Real estate agents, property managers and appraisers

Real estate: your viewing or owner meeting report, dictated from the car

Viewing, valuation or mandate meeting, general meeting minutes, simple inventory of fixtures: you dictate, Notae structures. You review, you validate, you send it to the client.

Updated 1 November 2026 · Notae · 4 min read

After three viewings in one afternoon, clients' feedback blurs together and the report to the seller waits. With Notae, you dictate two minutes as you get back in the car: property concerned, what they liked, reservations, information given, agreed next step. The document is ready to review when you reach the office.

Notae never invents a price, a surface, a charge or a vote result. What was not said is marked "not specified". For general meeting minutes, results are reported exactly as announced.

Four templates for real estate and co-ownership

The template is chosen before dictating and switched in one click. The headings below are those of the final document.

  • Visit or meeting summary — Property or topic concerned, client feedback (what they liked, reservations), information given only if mentioned (price, surface, availability), agreed next step. Start with this template →
  • Owner meeting (valuation, mandate) — Property concerned, information given by the owner (situation, works, charges, documents), strengths and reservations noted, price range only if spoken, documents to gather, agreed next step (mandate, reply deadline). Start with this template →
  • General meeting minutes — Agenda, resolutions with the vote result as announced (otherwise "not specified"), decisions taken, deferred items. Start with this template →
  • Inventory of fixtures — Property concerned, room by room (condition as dictated), meters and readings only if announced, reservations or anomalies reported. Start with this template →

Before / after, on a fictional example

What you dictate as you get back in the car:

"meeting with the owners of the semi-detached house on Poplar Avenue, four bedrooms, roof redone five years ago according to them, original boiler, they have the energy certificate and the plans but not the electrical certificate yet, they want to sell before the summer, no price mentioned on their side, I send them a mandate proposal and a price range by Tuesday"

What Notae produces (Owner meeting template):

Fictional example

Property concerned : Semi-detached house, Poplar Avenue; four bedrooms.

Information given by the owners : Roof redone five years ago (according to the owners); original boiler; energy certificate and plans available; electrical certificate not yet available; wish to sell before the summer.

Price range or price mentioned : Not specified: no price mentioned by the owners.

Documents to gather : Electrical certificate.

Agreed next step : Mandate proposal and price range to be sent by Tuesday.

Fictional example: people, places and facts are invented for illustration. The real report ends with "To be validated by the professional".

One account for each real estate profession

Choose your exact profession at signup: the vocabulary adapts, the four templates remain those of the Real estate and property management family.

Confidentiality of your clients and co-owners

Notae is hosted in Europe. Your reports are encrypted in your history, never sold or used to train a model, and audio is not kept. Nothing leaves your workspace without your action. The professions edition processes no health data.

The same price, whatever your profession

Solo

1 independent professional
€49 / month
  • 150 notes per month
  • Recording and dictation with no time limit
  • Every template of your profession
  • Encrypted history, thread between appointments
  • PDF & Word export with your own letterhead
Start the free trial (7 days, no card)
Recommended for a team

Practice

2 to 5 professionals
€39 / seat / month
  • Everything in Solo, for each professional
  • 150 notes per month and per seat
  • Team invitations and management
  • One invoice for the whole team
  • Data processing agreement (DPA) provided
Start the free trial (7 days, no card)

Prices in euros; VAT shown on the Stripe payment page before confirmation. See the full breakdown on the Pricing page.

During the trial

Seven days, no card, with 30 minutes of audio and 5 notes in total over the period (whichever limit is reached first). Enough to test Notae on your real appointments before deciding.

Frequently asked questions

Does Notae value a property?

No. Notae produces no valuation: it only reports the prices or ranges you spoke. Otherwise the heading reads "not specified".

Is an inventory dictated with Notae an official inventory?

No. The "Inventory of fixtures" template structures your dictated observations room by room; it remains a working document to complete, sign and attach according to the rules that apply where you work.

Are general meeting vote results reliable?

They are reported exactly as you announced them during the meeting. If a result was not dictated, the minutes read "not specified"; Notae never reconstructs a figure.

Try it on your next viewing

Seven days, no card. Dictate or paste a transcript, and judge the result for yourself.

Start the free trial (7 days, no card)

No charge during the trial · cancel anytime with one click afterward.