Keep private, categorized observations on any property so your thinking stays organized and nothing slips through the cracks.
Who this is for: everyone — Home Buyers, Sellers, Agents, Lenders, and Insurance Brokers. Where: the Notes section on any Record page. Time: ~1 min.
Why this matters
A Record gives you the data. Notes let you record what the data means to you — a red flag you noticed, a coverage gap to follow up on, a detail a client mentioned. Notes are private to your account; no one else can see them.
How to add a note
- Open a Record (search for an address or click a saved property).
- Scroll to the Notes section.
- Click Add note.
- Write your observation — keep it as short or detailed as you like.
- Pick a category from the list (General, Risk, Coverage, Compliance, Underwriting, Disclosure, Valuation, or Client). The default depends on your role:
- Lenders default to Compliance
- Insurance Brokers default to Underwriting
- Sellers default to Disclosure
- Agents default to Client
- Buyers default to General
- Click Save.
Your note appears in the Notes section immediately.
What you can do with notes
- Pin an important note to keep it at the top of the list, so critical observations are always visible.
- Edit a note anytime — click the note, make your changes, and save.
- Delete a note you no longer need.
- Filter by category when you have many notes on a single property — click a category chip to narrow the view.
What it means
Notes are tied to the property and to your account. They persist across sessions and devices. If you save a property, its notes travel with it to your Dashboard and Property tab.
Notes are never shared — not in branded reports, not in share links, and not visible to teammates. They are your private workspace.
Tips
- Pin critical observations so they're the first thing you see when you revisit a property — useful for compliance flags or deal-breakers.
- Use categories consistently when you're tracking many properties. Filtering by category turns your notes into a quick checklist (e.g., show only "Compliance" notes across your pipeline).
- The CoverGuard Advisor can help you summarize a property's risk into a note — ask it to "summarize the key risks for this property" and paste the result.
Troubleshooting
- "I don't see the Notes section" → scroll further down the Record; Notes sits below the risk and carrier sections.
- "My note disappeared" → confirm you're signed into the same account. Notes are per-user; switching accounts won't show them. See Account & login.
Do this next
Start adding notes to the properties you're actively evaluating, then use them to keep your workflow organized.