BankProspector - Notes

Notes

Notes let you keep a running log of information about a bank right inside BankProspector. Think of it like a CRM notepad — every conversation, observation, or to-do can live here.

Adding a Note

You can add notes in two places:

• On a bank’s Overview tab: You’ll see a Notes card at the top. Click it to add your first note or view existing ones.
• From My Work > Notes: View all your notes across all banks in one place.

Just type your note and save. Each note is timestamped so you can track your history.

Editing and Deleting Notes

You can edit any note by clicking on it, or delete it by clicking the trash icon. A confirmation prompt will appear before anything is removed.

💡 Tip: Use notes to document every conversation with a bank contact. “Spoke with John on 2/10 — bank reviewing their CRE portfolio in Q2. Said to call back in April.” Future you will thank you.