Real estate professionals

Real estate professionals: your document in 30 seconds, in the language of your appointment

Visit or meeting summary, General meeting minutes, and Inventory of fixtures: dictate or paste what was said, and Notae structures the document in your own vocabulary. You review it, validate it, and send it.

Updated September 13, 2026 · Notae · 4 min read

Between viewings, client meetings, and co-ownership assemblies, writing a faithful summary takes time a real estate professional's schedule rarely allows. Notae turns what was said during the exchange into a structured document, without ever inventing a price, a surface area, or a vote result that wasn't announced.

Three formats, your vocabulary

A real estate agent Notae account only sees these three formats — never the formats or vocabulary reserved for another profession, and vice versa.

  • Visit or meeting summary — Property or topic concerned, client feedback (what was liked, reservations — factual), information shared (price, surface area, availability — only those mentioned), and agreed next steps.
  • General meeting minutes — Agenda (points announced), resolutions (each with the vote result exactly as announced — for/against/abstain if given, otherwise "not specified"), decisions made, and items postponed (if mentioned).
  • Inventory of fixtures — Property concerned, room by room (condition reported or observed, only what is said), meter readings (only if announced), and reservations or issues noted.

Before / after, on an example

What you dictate at the end of the exchange:

"what did you think of the apartment you visited this morning? I really like the location but the kitchen is smaller than I imagined — noted, I'll check if there are other properties with a bigger kitchen in the area — and is there room to negotiate on the price? I'll check with the seller and get back to you"

What Notae produces (Visit or meeting summary format):

Property concerned : apartment visited this morning.

Client feedback : location liked, kitchen felt smaller than expected.

Information shared : search underway for other properties with a bigger kitchen in the same area.

Agreed next steps : checking negotiation room with the seller, follow-up to come.

To be validated by the professional.

Notae for every profession in real estate professionals

Choose your exact profession at signup: the vocabulary and examples adapt, while the three formats stay those of real estate professionals.

Security and confidentiality

Notae is hosted in Europe and GDPR-compliant: documents are encrypted, never resold, and never used to train a model. Documents stay in your account; you decide how they're shared with clients, co-owners, or third parties.

The same price, whatever your profession

Solo

1 independent practitioner
€49 / month
  • 150 notes per month
  • Recording and dictation with no time limit
  • Visit or meeting summary · General meeting minutes · Inventory of fixtures
  • Encrypted history, thread between sessions
  • PDF & Word export with practice letterhead
Start the free trial (7 days, no card)
Recommended for a practice

Practice

2 to 5 practitioners
€39 / seat / month
  • Everything in Solo, for each practitioner
  • 150 notes per month and per seat
  • Team invitations and management
  • One invoice for the whole practice
  • 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 invent a price or a vote result?

No, never. Notae only reports prices, surface areas, and vote results explicitly announced; for general meeting minutes, it writes "not specified" rather than estimating a missing figure.

Does a real estate agent account see formats meant for other professions?

No. Every Notae account has a profession chosen at signup. A real estate agent account only sees the formats and vocabulary specific to their profession; it has no access to any format or text reserved for another profession (for example a teacher), and vice versa.

Does data about your clients and co-owners stay confidential?

Yes. Documents stay in your account; you decide how they're shared with clients, co-owners, or third parties.

Try it on your next appointment

Seven days, no card, 30 minutes of audio and 5 notes. 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.