Checking for a signed buyer agreement before a tour is confirmed
A showing request and a signed agreement live in two systems that do not speak to each other. The request carries a property and a date. The agreement carries a party, a term and sometimes a single address, because a touring agreement written for one property covers that property and no other. So the question is not whether a document exists. It is whether the document in the folder covers this address on this date and has not expired. Envelope status gives you half of that. Reading scope out of the executed copy gives you the rest.
A brokerage runs on dates that were calculated by a person reading a contract, and on leads that arrive in a different shape from every portal.
The listing data is already structured. It lives in the MLS, and since RETS was retired the modern way to reach it is the RESO Web API, which returns OData against the RESO Data Dictionary. Almost nothing else in the transaction is structured. The purchase agreement arrives as a signed PDF that was structured data inside the forms platform ten minutes earlier and got flattened on the way out.
- ShowingTime
- dotloop
- Follow Up Boss
When this is the wrong thing to build
Pick something else if your agents write one broad buyer agreement at the first meeting and never a property specific one, because then a folder check answers the question. The gate also turns into noise at low showing volume, where the coordinator knows every active buyer by name.
The constraint that shapes it
Negotiating, advising on price or terms, and soliciting are licensed activities performed under a supervising broker. More on how this sector works.
Run the rules of the other side first, so the submission does not come back. Read what this shape is, or start from one of these.
- Catching a filing rejection before the clerk does
- Catching the invoice lines an e-billing gate will reject
- Checking that a technician may legally take the call
- Filing a backflow test report the purveyor will accept
- Checking a trial balance against the tax grouping before import
- Catching the rejects a return will come back with
- Do I need a signed buyer agreement before a virtual tour?
- How do I check for a buyer agreement before confirming a showing?
- Does a property specific touring agreement cover other homes?
- What happens if an agent shows a home with no written agreement?
- How long does a buyer touring agreement stay in force?
Back to real estate, or see how this is priced and scoped.