Preference records are useful only when they stay current, specific, and owned. The visible publication date for this article is September 2, 2026.
Separate fact from inference
Record what the buyer said, when they said it, and what remains unanswered. Do not turn a neighborhood preference into a conclusion about identity, finances, or willingness to compromise.
Create a review moment
An assistant can reconcile notes, identify stale fields, and prepare questions. The agent confirms priorities with the client and owns advice, property suitability, and negotiation.
Keep the record useful
Use a short set of fields: must-have, flexible, timing, access, decision participants, and next conversation. Add an owner and review date to every open question.
Protect trust
Limit access, avoid unnecessary sensitive detail, and correct the record when the client changes direction. Accuracy is part of the luxury experience.