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SalesMemo for Real Estate Agents

Record a quick voice note after a viewing — get a clean summary, a follow-up email, and next steps in under a minute.

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7 days free. No credit card required. Cancel anytime.

SalesMemo Dashboard
Viewing - Kensington 3-bed
Today 2:30pm | 45 seconds
Summary
Client looking for 3-bed house, prefers Kensington, budget up to £750k...
3
Tasks
1
Follow-up

Sound familiar?

You face these challenges every day. SalesMemo solves them for you.

Without SalesMemo

Forgotten details from viewings

After three viewings in a day, you can't remember who wanted a balcony and who needed parking.

Delayed follow-ups

You want to email the client, but you keep putting it off until you "have time."

Task chaos

Tasks are in your head, on your phone, on sticky notes. Something always gets lost.

With SalesMemo

Voice → Summary

Speak for 30 seconds, get a clear summary of the entire viewing.

Follow-up ready to send

AI writes a personalized email for your client. Just hit send.

Next steps checklist

A clear to-do list of what needs to happen. Nothing gets forgotten.

How it works

Three simple steps to more efficient work.

1

Record a note

Start recording with one click. 30 seconds is enough.

2

AI cleans it up

Transcription, analysis, and structured output in seconds.

3

Export to email/CRM

Copy text, send email, or save to your CRM.

Real estate use cases

See how SalesMemo helps in common agent scenarios.

Property viewing
What you record:

"Client looking for a 3-bed, max 350k, wants a garden, street parking is fine, needs to move by June."

What you get:

Requirements summary + 3 tasks (send listings, check mortgage options, schedule viewing) + follow-up email.

Call with buyer
What you record:

"Smith called, questions about the EPC rating, wants to know monthly costs, interested in second viewing."

What you get:

Deal note, tasks (find running costs, prepare EPC, schedule appointment).

Update for vendor
What you record:

"Four viewings this week, two serious buyers, one wants to negotiate on price."

What you get:

Professional vendor update email with activity summary and recommendations.

Shortlist properties
What you record:

"For the Johnsons: Maple Street 3-bed at 320k, Oak Avenue 3-bed at 299k, Pine Road 2-bed at 275k."

What you get:

Structured shortlist + comparison + client email.

Reservation / next step
What you record:

"Johnsons want to reserve Maple Street. Need reservation agreement, 5k deposit, solicitor appointment."

What you get:

Reservation checklist + tasks + client instruction email.

Property handover
What you record:

"Completion tomorrow at 10am. Prepare protocol, 3 sets of keys, meter readings, management contact."

What you get:

Complete handover checklist + reminder email for buyer.

Sample output

Here's what a real SalesMemo output looks like after a 30-second recording.

Meeting with Mr. James Wilson regarding 3-bedroom property in Kensington.

Client requirements:
- 3-bedroom house in London (prefers Kensington or Chelsea)
- Budget: max £750,000
- Must-haves: garden/patio, parking, quick completion (ideally within 2 months)
- Financing: mortgage pre-approved up to £800k

Notes:
- Has two children (ages 6 and 9), needs to be near good schools
- Prefers period property with character
- Currently renting, lease ends June 30th

How much time will you save?

Estate agents save 30+ minutes daily on average.

Time comparison
Task
Without SalesMemo
With SalesMemo
Viewing notes
10-15 min
30 seconds
Follow-up email
5-10 min
10 seconds (copy)
Summary for colleague/vendor
15 min
10 seconds
Planning next steps
5 min
Automatic
Time savings calculator
viewings
Minutes saved per viewing:15 min
Viewings per month:40
Hours saved monthly:10h

With 10 viewings per week, you'll save 10 hours monthly. That's time you can spend on new clients or with family.

Security first

All data is encrypted in transit (TLS) and at rest (AES-256).

Your recordings are never shared with third parties.

Fully GDPR compliant. You control your data.

Learn more about data protection

Frequently asked questions

Answers to the questions agents ask most often.

Send a follow-up within 60 seconds of every viewing.

Join agents who are already saving hours every week.

See pricing

No commitment. Cancel anytime.

    SalesMemo for Real Estate Agents | Voice Notes from Viewings | SalesMemo