Notes Stack for Real Estate Agents
Real estate agents spend hours browsing listings, comparing properties, and tracking what each client wants. Notes Stack lives in your browser side panel so you can annotate listings, organize notes by client, and prepare for showings — all without leaving the sites you're already on.
Why Real Estate Agents Choose Notes Stack
The difference between closing a deal and losing one often comes down to remembering the details. Notes Stack keeps your property insights and client preferences at your fingertips.
- Property annotations on listing pages — While viewing a listing on Zillow or Realtor.com, open the side panel and note the pros and cons, renovation potential, and how it matches your client's wishlist. Return to that listing and your notes are right there.
- Client preference stacks — Create a stack for each client or buyer. Track their must-haves, deal-breakers, budget range, and preferred neighborhoods in one organized place.
- Showing checklists — Build a task list for each showing day: confirm appointments, print listing sheets, prepare market comparisons, charge your phone.
- Reminders for follow-ups — Set reminders after showings to send recaps, after offers to check on counter-offers, and for inspection and closing deadlines.
Tips and Tricks
Create a dedicated stack for each buyer or seller. Add notes on their preferences, every property they've viewed, and their feedback. When they call to discuss a listing, you'll have full context in seconds.
Use a consistent format for listing annotations: Price, Sq ft, Bedrooms/Baths, Pros, Cons, Client fit rating (1-5). This makes side-by-side comparison easy when helping clients decide.
Real estate transactions have strict timelines. Set reminders for offer deadlines, inspection windows, mortgage contingency dates, and closing day. A missed deadline can kill a deal.
Use the domain filter to see only notes from zillow.com or redfin.com. This gives you a clean view of all property annotations from a specific platform.
Export a client's stack to CSV to create a polished comparison document. Import into a spreadsheet, sort by price or rating, and present it at your next meeting.
Platforms That Work Great With Notes Stack
- Zillow — Annotate listings with your professional insights, client fit notes, and market context.
- Realtor.com — Keep property notes attached to listing pages as you browse for clients.
- Redfin — Add showing notes and price history analysis right alongside listing details.
- MLS (Multiple Listing Service) — Supplement MLS data with your own notes on property condition, neighborhood, and showing availability.
- Dotloop — Track transaction milestones and document status with side-panel notes.
- Google Maps — Annotate neighborhoods with local insights: school ratings, commute times, upcoming developments.
A Real-World Workflow
- Client intake — After a consultation, create a "Smith Family" stack. Add a note with their criteria: 3+ bedrooms, under $500K, near good schools, move-in ready.
- Browse listings — Search Zillow and Redfin. On each promising listing, open the side panel and rate it against the client's criteria. Note standout features and potential concerns.
- Prepare for showings — Create a task list for Saturday's showing tour: confirm all five appointments, print CMA reports, map the driving route.
- During showings — At each property, quickly open the side panel on your phone's browser and add the client's live reactions and questions.
- Follow up — After the tour, set a reminder for Monday morning to send a recap email with your top three recommendations.
- Close the deal — Once under contract, set reminders for inspection, appraisal, and closing. Track each milestone with a task list.
From listing research to closing day, Notes Stack keeps your real estate business organized in the browser where you find your best properties.
Ready to get started?
Add Notes Stack to your browser and start capturing ideas right from the side panel.
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