Keep notes from meetings with a builder
What was agreed with each builder, dated and signed, for owners and admins only.
Who it is for
Brokerage planBrokerage ownerBrokerage admin
Where to find it
- Brokerage dashboard: Listings › Builders › a builder › Notes
How to do it
Open Builders and the builder, 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. Agents never see the notes.
Or ask Claude
“What did we agree with Meridian Homes last time?”
With the Lead Brunch connector, Claude does the same from a sentence. How the connector works
More in Builders and projects
- Who to call at each builderEach builder's contacts in call order, ready to call, text or email, with its agent portal and availability.
- The builder's WhatsApp groupsKeep the WhatsApp groups your team has with each builder, so anyone can join them in one tap.
- A builder's sales offices, and their people's photosKeep where each builder's sales centers are, which office each person works from, and a photo of each person.
- A builder's HOA fee, and price per sqftKeep a builder's HOA fee once, and every listing of theirs that states none uses it. Price per sqft is worked out for you.
- Builders sold through a marketing brokerageSome builders sell only through another company, such as an exclusive sales and marketing brokerage. Mark them, and their listings show that company's people.
- The builder's availability sheetWhich units are still free, as the builder shares it: a link or a PDF, seen only by your team.