Use this template after a home tour to preserve the details your buyer may need later. Start with their priorities, separate observations from claims, and finish with unanswered questions. Each step includes a filled fictional example beside the blank prompts. The examples are invented to teach the format, not drawn from a listing, customer report, or completed AI trial.
Property: ____________________ Visit date and time: ____________________
Prepared by: ____________________
Buyer priorities discussed for this visit: ____________________
2. Write a short recap
In two or three sentences, describe the most relevant trade-offs for this buyer. Avoid repeating the listing description. If a priority was not assessed, say so.
What stood out: ____________________
Main trade-off: ____________________
Not assessed during this visit: ____________________
3. Separate what you know
Use these four prompts to avoid turning an impression or someone else’s statement into an established fact.
Observed during our visit: ____________________
Buyer reaction or preference: ____________________
Reported by someone else — identify who: ____________________
Not yet verified / evidence needed: ____________________
4. Keep room notes relevant
For each useful space, record the room name, an observation, and the related photo or note reference. Leave out repetitive descriptions that do not help the buyer compare homes.
Space / observation / evidence reference: ____________________
Concern or limitation of the observation: ____________________
5. Agree the next steps
Turn uncertainty into a specific question rather than a confident conclusion.
Question: ____________________
Who will follow up: ____________________
When to revisit it: ____________________
Agent review completed: ____________________
How to use this showing template
Complete it while the visit is fresh, review it for accuracy, and share the relevant recap with your buyer. Bring it back when comparing the shortlist. This is a visit record, not a home inspection, valuation, or verification of a property’s condition.