Everything you need to get the most out of Open House Ally
Setting Up Your Profile
Add your photo, phone number, and branding so your leads recognize you.
Your First Open House — End to End
A complete walkthrough from creating the event to reviewing leads afterward.
Setting Up the Kiosk / Check-In Tablet
Turn any phone or tablet into a self-serve visitor check-in station.
Creating & Editing an Open House
Everything you can configure when setting up an open house event.
Understanding the Open House Summary
What the post-event summary tells you and how to act on it.
Closing & Archiving an Open House
When and how to close an event so your dashboard stays clean.
How Lead Scoring Works
Understand how Hot, Warm, and Cold scores are calculated.
Automated Follow-Up — How It Works
What emails and texts get sent, when, and to whom.
Managing Lead Statuses & Personal Outreach
How to track which leads you've contacted and keep your pipeline moving.
Adding Notes to a Lead
Keep private notes on each lead to remember key details.
Inviting Agents to Your Team
How to add agents to your brokerage or team.
The Follow-Up Report for Team Leads
How to use the Follow-Up Report to coach your agents.
Weekly Summary Emails
Automatic weekly reports sent to team leads and brokerage admins.
Customizing Follow-Up Templates
Write your own follow-up emails so every message sounds like you.
Brokerage Branding
Apply your brokerage colors and logo across the platform.
CRM Webhooks
Push new visitor data to your CRM automatically.
