Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Mortgage Broker-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice-note after the Henderson call: 'Send 3 rate scenarios, email State Farm for dec page, schedule appraisal for next week' — Christine creates tasks for each. Follow up on Thursday.”