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Prepare for the next viewing.

Bring property notes, client questions, and viewing details into one brief.

Explore Projects
Brief me for the viewing, with the client’s questions and our last conversation.
  • Property notes
  • Client correspondence
  • Viewing appointments
Projects

Viewing brief

The client wants a home office and outdoor space.

The client asked about renovation history.

Confirm the details with the listing contact.

Illustrative example

Start with one project.

  1. Get access and create a project.

    New to Projects? Request access below. Once invited, follow the quick start to create a project for this workflow.

  2. Add a few records.

    In Home, ask the agent to file notes like the sources above. Only add information everyone in the project should see. You can also work from a connected AI tool.

  3. Review and save the brief.

    In Home, tell the agent which project to use and ask for the brief above. Check it against your records, then ask the agent to save the approved brief as a record in that project. Open the record in Projects to confirm it.

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Can an individual agent use this?

The workflow can start with one person’s property and client records. Patchnet can also help adapt it for a team sharing responsibility for viewings and follow-ups.

Does this include live listings or valuations?

These examples use records you bring into Projects. Live listing feeds, valuation tools, and other external services would need their own verified connections and scope.

Need help connecting your tools or planning a rollout? Discuss deployment