What Are Intake Notes
Intake Notes are any additional notes the agent has provided from an intake form. This can include information that didn't fit anywhere on the intake form or information that the agent needed to expand on.
Once the agent has submitted the intake form, any additional notes will show in the More section of the transaction under Intake Notes or the Agent Portal User tab inside the property.
Important:
If the agent does not add an intake note, this will not be visible to the TC.
More > Intake Notes
Agent Portal User
