So I have an office so showings are more simple, but my son has a few rentals and got upset at how people wanted to see them at inconvenient times . I made him up some rules: please add or subtract make comments or warnings…..

Self‑Showing Lockbox Procedure

1. Drive‑by requirement

1.1. All prospects must first drive by the property and confirm they like the location and exterior before any access is given.
1.2. If the prospect has not driven by, do not give a code.

2. ID requirement

2.1. Before receiving a lockbox code, the prospect must send a clear photo of a valid government ID (front).
2.2. If no ID is provided, no code is given, no exceptions.

3. Sending the code and notice

3.1. When sending the lockbox code, always include the standard notice:

3.2. Include a time window for use of the code (for example: “Today between 3–7 PM”).

4. During the showing

4.1. Prospect may enter only during the agreed time window.
4.2. No one is allowed to remain after the showing, bring in belongings, or sleep in the unit.
4.3. No one is allowed to give the code to others; access is only for the person who was given the code.

5. Key‑back confirmation

5.1. Prospect must text “key back” once the key is returned to the lockbox.
5.2. If no “key back” text is received by the end of the showing window, the owner/manager must:

• Go to the property,
• Confirm the key is present and the unit is secure, and
• Address any issues immediately.

6. Code changes

6.1. The lockbox code must be changed between prospects.
6.2. The code is changed at the owner/manager’s convenience the same day, after:

• A “key back” text is received, or
• The unit has been checked in person if no text was received.

7. No possession without paperwork

7.1. Access via lockbox does not create any right of possession or tenancy.
7.2. No one is permitted to move in, stay overnight, or store belongings until all of the following are complete:

• Application approved,
• Lease fully signed, and
• Deposit and first rent paid.

7.3. Until those steps are completed, any presence in the unit beyond a brief showing is unauthorized and may be treated as trespass.

8. Documentation

8.1. Keep the following records for each prospect:

• Name and contact information,
• Copy of ID,
• Date and time window of showing,
• Lockbox code used, and
• Whether “key back” was received.

8.2. Note any issues (late key return, suspicious behavior, damage) in the file and do not re‑show to problem prospects.