Collaboration

Property notes that stay with the address.

Record buying, rehab, rental, and general field notes in one shared workspace with attachments, tool links, and cross-platform sync for every property collaborator.

  • Buying, Rehab, Rental, and General categories keep notes organized without splitting the product.
  • Rich text, photos, PDFs, and playable voice memos attach to the same note record.
  • Owner and Editor roles can create, edit, link, attach, and permanently delete notes; Viewers can read and open attachments.
  • Explicit Save creates server versions; native clients queue offline edits and attachments until reconnect.
  • Bidirectional links connect notes to Deal Board tasks, Issue Finder results, House Plans, Project Tracker items, and rental records.
  • Shared Property Notes is included for Basic, Premium, and Premium Plus users on web, iPhone, iPad, Android, and Mac.

Why it matters

Built for investor workflows—not slide decks.

Every surface ties back to the same property record so underwriting stays coherent when assumptions move.

One workspace for field context

Investors capture buying diligence, rehab punch lists, rental follow-ups, and general property context in the same property-scoped workspace instead of scattering notes across texts, photos, and tool-specific fields.

Notes sync across supported platforms while native clients keep local drafts and queued attachments when connectivity drops.

Collaboration without note-specific permissions

Property Notes reuse existing property collaboration roles. Every collaborator with read access can review notes; Owners and Editors can mutate content and attachments.

Concurrent edits create a conflict copy for reconciliation instead of silently overwriting another collaborator's work.

Ready to put this workflow on your next deal?

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