Learn how to generate and print the follow-up report.
This article covers:
About the follow-up report
The follow-up report is a summary of inspection and open home feedback collected over time for a specific property. It includes a breakdown of the enquiry type, contact name, enquiry count, interest level, contact details, and the enquiry itself.
Purpose of the report
This report helps property managers and owners:
- Track visitor engagement over time
- Understand buyer sentiment and preferences
- Identify recurring feedback themes
- Follow up with interested parties
Generate the report
Navigate to the property where you want to generate the report.
- Go to: The property card
- Click the Owner Feedback tab
- Click Owner Feedback
- Select the desired date range
- Click Follow-up Report
Each row in the report represents a visitor interaction during an open home or inspection. The columns typically indicate the following:
- Date - The date the visitor attended an open home
- Interest level - Indicates how keen the visitor was (e.g., Cold, Warm, or Undefined)
- Feedback - Notes from the visitor or agent about their impressions or requirements
- Check-in Type - This can be manual, kiosk, or app-based, depending on the visitor's registration method
If a number appears next to a visitor's name, it indicates that the visitor has attended the open home multiple times or has had a query.
- Click the number next to the visitor's name
- Review the enquiry or interaction
Print the report
To print the follow-up report:
- Go to: The property card
- Click the Owner Feedback tab
- Click Owner Feedback
- Select the desired date range
- Click Follow-up Report
- Scroll to the end of the report
- Click Print
The screen will refresh, where you can print or save it as a PDF using your browser's print options.
What's next?
Learn to use MRI Vault’s source of enquiry to identify how clients found you, refine contact searches and enhance owner feedback reporting.