Tips for Touring
Touring is where clients build an emotional connection to a property. Most clients make their final decision after seeing a place in person. How you set up and run a tour has a direct impact on your closing rate.
This guidebook covers who to tour with, how to prep, what to do during the tour and how to follow up after.
Who to Tour With
Not every client deserves your time on tour. Touring is one of the most time-intensive parts of the job so being intentional about which clients you escort will protect your time and improve your close rate.
Tour With These Clients
- Clients moving within the next 60 days so they can apply immediately after touring
- Clients who are responsive and giving you feedback on the lists you send
- Clients who have a clear timeline and are serious about their search
- Clients relocating from out of town who need your local knowledge of neighborhoods and the area
- High-budget clients who show genuine intent to move forward
Do Not Escort These Clients
- Clients who have been ghosting you and pop back up wanting tours. Set up the tour and send them on their way.
- Clients who will not commit to a timeline or a budget
- Clients who keep asking for more and more options after you have already sent your best
- Clients working with multiple locators. You risk putting in hours of work and not getting paid. Only make an exception if you have a strong reason to believe the client will commit to working with you exclusively going forward.
- Clients who will not share basic contact information or answer qualifying questions
- Clients moving 90 or more days out. At that point they cannot apply for anything so touring is premature.
Qualifying Before You Commit to Escorting
Even if a client filled out your form with a move date go back and verify it before you invest time setting up tours. Ask whether that date is firm or whether there is some flexibility in either direction. This gives you a real pulse on urgency.
A reliable signal of seriousness: if a client says they need to move as soon as possible but is not willing to schedule tours within the next 48 hours they are not that serious. Genuine urgency shows up in their behavior not just their words.
Pay attention to how clients respond to your messages. One-word answers and low engagement are a warning sign. Clients who stay in constant communication and answer your questions thoroughly are the ones who are ready to move.
How to Decline Escorting a Client
You do not need to tell the client directly that you are not touring with them. A simple approach is to let them know you are fully booked that week. Tell them you will still set up all their tours and send them a list of questions to ask the leasing agents so they are set up for success.
Pushing From List to Tours
When you are ready to move a client from list to tours avoid open-ended questions like "let me know what you think." People are busy and vague prompts get vague responses or no response at all.
Ask something direct instead. Name your top pick from the list and ask which one was theirs. Then immediately follow with a specific question about availability: "Are you free on the weekends? What day and time works best?" Putting the client in motion is your job. Do not wait for them to drive the process.
Aim for 2 to 5 properties per touring day. More than that and the client starts rushing and losing focus. When booking multiple properties on the same day space tours about one hour apart.
Guest Cards
If you sent guest cards when you sent the list you are already covered. If you missed that window send them before you schedule the tours. Never after. See Tips for Sending Lists for the full rules on guest cards.
Booking the Tour
Once a client has confirmed their top picks start booking right away. Every day you wait is a day that unit can be leased by someone else.
Book through the property's website whenever possible. If the property does not have online booking call to confirm directly. Email only as a last resort.
The Touring Checklist walks you through the full booking and confirmation sequence step-by-step. Use it on every tour.
During the Tour
When You Arrive
- Park in a future resident spot if available
- Arrive about 10 minutes early to the first tour so you can brief the leasing agent before your client gets there
- Introduce yourself to the leasing staff and let them know who you are and which tour you booked
- Give the leasing agent your client's name and the specific unit or floor plan you quoted them on so everyone is on the same page before the tour starts
- Have your client's criteria on hand so you can quickly reference what they are looking for
Let the Leasing Agent Lead
The leasing agent's job is to sell the property. Your job is to advocate for your client and bring energy to the experience. Let the leasing agent do their thing.
If the leasing agent is quiet or not very engaging you can step in by asking questions and keeping conversation going. Otherwise stay out of the way and let them run the tour.
Ask your supplemental questions at natural moments in the conversation. Do not bombard the leasing agent with a long list all at once.
