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AI Notes for Real Estate Agents

How to Summarize Property Inspection Walkthroughs

Property inspections are a critical part of the real estate process, allowing agents to assess the condition of a home before proceeding with transactions. Detailed notes help in highlighting important aspects of each property, ensuring no detail is overlooked when discussing potential repairs or improvements with clients. Well-documented inspections can also aid in negotiations and provide a reliable reference point for future discussions.

But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.

Key points to include in meeting notes for real estate agents

  • Participants: Who were the participants in the property inspection walkthrough, and what were their roles?
  • Property Details: What is the address and basic description of the property being inspected?
  • Condition Overview: What was noted about the overall condition of the property during the walkthrough?
  • Structural Issues: Were there any significant structural issues identified, such as foundation problems or roof damage?
  • Systems Check: What was reported regarding major systems like HVAC, plumbing, and electrical?
  • Interior Observations: What observations were made about the interior spaces, including rooms and finishes?
  • Exterior Observations: What observations were made about exterior features such as landscaping, siding, or driveways?
  • Safety Concerns: Were there any safety concerns or hazards mentioned during the inspection?
  • Repair Recommendations: What repairs or maintenance work were recommended by the inspector?
  • Next Steps/Follow-Up Actions: What are the proposed next steps or follow-up actions based on this inspection walkthrough discussion?

How to automate

But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.

Here's how:

  1. If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
  2. Navigate to Settings > Meeting Templates and tap the + button.
  3. Copy/paste one of our templates and/or customize your own. Tap Save.LazyNotes templates
  4. Start your first recording and choose your new template any time during the call.LazyNotes templates
  5. Enjoy customized notes emailed right to your mailbox!

More ideas for effective meeting notes for real estate agents