Software for real estate agents: showings, buyer agreements and follow-up

Since August 2024, a buyer's agent needs a signed agreement before the first tour, so the paperwork starts earlier than it used to. The rest of the job is coordination: confirming Saturday's showings, following up with open house visitors, sending a listing presentation and knowing whether the seller read it. Your brokerage's transaction system and the MLS stay where they are. SoloWOS covers what happens before and around them.

From the first call to a buyer under contract

1. A buyer finds you through your Link in Bio page and books a 30-minute buyer consultation, by video or at your office. The booking asks up to 10 questions: price range, pre-approval status, areas, timeline.
2. At the consultation you walk through the written buyer agreement your brokerage uses. You send that PDF through E-Signatures with every buyer as a signer, so it's signed before the first tour, in person or live virtual.
3. Each listing you show gets its own meeting type: 30-minute showings with the address in the confirmation, 30 minutes of buffer to drive to the next one and 3 hours' minimum notice (example settings).
4. At your open house, a QR code on the sign-in table opens a form: name, email, whether they already have an agent. Each response lands in your contacts as a lead.
5. The buyer moves across your pipeline from Lead to In conversation to Won. An automation sends each open house visitor a thank-you with your booking link an hour later.
6. Once you're under contract, the transaction moves to your brokerage's system. Your commission is normally paid to your brokerage at closing, so you won't invoice it from SoloWOS.

A typical week

• Monday: you share the listing presentation for a 3-bedroom ranch as a tracked PDF. The sellers open it twice and spend the longest on the pricing page.
• Tuesday: two buyer consultations booked from your website. Both buyer agreements are signed before Thursday's tours.
• Thursday: five showings across two listings, booked with buffers between them. One buyer reschedules from the email link and the slot frees up.
• Saturday: open house, 14 sign-ins from the QR code. Each visitor gets your thank-you email with a link to book a consultation.
• Sunday: your pipeline shows three buyers touring and one about to write an offer. You record a 4-minute walkthrough of the comps for a buyer who's out of town.

All 13 tools, one by one

How an independent agent uses each tool:

• Link in Bio: A page with your active listings (each linking to its MLS or brokerage page), your buyer consultation booking and an email signup for new-listing alerts you send yourself.
• Short Links: A short link with a QR code on each yard sign rider and open house flyer. You see scans per listing, and when a home goes under contract you point the sign's link at your next listing.
• Forms: The open house sign-in and a buyer questionnaire with price range, pre-approval and must-haves. A conditional question asks for the lender's name only if they say they're pre-approved.
• Scheduling: One meeting type per listing with the address as the location and a buffer for driving, plus a buyer consultation type. On Team, a team meeting type gives each new consultation to whichever agent is free.
• Proposals: Your listing presentation as a proposal for sellers still deciding: your marketing plan, photography, open houses and your fee, accepted online before the listing agreement your brokerage requires.
• E-Signatures: The written buyer agreement and other PDFs your broker allows you to send this way, with every buyer signing in order and a certificate with the audit trail. Offers and contracts usually stay in your brokerage's forms system.
• Document Tracking: The listing presentation, a CMA or a disclosure packet as a tracked PDF: you see who opened it and, when they allow it, roughly how long each page stayed on screen. Add a watermark with the viewer's email.
• Screen Recording: A 5-minute screen walkthrough of comps, a floor plan or the photos for a buyer relocating from another state, with comments at the second they have a question.
• Notes & Boards: A board with each deal in its stage and a page per listing with what's missing: HOA documents, survey, repair receipts, the lockbox location (keep codes in a password manager).
• Time Tracking: Barely applies when you're paid by commission. Useful if you also sell paid consultations or broker price opinions and want to see the hours each one took.
• Invoicing: Not for your commission, which goes through your brokerage. Use it only for fees your broker lets you bill directly, such as a paid relocation consultation, and check with your broker first.
• Expenses: Listing photography, staging, signs, open house supplies, MLS dues and mileage, each with its receipt and assigned to a listing, to see what each deal cost you.
• Automations: When someone fills out the open house form, email them your booking link an hour later; when a buyer agreement is fully signed, add a "Schedule first tours" task to your board.

Buyer agreements after the NAR settlement

• Since August 17, 2024, NAR's MLS policy requires an MLS participant working with a buyer to have a written agreement with that buyer before touring a home, including a live virtual tour. Talking to a buyer at an open house or about your services doesn't trigger it.
• The agreement must state the amount or rate of your compensation, or how it will be determined, in a way that is objectively ascertainable and not open-ended, and include a conspicuous statement that broker fees and commissions are fully negotiable and not set by law.
• Offers of compensation to buyer brokers can no longer appear on the MLS. If a state requires a written agreement earlier, state law controls; use the form your brokerage and state association provide.
• Your state real estate commission licenses you, and your brokerage sets what you can send and sign outside its systems. Fair housing applies to agents too: HUD lists race, color, national origin, religion, sex, familial status and disability as protected under the Fair Housing Act.

This is general information, not legal advice. Rules vary by state; check yours with a lawyer or your licensing board.

SoloWOS or Follow Up Boss: which fits

Choose Follow Up Boss or dotloop if:

• You work leads from portals all day and need calling, texting and lead routing in a real estate CRM (Follow Up Boss).
• Your brokerage runs transactions in dotloop, or you need offers, contracts and compliance review in one transaction file.

Choose SoloWOS if:

• Your brokerage gives you the transaction system, and you're missing a showing scheduler, an open house sign-in, tracked listing presentations and e-signatures for the buyer agreement.
• You want those tools for $15/month for the whole account, not per user.

Prices and features checked on October 23, 2026 on each company's site.

Start with these three

Scheduling with a buyer consultation and one meeting type for your busiest listing, E-Signatures for the buyer agreement, and Forms for the open house sign-in. Document Tracking comes next, for your listing presentation.

Free tools that help

• QR code generator for yard signs and open house flyers.
• Sales pipeline calculator to see how many consultations it takes to close next quarter's deals.
• Mileage deduction calculator for showings and listing appointments.
• Self-employment tax calculator if you're paid as a 1099 independent contractor.

What SoloWOS won't do for a real estate agent

• No MLS access, IDX listings, property search or portal lead import.
• No transaction management, offer forms or broker compliance review. Use your brokerage's system.
• No calls or text messages. Showing reminders go by email.
• No commission invoicing or splits; commissions are paid through your brokerage.
• SoloWOS doesn't file taxes, issue 1099s or collect sales tax for you. Invoicing sends the invoice with a pay link (card through your Stripe account) and your other payment details; your accountant or tax software handles the rest.