First impressions matter — especially during an open house. The Open House Checklist Touchpoint is designed to proactively support your sellers at the moment they need it most, giving them a clear, organized guide to prepare their home for showings.

BrokerBlocks automatically generates a Next Best Action (NBA) for this touchpoint when it detects that open house preparation is needed — so you don't have to manually decide when or who to send it to. Your role is to review and fine-tune the checklist in advance. When the timing is right, BrokerBlocks triggers it automatically.

🧭 Getting Started

To review or customize the Open House Checklist:

Go to Explore in the main app
Navigate to Client Phase → Seller → Open House Checklist
Click Explore to open the touchpoint

From here you can preview the checklist, confirm branding, and refine the content that will be sent when the NBA is triggered.

🧾 The Default Checklist

The Open House Checklist comes preloaded with proven preparation steps to help every showing make a strong impression:

🧹 Declutter
🖼️ Depersonalize
✨ Deep Clean and Shine
🌳 Enhance Curb Appeal
👩‍💼 Realtor® Responsibilities

These essentials help ensure the home feels welcoming, polished, and ready to impress potential buyers.

✏️ Customize the Checklist

When customizing the Touchpoint, tailor the checklist to match your process and your client's specific situation:

Add or remove checklist items
Update the Street Address to match your featured property
Save your version as the new default for future use
Reset anytime to return to the recommended content

Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"