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Open House Preparation Checklist
A professional checklist to get the house, the table, and the financing resources ready before the first visitor walks in.
Open House Resource Center for Michigan Realtors
Host Better Open Houses With Smarter Buyer Financing Resources
A complete, downloadable toolkit of educational flyers, checklists, follow-up templates, a visitor QR page, and a co-branded flyer you can prepare with approved branding. Preview every file, download what you need, or take the full ZIP.
Shane Thomas, Senior Loan Officer | Ease Mortgage, NMLS #444451. Company NMLS #2273319. Last reviewed November 10, 2026.
NMLS #444451
These resources are free. They are not conditioned on referring any business to Shane. All downloads on this page are free and ungated. There is no email gate and no live lead-capture form.
Need a Financing Partner for Your Next Open House? Let’s Talk.
Call or email to plan financing resources for your next open house. There is no online booking link on this page. This is a consultation, not a preapproval, an approval, or a quote.
Resource gallery
Each card shows the first page of the actual file. Use Preview to open an accessible lightbox, or download the PDF and, where noted, an editable Word file.
PDF
Buyer Financing Conversation Guide
Agent-facing language for opening the financing topic, questions to ask, and what not to say on the floor.
PDF
Common First-Time Buyer Mortgage Questions
A buyer-facing FAQ you can hand out or leave on the table, with links to Shane’s educational pages.
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You May Not Need 20% Down
A printable educational flyer with qualifying language and no advertised down-payment trigger terms.
PDF
Seller Concessions Education Sheet
A short summary of seller credits versus price cuts, program limits, and a link to the full guide.
PDF
Buyer Monthly-Payment Planning Guide
PITI explained, a Michigan tax-uncapping reminder, and a blank worksheet the buyer fills in by hand.
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Open House Follow-Up Message Templates
Consent-based email and text templates for thank-you notes, resource shares, and next steps.
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Co-Branded Educational Flyer
An editable educational flyer for agent and lender names — no property-specific rates or payments.
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Open House Visitor QR Card
A printable QR card that sends visitors to a mobile financing resource page.
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Realtor and Lender Open-House Planning Checklist
A shared timeline and role list for the weeks before, the day of, and the follow-up after an open house.
Open house sign-in sheet
There is no live web lead-capture form on this site, and no third-party form, CRM, or analytics connection. Use this printable template instead. The header discloses who is collecting information (the listing agent and brokerage you fill in, and Shane only if the visitor separately opts in), the purpose, and how it will be used. Consent boxes start unchecked and are separate: (a) agent follow-up and (b) optional financing information from Shane Thomas, Ease Mortgage, including text-message consent language. Fields are limited to name, email, phone, and whether the visitor is already working with an agent. Do not add sensitive financial information.
If you later want a digital sign-in tool, it must show the same disclosures. Shane will need to approve any such system before it is connected. This template is provided for compliance and TCPA review before you use it in the field.
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Open House Sign-In Sheet
A printable sign-in template with separate, unchecked consent boxes for agent follow-up and optional financing information from Shane.
Follow-up message templates
Copy a template and replace the items in [brackets]. Use them only with visitors who consented, and only on the channel they checked. Texts include “Reply STOP to opt out.” Do not insert rates or payments.
Text: thank you
Hi [Visitor First Name], this is [Agent Name] with [Brokerage Name]. Thank you for visiting [Property Address] on [Date]. If you would like to schedule another look or have questions about the home, you can reply to this text. Reply STOP to opt out. Msg & data rates may apply.
Text: resource share
Hi [Visitor First Name], [Agent Name] with [Brokerage Name]. Here is the educational financing page you asked for: https://shaneyourmortgageguy.com/homebuyers/open-house/ This is not a rate quote or a preapproval. Reply STOP to opt out. Msg & data rates may apply.
Email: thank you
Subject: Thank you for visiting [Property Address] Hello [Visitor First Name], Thank you for coming to the open house at [Property Address] on [Date]. I hope the visit was useful. If you would like more information about the property or to schedule another walk-through, just reply to this email. If you asked for educational financing resources, I am sharing a link to a buyer page with guides and a way to reach Shane Thomas, Senior Loan Officer | Ease Mortgage, NMLS #444451: https://shaneyourmortgageguy.com/homebuyers/open-house/ This email is being sent by [Agent Name], [Brokerage Name], [Brokerage Address]. If you no longer wish to receive emails from me, reply with “unsubscribe” or use [unsubscribe instructions]. Sincerely, [Agent Name] [Brokerage Name] [Agent Phone] · [Agent Email]
Co-branded educational flyer
Add approved Realtor branding and print or save a PDF in your browser. Images never leave this device. The flyer must not include property-specific rates or payments. Brokerage identification is required when you use agent branding, consistent with MCL 339.2512e. Ease Mortgage marketing approval may also be required before you use the finished piece.
Want a payment illustration for a listing?
This editor cannot add rate or payment fields. A property-specific payment illustration requires current verified terms from Shane and compliant advertising review. Call to talk through a compliant handout.
