Property Site-Visit Register & Visit Slips (on-device)

About the Property Site-Visit Register & Visit Slips (on-device)

A register for property agents and brokers that runs in your browser and keeps every client on your own device. Keep your clients — what they are looking for, their budget and areas — and your list of properties, then plan each site visit: the client, the date and time, and the properties you will show. Each visit gets the next slip number and a printable site-visit slip: your agency’s name and registration line, the client’s name and phone, the properties shown, who showed them, who introduced them, a sentence the client signs and two signature lines. On A4 or US Letter the agent’s and the client’s copy print on one page with a cutting line; blank slips are there for walk-ins.

After the visit, note how it went and when to call back. The follow-ups tab lists the week’s calls, overdue ones first, with a WhatsApp or SMS message for one client at a time; the register also shows which properties a client has already seen, and who saw each property and when. In the free preview, slips, visit logs and follow-up lists show as marked page images; a Premium pass unlocks their PDFs, printing and the calendar file.

Common uses

• Property agents and brokers who want each client to sign a slip at every site visit.
• Agencies that keep a log of which client saw which property, when and with whom.
• Agents who lose track of whom to call back after a visit.
• Agents of homes to buy or to rent, offices, shops and plots, in any country.

What the slip records, and what it does not

The slip is a record that the client visited the listed properties on that day, shown by you and introduced by you or your agency, with the client’s signature. It is not a brokerage agreement: what you are paid, and whether a slip supports a claim, depends on your agreement with the client or the owner and on the law where you work. Write your terms in a separate agreement, and keep the signed slip with it. The owner’s name and phone, which you can keep on the property for yourself, are never printed on a slip.

Numbers, copies and blank slips

• Every visit gets the next slip number (SV-0001, SV-0002 …; the prefix and the next number are under Settings), also when two tabs add visits at the same time. A deleted visit’s number is not used again.
• The properties are copied into the visit when you save it, so a slip prints the same later even if you edit the property.
• A4 or US Letter, two copies: the agent’s copy and the client’s copy on one page, with a cutting line. A5, A4 or US Letter, one slip: one slip to a page. A phone picture shows one slip.
• Blank slips print your agency’s details and lines to write on, for clients who walk in.
• Print a property’s asking price or rent on the slip only when you want to (Settings).

Clients who no longer need you (India)

India’s Digital Personal Data Protection Act, 2023 uses this very case as an example: in illustration (II) to section 7(a), a person asks a real estate broker for help finding a rented home and shares her personal data for it; the broker may use it to tell her about homes on rent, and once she says she no longer needs help, the broker must stop processing it. Section 8(7) asks for personal data to be erased once its purpose is no longer served, unless a law requires keeping it. Here, Close stops a client’s follow-ups and reminders, and Delete erases the client with their visits. This is not legal advice; agents in other countries follow their own privacy law.

Your clients’ data stays on this device

The register is kept in this browser’s storage (IndexedDB) on this device and is never uploaded. With a passcode, every record is stored encrypted with AES-256-GCM under a key only your passcode opens (PBKDF2-SHA-256 with 600,000 iterations, the OWASP Password Storage Cheat Sheet figure). The encrypted backup moves it to another device; a lost passcode or passphrase cannot be recovered by anyone. Messages are never sent for you: each is a WhatsApp or SMS link to one client that you open and send.

Limitations

• One device: the register does not sync. Move it with the encrypted backup.
• No property portal, listing site or lead source is connected or searched: clients and properties are what you type or import.
• Messages are never sent automatically or to many clients at once.
• A slip is a record of a visit, not a contract; it does not settle brokerage by itself.

Privacy

Clients’ names and phone numbers, properties, owners’ details and visits stay in this browser on your device (IndexedDB), encrypted when you set a passcode. Slips and lists are made on the device; backups are encrypted on the device. Nothing is uploaded.