, access information, or general listing information. Notes can easily be added by selecting the checkbox next to the note. Once all needed notes have been toggled click on Add to populate the notes to that desired section.
Driving Directions
This section is useful to add directions to the property. A starting point from a well-known highway or point-of-interest is best.
Related Page: 3rd Party Integration
- Alarm Disarm Code
The code needed to disarm the alarm system. Even if the disarm code is the same as the arm code please add it here. - Alarm Arm Code
The code needed to arm the alarm system. Even if the arm code is the same as the disarm code please add it here. If no code has been added agents will assume that they don't need to rearm the alarm system when leaving. - Alarm Passcode
The verbal code needed in-case of accidental alarm tripping. - Alarm Notes
Usually used for location of the Alarm or any specific instructions pertaining to the alarm system.
Additional Instructions
Any notes that you would like provided to the showing agent "after" the appointment has been confirmed or provided automatically if the appointment type View Instructions Only has been selected.
Add From Predefined Notes
A selection of commonly used notes, ranging from notes about showing restrictions, appointment windows or notice and notes associated with pets, access information, or general listing information. Notes can easily be added by selecting the checkbox next to the note. Once all needed notes have been toggled click on Add to populate the notes to that desired section.
Driving Directions
This section is useful to add directions to the property. A starting point from a well-known highway or point-of-interest is best.
