Glossary · 2026

What is Site-Visit Tracking in Real Estate Development?

TL;DR

Site-visit tracking is the operational record of every prospect visit to a showflat, sales gallery or under-construction unit — captured at the moment of visit and linked to the buyer record.
It matters because site visits are the highest-conversion step in off-plan sales: a typical site-visit-to-booking rate is 15–25%, against 1–3% for cold leads.
Modern platforms tie the visit to a deal record, an agent, a unit shortlist and a follow-up trigger — so the next interaction isn't a cold restart.

Stage Payment Plan

$485,000

Booking$2,000

Down · 20%$96,600

20%

Foundation · 20%$96,600

20%

Roof · 30%$144,900

30%

Handover · 28%$144,900

28%

Triggered by milestone auto-invoice

Quick facts

Site-visit-to-booking rate: 15–25% for off-plan, 30%+ for completed inventory
Typical visits before booking: 1.4 (off-plan), 2.7 (luxury / villa)
Required fields per visit: Date, agent, units shown, feedback, next action
Cost of an unrecorded visit: Lost attribution → broken commission claim

Why track site visits separately from leads?

A lead is intent; a site visit is investment of time. Conflating them in one record loses the signal — you can't tell which agent did the in-person work, which units were actually presented, or whether feedback after the visit shifted the buyer's preferences. Tracking them separately gives you the conversion ladder: lead → site visit → offer → booking → deal, with rates at each step.

What fields belong on a site-visit record?

The minimum useful set: date and time, attending agent (and any channel-partner present), units presented during the visit, buyer's recorded feedback, next-action commitment with a date. Optional but valuable: which marketing assets were shown (renders, masterplan, payment plan), photos of the visit, and whether the buyer brought a decision-maker (spouse, parent, financial advisor).

Date and time — required for attribution and SLA reporting.
Attending agent — locks the commission claim against this visit.
Units presented — feeds the recommendation engine for the next offer.
Buyer feedback — short free-text + structured tags (price, layout, location).
Next-action commitment — what the agent promised to send / call about, with a deadline.

How does site-visit tracking tie into commission disputes?

In off-plan, the commission-claim chain almost always starts at a site visit. If the visit isn't logged, the agent has no documented evidence they did the work — and channel-partner disputes ("I sent that buyer first") become impossible to arbitrate. A platform-side visit log with a timestamp and the attending agent's signature (digital, automatic) is the single best protection against retrospective commission challenges.

How DomusHub handles site-visit tracking

DomusHub treats a site visit as an event attached to the client record, the unit shortlist and the attending agent — not a free-text note in a generic CRM. The visit feeds the next interactive offer the agent builds; the buyer sees the units actually presented, with personalised blocks. Commission claims trace back to the recorded visit.

Visit logged in the client's timeline with date, agent and units presented.
Units presented during the visit pre-populate the next interactive offer.
Next-action commitment with a date triggers a notification to the agent.
Agent's site-visit log doubles as evidence for commission-claim disputes.

Frequently asked questions

How many site visits does an off-plan buyer typically make?

An average of 1.4 visits for standard apartment stock and 2.7 for luxury or villa stock. The lower number is partly because off-plan buyers often book remotely after seeing renders, masterplan and an interactive offer — the visit is increasingly a confirmation step, not the first touch.

Should we log virtual / video tours as site visits?

Yes, as a distinct visit type. Conversion is lower than in-person (about 8–12% vs 15–25%) but the same fields apply: date, attending agent, units presented, feedback, next action. Lumping them with in-person visits distorts the conversion-ladder analytics.

What's the right SLA between site visit and follow-up?

Same day for hot leads (visitor expressed booking intent), within 24 hours for warm leads (positive feedback but undecided), within 72 hours for cold leads. The next-action commitment with a date is what makes the SLA enforceable.