notefield in the field / Real estate
Property viewing reports, from your voice notes.
After a viewing, speak the feedback: what they liked, reservations, requested documents, and the next step. Review your note to prepare the follow-up and an update for the seller.
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Less typing. More follow-through.
You say it. Your report takes shape.
They love the light and living room but find the bedroom small. They want the service charges before a second viewing on Thursday, if the seller is available.
Property viewing report
Review- Positive feedback
- Natural light and living room
- Reservation
- Bedroom size
- Requested information
- Service charges to send
- Next step
- Second viewing considered for Thursday, subject to seller confirmation
- 01
You speak.
Record the viewing or your debrief.
- 02
notefield organizes.
Find preferences and reservations.
- 03
You move forward.
Review, then prepare the next viewing.
From report to follow-up
The right details, before you share.
The visitor’s words
Keep their likes and reservations without turning an impression into a fact about the property.
Documents to check
Service charges, floor area, or an inspection: check the source document before answering.
The recipient
Your internal note keeps follow-up context. The seller update focuses on property feedback and next steps.
For agents and teams moving between viewings. Review and adapt the summary to its recipient before sending.
See a property viewing demoFrom the debrief above
The seller update, after review
The visitors liked the natural light and living room. The bedroom size remains a concern. They would like to review the service charges before a second viewing on Thursday, subject to your availability.
What should a property viewing report contain?
Identify the property and date, then record the visitor’s criteria, positive reactions, reservations, and unanswered questions. End with the next action and its owner. Review the summary to separate what the client actually said from your own sales assessment of the viewing.
Do I need to record the whole viewing?
You can record the conversation with participants informed, or speak your own debrief afterwards. The second option captures useful facts without interrupting the client relationship. Either way, avoid collecting personal details unrelated to the property follow-up.
Can the report be used for both the buyer and the seller?
They need different information. Prepare property feedback for the seller and the requested documents or answers for the buyer. Check the recipient and remove unnecessary private information before sharing. A clear source summary makes it easier to prepare the right message for each person.