Product › Sales pipeline › Site visits
Schedule once. Your agent is notified instantly.
Plan buyer viewings and pre-listing owner visits on the web; agents receive them on mobile, confirm with one tap, and feedback flows back to the record.
Site visits: what you get
- Buyer site visits. Scheduled, confirmed, completed, cancelled or no-show — with visitor, property and agent linked.
- Pre-listing visits. Visit an owner's property before listing it, record findings and complete the visit in the app.
- Physical meetings. Log in-person meetings against the lead.
- QR check-in & feedback. Visitors check in on arrival and feedback is captured after the visit.
- Convert from lead. Turn a lead into a scheduled visit in one step.
- Push & deep links. Agents get a push that opens the visit directly.
How it works
- Pick property, client and agent, then a time.
- The agent is notified and confirms.
- The visit happens; check in and capture feedback.
- Follow-up is suggested automatically.
Where Realto AI helps
- Post-visit follow-up suggestions with a drafted message.
- Automation can send a thank-you and feedback request after completion.
For your agents
Visits are a main tab in the agent app: confirm, navigate, call the client and complete the visit. Explore the Realto agent app.
Plan availability: Part of the CRM module — included in every plan, including Free.