All Features

AI Notes for Real Estate

Record client meetings, showings, and negotiations. Get structured notes with preferences, follow-up tasks, and deal details.

The Problem

Back-to-back showings, no time to write

Agents jump from showing to showing. By the evening, details from the morning's meetings are already fuzzy.

Client preferences get mixed up

When you're working with 10+ clients simultaneously, remembering who wants what becomes a real challenge.

Follow-ups fall through

A missed callback or forgotten document request can cost a deal. Manual tracking doesn't scale.

Negotiation details matter

Price discussions, contingencies, and verbal agreements need to be captured accurately in real-time.

How Note Genie Helps

Capture While You Show

Record on your phone during showings and client meetings. Stay present in the conversation while AI handles the notes.

Auto-Extracted Action Items

AI pulls out follow-up tasks: send comps, schedule inspections, prepare paperwork, callback reminders.

Folder Per Client

Group all meetings for a client in one folder. Folder Intelligence tracks evolving preferences and deal progression.

Share Summaries Easily

Send meeting recaps to clients via email or shareable link. Professional touch that builds trust.

Desktop Auto-Detection

The desktop app detects when you join Zoom, Teams, or Google Meet for virtual showings and client calls. Notes happen automatically.

Upload Property Docs

Upload photos, floor plans, contracts, and inspection reports into client folders. AI connects everything into a searchable knowledge base.

Templates for You

General MeetingCustomer Success1-on-1

Plus access to all 16 templates — even on the free plan.

A Day in the Life

Real Estate Agent

David has 12 active clients and 30+ showings per week. He records every client interaction on his phone, reviews AI summaries in the car between appointments, and sends recap emails to clients within minutes. His 'Johnson Family' folder tracks their evolving preferences across 8 meetings.

Start free. Upgrade when you need more.

30 free minutes every month. All 16 templates included. No credit card required.

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