Mind the Group Dynamic
When a client brings a partner or roommate to the tour you may find yourself with three or four people in the room alongside the leasing agent. That can feel crowded fast.
In those situations be more selective about when you step in. Your presence should feel supportive not like an extra voice competing for the client's attention. Read the room and calibrate accordingly.
Mirror Your Client's Energy
Pay attention to how your client is reacting to each property. If they seem excited match that energy and build on it. If they seem unimpressed do not oversell. Pushing hard on a property the client clearly does not like will make you come across as a car salesman.
When you notice a feature that matches what the client told you they wanted point it out. Saying something like "This is the walk-in shower you were looking for" shows the client you were paying attention and reinforces their trust in you.
Provide Value Without Overstepping
- Offer to take photos or videos for the client during the tour especially if you are hitting multiple properties that day. It is easy for clients to blur properties together.
- Videos you take can also be used for your own social media marketing later
- Check cell service and water pressure while you are in the unit
- Listen for noise from neighboring units or nearby traffic while you are inside
- Note the cleanliness of common hallways and shared spaces
What Not to Do
- Do not discuss your commission or compensation in front of the client. If the leasing agent brings it up nod and change the subject.
- Do not mention competing properties in front of the leasing agent. If asked keep it brief and vague.
- Do not comment negatively on pricing or anything else about the property in front of the leasing agent. Save that conversation for after you walk out.
- Do not legally guarantee the safety of any property. You cannot and it exposes you.
- Do not discuss demographics in any way. This violates fair housing law. Do not comment on age race gender or the makeup of the resident community.
- Do not use your phone during the tour unless you are taking notes or photos for the client
Handling Fair Housing Questions
Clients will sometimes ask about safety or demographics. They are not trying to cause problems. They just do not know the rules.
For safety questions you can say: "Legally I am not able to speak to that but as someone who knows this city well I would personally feel comfortable living here. I would never recommend a property to a client that I would not feel comfortable in myself."
For neighborhood character you can use language like "this is more of a lively community" or "this tends to be on the quieter side" without tying anything to protected characteristics.
After the Tour
Debrief on the Spot
As soon as you walk out of the leasing office ask your client what they thought. Do it while impressions are fresh.
Frame it in a way that invites honesty: "What did you think? Any feedback good or bad helps me make better recommendations."
If the client loved the property build on that momentum. If they were not impressed ask what specifically did not work for them so you can sharpen the next round of options.
Help Them Decide
If the client is choosing between a few properties help them compare. You can walk through a pros and cons breakdown or just tell them what you would personally pick. Clients know you have seen hundreds of apartments and they value that perspective.
Create Urgency the Right Way
Urgency is a tool. Use it honestly and in a way that feels helpful rather than pushy.
- Remind the client that pricing and availability change daily
- If there is a look-and-lease special remind them that it typically expires 24 to 48 hours after touring
- If the client is strongly interested in a specific unit let them know units can be taken off the market at any time and applications are first come first served
Following Up After Tours
If You Toured With the Client
You already know how the tours went because you were there. Use the time at the end of the last tour to debrief and get their initial reaction in person.
After the conversation let the client know you will follow up the next day to check in on where their head is at. Give them space to process overnight.
Check pricing on their favorite properties the next morning. If a price dropped text the client immediately and use it as a concrete reason to act now.
- Follow up the next day to check in and get a decision or next step
- If the client is engaged follow up every couple of hours
- If the client starts going cold after you have already created urgency and leveraged specials dial back to every 3 to 4 days so you are not overwhelming them
- Every follow-up should either create urgency or provide value. Do not send empty check-ins.
If You Did Not Tour With the Client
You were not there so your first move is to reach out and find out how it went. Follow up within about one hour of when their last tour likely ended while their impressions are still fresh.
Keep the first message light. Something like: "How did the tours go today? Any top contenders?"
From there the conversation will go one of three ways.
- They loved something: respond with light urgency. "Pricing and availability change daily. If you are set on this one I would apply sooner rather than later so someone else does not snag it."