Need a Financing Partner for Your Next Open House? Let’s Talk.
Print preview
Educational financing resources for this open house
Many buyers put down less than 20%. Some loan programs allow lower down payments, and some eligible VA and USDA buyers may finance without a down payment.
Qualifying language. Not all buyers qualify. Eligibility is subject to credit, property, occupancy, and program guidelines, including lender overlays. Mortgage insurance may apply. Terms are subject to change. This flyer is educational and is not a commitment to lend, a preapproval, an approval, a rate quote, or a Loan Estimate.
Shane Thomas
Senior Loan Officer | Ease Mortgage · NMLS #444451 · Company NMLS #2273319
586-260-2289 · [email protected]
These resources are free. They are not conditioned on referring any business to Shane.
RESPA and co-marketing
Co-marketing and shared costs must follow RESPA Section 8 and your brokerage and lender policies. Regulation X, 12 CFR 1024.14, prohibits giving or accepting a fee, kickback, or other thing of value as part of an agreement to refer settlement-service business on a federally related mortgage loan. Normal promotional and educational activities that are not conditioned on referrals, and that do not defray expenses a referral source would otherwise incur, are addressed in 12 CFR 1024.14(g)(1)(vi). If you share the cost of a flyer or an advertisement, each party should pay a proportionate share of the actual cost. This note is educational, not legal advice.
Related Realtor guides
Questions
Are these resources free? Do I have to send referrals to Shane to use them?
Yes, they are free, and no. These resources are not conditioned on referring any business to Shane. You may use the educational materials with your own clients and your own preferred lenders, subject to brokerage policy and applicable law.
Can I put my name and logo on the co-branded flyer?
Yes, if you have permission to use the name, logo, and photo, and your brokerage approves the co-branded material. Ease Mortgage marketing approval may also be required. When agent branding is used, Michigan advertising rules generally require the employing broker’s licensed business name and the broker’s telephone number or street address, with the brokerage name in equal or greater type size (MCL 339.2512e). The in-browser editor will not add rate or payment fields.
Is there an online sign-in form on this site?
No. There is no live web lead-capture form here. Use the printable sign-in sheet, which discloses who collects the information, why, and has separate, unchecked opt-ins for agent follow-up and optional financing information from Shane. Any digital sign-in tool must show the same disclosures and would need Shane’s approval before it is connected.
Can the co-branded flyer include a payment or rate for my listing?
No. The editor cannot add rate or payment fields. A property-specific payment illustration requires current verified terms from Shane and compliant advertising review.
Why does the QR code say staging?
This site is a private preview. The QR code encodes the staging visitor-page URL. Before a public launch on shaneyourmortgageguy.com, the codes must be regenerated with the live domain.
Sources
Last reviewed November 10, 2026. Confirm current language with the linked source, your brokerage, and counsel where needed.
- 12 CFR 1026.24: Advertising (Regulation Z, including triggering terms)
- Official interpretation of 12 CFR 1026.24(d) (CFPB Regulation Z commentary)
- 12 CFR 1024.14: Prohibition against kickbacks and unearned fees (Regulation X / RESPA Section 8)
- CFPB: Real Estate Settlement Procedures Act (RESPA) compliance resources
- MCL 339.2512e: Michigan real estate advertising; brokerage name and contact
- LARA Bureau of Professional Licensing: Michigan real estate advertising guidance (type size, January 1, 2018)
- Fannie Mae Selling Guide B3-4.1-02: Interested party contributions (IPCs)
- HUD Handbook 4000.1: FHA Single Family Housing Policy Handbook — interested-party contributions
- VA Lender’s Handbook (VA Pamphlet 26-7), Chapter 8: Borrower fees and seller concessions
- 7 CFR 3555.102(h): USDA guaranteed loan restrictions — seller concessions
- Michigan Treasury: Changes in ownership and uncapping of property
- Michigan State Tax Commission: Transfer of Ownership Guidelines (uncapping)
- Michigan Treasury: Principal Residence Exemption
- CAN-SPAM Act: FTC compliance guide for businesses
- FCC: Telephone Consumer Protection Act (TCPA) consumer guide
- NMLS Consumer Access
- Seller concessions vs. price reductions (this site)
- First-time buyer roadmap (this site)
- Mortgage calculators (this site)
- Get preapproved (this site)
Educational resource for Michigan Realtors; not a loan offer, rate quote, rate lock, Loan Estimate, preapproval, approval, or commitment to lend, and not tax, legal, or advertising advice for a specific campaign. Shane Thomas, Senior Loan Officer | Ease Mortgage, NMLS #444451 (nmlsconsumeraccess.org). Ease Mortgage, NMLS #2273319, 1050 Wilshire Dr, Suite 300, Troy, MI 48084. Licensed in Michigan and Indiana. Equal Housing Opportunity.
Need a Financing Partner for Your Next Open House? Let’s Talk.
Call or email to plan financing resources for your next open house. There is no online booking link on this page. This is a consultation, not a preapproval, an approval, or a quote.