Keeping notes on agents and brokerages

Use notes to keep preferences, call summaries, and special instructions with an agent or brokerage. Notes are for your staff and are not available in the client portal.

Add a note

1. Open Clients → Agents or Clients → Brokerages and select the record.

2. Open Notes and select Add a note.

3. Enter a title, the note text, or both. Use the formatting controls for lists, links, and emphasis.

4. Select Save.

Keep an individual agent's preferences on their profile. Use brokerage notes for information that applies to the brokerage as a whole.

Find or update a note

Open Notes and choose Recently edited or Date created to find an entry. Select the note, make your changes, and select Save.

To remove a note, open it and select Delete. Deletion is permanent.

You need permission to create clients or manage clients to add notes. Managing clients also allows editing and deleting existing notes.