- They are still deciding: ask for specific feedback on each property and tell them you will check in the next day
- They did not like anything: ask what was missing and offer to send a new batch of options based on that feedback
Check pricing on their favorites the following day. If a price dropped use it as a reason to follow up with a specific call to action.
- Follow up every couple of hours while the client is engaged
- Shift to every 3 to 4 days if the client starts going colder
- Always have a reason for each follow-up: a price drop a new special or a note about availability
Text Template: Day-of Message for Clients You Did Not Escort
Today is the day for your tours! Make sure to bring your ID as the leasing agents typically require it for the tour. Keep in mind that pricing and availability can change daily so things might have shifted since I scheduled your tours. When you are there ask the leasing agents about the availability of the units and any new rates. During the tour they will often show you a model unit. If your exact unit is vacant they may show you that one too. If you have any questions at any point reach out to me anytime.
Text Template: Quote Reminder for Clients You Did Not Escort
Right after your tour and before you leave make sure to ask for a quote. This locks in your rate for the next 48 hours. If rates go up the next day they will honor the lower rate you got today. If they go down they will honor the lower rate. Keep in mind that apartments can be taken off the market at any time and it is first come first served. If you love a unit plan to apply the same day if you can since look-and-lease specials usually only last 24 to 48 hours.
Text Template: Post-Tour Urgency Message
After touring it is important not to wait too long to make a decision. Prices and availability change daily and you would not want to miss out on any look-and-lease specials that usually last just 24 to 48 hours after touring.
Out-of-State and Remote Clients
Ask First
The most important first question for any out-of-town client is whether they plan to come to your city to tour in person and if so when. This one answer shapes everything about how you handle the search.
Qualifying Before You Tour on Their Behalf
Before you invest hours driving to properties and getting videos on a client's behalf make sure the client is actually ready to move. Some people are still deciding whether they will relocate at all.
Ask whether they have secured employment or a concrete reason for the move. If a client has not locked in a job yet and you go out and tour five properties for them you may end up doing all that work only to hear "I will let you know when I am ready." That is avoidable. Ask upfront.
Also ask whether the move date is firm or flexible and whether they have given notice at their current place. If the answers are vague keep them warm with a preliminary list and check back in as their timeline gets clearer.
Out-of-State Clients Can Be Your Best Clients
Do not write off out-of-state clients as unlikely to close. They often close at a higher rate than local clients because they cannot tour themselves and rely entirely on you as their local expert. The agent who goes the extra mile for them wins the deal.
When you do tour on their behalf let the client know explicitly that you are taking time out of your day to go to multiple properties for them. This communicates your value and strengthens their commitment to working with you.
If the Client Is Coming to Town
If a client is visiting to tour in person treat them like a local client once they arrive. The main difference is the timing of when you send the list.
- Send a preliminary list as soon as you have their criteria so they can start getting familiar with the market
- Send exact pricing and availability closer to their visit date so the numbers reflect what is actually available when they tour
If the Client Cannot Tour in Person
You have a few options when a client cannot make the trip.
- Offer to tour properties on their behalf and get video walkthroughs to send them. Even if the client ghosts you the footage becomes useful marketing content.
- Offer a FaceTime tour but let the client know that service inside buildings is often spotty and you may need to switch to video if the connection drops
- Ask the property if they offer virtual tours. Not all do but it is always worth asking.
When You Tour on Their Behalf
- Ask all your standard touring questions and collect the monthly fee sheet and site map
- Get a photo of the view from the client's specific unit if you can
- Front load as much information as possible so you can answer follow-up questions without having to call the property again later
- After touring send the client a voice memo summarizing your impressions and let them know videos are coming
- If you spot any red flags be honest. You are advocating for this client. If they move in and hate it that reflects on you.
Remember
Touring is where most clients make their decision. Preparation builds trust. Professionalism keeps doors open with leasing teams. And your job on tour is to guide and advocate. The more intentional you are the higher your close rate will be.