How-to: Adding notes to a property

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

1. Open a Record (search for an address or click a saved property).
2. Scroll to the Notes section.
3. Click Add note.
4. Write your observation — keep it as short or detailed as you like.
5. 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

6. 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.
• "Notes says it couldn't load, and the count reads “shown”" → your saved notes are safe; the list just didn't load this time. Any note you added since still shows, but older ones can be missing until it loads, so the count is only what's on screen. Select Try again.

Do this next

Start adding notes to the properties you're actively evaluating, then use them to keep your workflow organized.

• Reading a CoverGuard Record
• Saving & comparing properties