Learn how to add and save notes directly to your favorite properties in Privy to stay organized and streamline your investment process. Follow the steps below or watch the video tutorial for guidance.
Step-by-Step Guide to Creating Notes on a Property
Open the Property Card LiveCMA™
Navigate to the property card in Privy
Access the Notes Section
At the top of the property details screen, click the three dots in the top right and select Notes.
Input Your Property Notes
Enter your notes in the provided field, including any important details, links, or observations about the property.
Save Your Notes
Click the blue Save button to ensure your notes are stored and linked to the property.
Why Use Property Notes?
Stay Organized: Keep all relevant property details in one place.
Streamline Analysis: Quickly refer back to your notes for property evaluations.
Enhance Communication: Share detailed notes with your team or collaborators.