Record a viewing on your phone and Acta writes up the client's needs, budget, reaction to each property and the shortlist. Negotiations are tracked clause by clause.
Meetings Acta writes up for real estate
Client: Love the light, but the second bedroom is too small.
Client: Our budget stops at what we discussed, and we need parking.
Agent: I'll book the one with the garden for Saturday.
Written by Acta
Property walkthrough
What each template writes after a meeting. Example meetings and people.
General
From “Viewing: 3-bed townhouse” · sample report
In short
Clients loved the garden; kitchen too small. Second viewing booked for the corner unit.
What the client liked and didn't, for every property they saw.
Needs, budget and the shortlist after each viewing.
Both sides' positions, concessions and open points. Not legal advice.
Turn on the ones you need. Each reads the meeting and writes its report, and skips meetings it isn't meant for.
Buyer or tenant viewing: needs, budget, reactions to each property and next viewing.
Clause by clause: both sides' positions, concessions and open points. Not legal advice.
More examples in use cases.
Yes. The Acta mobile app records in-person meetings with your phone's microphone.
No. It records both sides' positions, concessions and open points; it is not legal advice.
Yes. Ask Acta across that client's viewings for their needs and reactions.
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