Scenarios/Real Estate Agent

Real Estate Agent

Digital Open House Sign-In Sheet

Replace the paper clipboard with a form that captures leads and shows buyer intent.

Free tierUpdated March 2026

The situation

You host open houses most weekends and currently use a paper sign-in sheet on a clipboard by the door. Half the handwriting is illegible, you lose sheets between showings, and you have no way to quickly see which visitors are serious buyers versus casual browsers. You want a digital sign-in that captures clean contact info and buying intent, with a dashboard you can glance at after the open house.

What they said

I need a digital sign-in sheet for my open houses

What the agent builds

1Form

Create a sign-in form with contact details and buying intent fields. The form collects name, email, phone, whether they are currently renting, their buying timeline, and pre-approval status.

POST /api/forms
{
  "name": "Open House Sign-In",
  "fields": [
    { "name": "name", "label": "Full Name", "type": "text", "required": true },
    { "name": "email", "label": "Email Address", "type": "email", "required": true },
    { "name": "phone", "label": "Phone Number", "type": "tel", "required": true },
    { "name": "currently_renting", "label": "Currently Renting?", "type": "checkbox" },
    {
      "name": "buying_timeline",
      "label": "Buying Timeline",
      "type": "select",
      "required": true,
      "options": ["Just Looking", "3-6 Months", "Ready Now"]
    },
    { "name": "pre_approved", "label": "Pre-Approved for Mortgage?", "type": "checkbox" }
  ],
  "successMessage": "Thanks for stopping by! We'll follow up within 24 hours.",
  "submitLabel": "Sign In"
}

Sign-in form created. Returns formId, hostedFormUrl for tablet display at the door, and submitUrl for custom integrations.

2Dashboard

Create a dashboard with a visitor count, a pie chart breaking down buying timelines, and a table of all leads sorted newest first.

POST /api/dashboards
{
  "title": "Open House Leads",
  "formId": "FORM_ID",
  "dsl": {
    "version": 1,
    "widgets": [
      { "type": "metric_card", "title": "Total Visitors", "value": "count(*)" },
      { "type": "pie_chart", "title": "Buying Timeline", "groupBy": "buying_timeline" },
      {
        "type": "data_table",
        "title": "All Leads",
        "columns": ["name", "email", "phone", "buying_timeline", "pre_approved", "currently_renting"],
        "sort": "newest",
        "limit": 50
      }
    ]
  }
}

Dashboard created with three widgets: a total visitor count, a pie chart showing the split between Just Looking / 3-6 Months / Ready Now, and a full lead table sorted by most recent sign-in.

What you get

  • Digital sign-in form with contact info and buying intent fields
  • Dashboard with visitor count, buying timeline pie chart, and lead table
  • Hosted form URL ready to open on a tablet at the door

Why this works

A paper clipboard gives you scribbled names you can barely read. This gives you clean structured data in seconds. Pull up the hosted form on a tablet, set it by the front door, and every visitor taps through in 15 seconds. After the open house, open the dashboard to see how many visitors came, how many are ready to buy, and who is pre-approved. No CRM subscription needed for a weekend open house. An agent could set this up end-to-end — create the sign-in form, configure the dashboard, and generate QR code instructions — in a single conversation.

FAQ

Can I put a QR code at the door instead of a tablet?

Yes. Every form gets a hosted URL at /f/{formId}. Print that URL as a QR code on a small sign. Visitors scan with their phone and fill out the form. Works well as a backup alongside a tablet.

I have multiple listings -- do I need separate forms?

You can use one form across all open houses, or create a separate form per listing to keep leads organized. On the Free tier you get 10 projects (forms + pages + dashboards combined), so you can run several listings at once.

How do I follow up with the leads afterward?

Open the dashboard after the event and use the data table to see every lead with their email, phone, and buying timeline. You can also export submissions via the API (GET /api/forms/{formId}/submissions) to pull them into your email tool or CRM.

What is Sutrena?

Sutrena is the web runtime for AI agents. Three primitives — pages, forms, and dashboards — accessible through one API. Your agent creates web artifacts, humans interact with them, and your agent gets the data back. Framework-agnostic. Works from any MCP client or HTTP client.

Get started in two API calls

1. Get a trial key (no auth, no signup)

curl -X POST https://sutrena.com/api/trial

2. Create a form + dashboard from a template

curl -X POST https://sutrena.com/api/forms \
  -H "Authorization: Bearer st_trial_xxx" \
  -H "Content-Type: application/json" \
  -d '{"templateId": "waitlist", "createDashboard": true}'

Ready to build?

Tell your AI agent what you need. It handles the rest.

Real Estate Agent: Digital Open House Sign-In -- Sutrena | Sutrena