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# How to Add Notes to a Property (Internal vs Buyer-Visible)

### TL;DR
|| Add internal notes to keep private agent insights, and buyer-visible notes to give clients clear context on a property. Using the right note type reduces back-and-forth, prevents oversharing, and keeps your deal narrative clean.
---

### When to use this
* You want to document **your own analysis** (pricing thoughts, red flags, negotiation angles).
* You want to **guide the buyer’s thinking** without exposing internal strategy.
* You’re managing multiple similar listings and need **memory + context**, not guesswork.
---

### Step-by-step instructions

#### Option 1: Internal Notes (Best for agent-only context)
Use these for anything you **do not want the buyer to see**.

1. Open the portfolio.
2. Open the property you want to add a note to.
3. Locate the **Private notes** section on the property details page.
4. Add your note (e.g., pricing opinion, legal risk, seller behavior).
5. Save.

|| Visibility: Only you and your team member if you assigned them to the portfolio. Buyer sees: Nothing

#### Option 2: Buyer-Visible Notes (Best for guiding client decisions)
Use these to add **clarity and framing** for the buyer.

1. Open the portfolio and select the property.
2. Go to the **Property description** section.
3. Add a headline in the description section, e.g., **Expert Note**.
4. Write clear, neutral, value-adding context (e.g., “Strong layout, but north-facing living room”).
5. Save.

|| Visibility: Buyer + agent Buyer sees: Exactly what you write
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### What to put in each note type

#### Internal notes - put this here
* Negotiation strategy
* Legal or documentation concerns
* Price anchoring thoughts
* Seller motivation or reliability
* Comparisons to rejected properties

**If reading this note would weaken your leverage → it’s internal.**

#### Buyer-visible notes - put this here
* Why this property fits (or partially fits) their criteria
* Trade-offs explained in plain language
* Things they might miss on first glance
* Viewing guidance (“Worth seeing in person for light and layout”)

**If it helps the buyer decide faster → it’s buyer-visible.**
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### Common issues & tips
* **Oversharing risk:**
   We recommend not pasting internal thoughts into buyer notes “just to be transparent.” Transparency does not mean sharing raw analysis.
* **Tone mismatch:**
   Buyer notes should be calm and neutral. Internal notes can be more direct.
* **Duplication:**
   Avoid repeating the same note in both places. Decide once where it belongs.
* **Accuracy check:**
   Ensure buyer-visible notes are fact-checked and defensible. Assume they may be reread later.
* **System habit:**
   Write the internal note **first**, then decide what (if anything) should be translated into buyer language.
---

### Related articles

* [How to Organize Properties Around a Specific Buyer](https://propwise.crisp.help/en/article/how-to-organize-properties-around-a-specific-buyer-7x1lli/)
* [How to Share a Portfolio with Your Client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)
* [Portfolio Management Best Practices](https://propwise.crisp.help/en/article/what-are-some-best-practices-for-managing-portfolios-rcdha1/)