With HomeStack it's easy to write notes on any listing directly from the app. There are a few different uses for this feature:
- Your users can write notes on properties they love, and share the properties (& notes) with anyone they are house searching with!
- Your users can write notes on properties that you can see within the app right away. This gives you, the Agent, a good idea of what your clients like, dislike, and are interested in about any listing. (Use Agent Insights to see notes)
- Users and agents alike can write notes to keep a list of properties they've seen or want to share with their clients. Simply write the note and then see all notes you've written in your pull out menu.
Here's how to get started:
Step 1 - Open your app
Step 2 - Tap a dot or pin to see a listing, then tap the photo to open the Detail View
Step 3 - From the bottom menu tap the pencil icon
Step 4 - Write a note in the provided space
Step 5 - When finished, tap Save
Step 6 - There are two ways to see notes within the app
Option #1: If you're wanting to see a list of notes that you left on listings tap the menu icon (top left) and then Notes. From there you'll see a list of properties that you've written notes on (with the notes listed as well.)
Option #2: If you're wanting to see a list of notes that your clients have written within the app tap the menu icon (top left) and then Agent Insights. From there, tap the name of the client then scroll down to see the Notes section. Simply tap Notes and you'll see a list of properties with the notes they've recorded.