Checklists
Checklist:before a property viewing
A good viewing starts a day before the meeting. A short checklist of what to do the day before, two hours before, at the property and afterwards, so the client remembers the property and not your rush.
2 min read· September 25, 2026
A viewing is the moment the client first sees the property with their own eyes. Preparation decides whether they think about the layout and the light, or about the broker being late and unable to find the keys. Save this checklist and go through it before every viewing.
24hto confirm the meeting
15minarrive before the client
2hto send the follow-up
The day before
- Confirm the time and address with the client and with the owner or tenant.
- Find out who is coming on the client's side: everyone who makes the decision should be at the viewing.
- Collect the keys or arrange access.
- Reread the property card: area, floor, parking, what stays with the sale.
- Prepare two or three backup properties in case this one does not fit.
Two hours before
- Send the client a short message: the time, a map pin, where to park and how to find you.
- Check the route and traffic, and allow extra time.
- Charge your phone and take business cards and a printout of the property card.
At the property
- Arrive 15 minutes early: open the curtains, turn on the lights and the air conditioning.
- Walk through the property yourself and note anything that may raise questions.
- Start the viewing with the strongest feature — the view, the garden or the living room.
- Ask more than you tell: what they like, what bothers them.
- Do not promise anything that is not in the property documents.
After the viewing
- Within two hours, send the client a short summary: what you saw, what they liked, the next step.
- Enter the feedback in the CRM — word for word, in the client's own words.
- Let the owner know how the viewing went.
- Return the keys the same day.
Common mistakes
- Too many properties in one trip. After the fourth viewing the client stops telling apartments apart. Three is the sweet spot.
- A monologue instead of a conversation. If you talk the whole time, you will never learn what really matters to the client.
- Silence after the viewing. A client who does not hear from you the same day often goes to whoever did write.
Go through this checklist a couple of times and it becomes a habit. In a month you will do all of this automatically, and clients will notice the difference.
