Keep notes from meetings with a developer
What was agreed with each developer, dated and signed, for owners and admins only.
Who it is for
Agency planAgency ownerAgency admin
Where to find it
- Agency dashboard: Listings › Developers › a developer › Notes
How to do it
Open Developers and the developer, then the Notes tab.
Write what was said and press Add note: it is dated and signed with your name.
Use a note's ⋯ to edit or delete it. Realtors never see the notes.
Or ask Claude
“What did we agree with Meridian Properties last time?”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Developers and projects
- Who to call at each developerEach developer's contacts in call order, with WhatsApp ready, its broker portal and availability.
- The developer's WhatsApp groupsKeep the WhatsApp groups your team has with each developer, so anyone can join them in one tap.
- A developer's service charge, and price per sqftKeep a developer's service charge once, and every listing of theirs that states none uses it. Price per sqft is worked out for you.
- Developers sold through a master agencySome developers sell only through another company, like Devmark or One Broker Group. Mark them, and their listings show that company's people.
- The developer's availability sheetWhich units are still free, as the developer shares it: a link or a PDF, seen only by your team.
- Off-plan mortgageMark an off-plan listing as having an off-plan mortgage (a bank lends before handover), and, at an agency, which developers offer one with their offer as a PDF or picture.