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How-to: Saving & comparing properties

Keep the properties you care about, and line up your finalists side by side to see which one wins.

Who this is for: everyone — saving is free on every plan; side-by-side comparison is a Professional-tier feature. Where: the star on any property card or report; finalists in the Compare view (/compare). Time: ~1 min.


Saving a property

  1. On any property card or report, click the star / Save.
  2. Optionally add notes and tags.
  3. Saved properties appear under the Property tab (/reports) and on your

Dashboard.

To remove, click the star again (unsave). Agents/lenders/brokers can assign a saved property to a client — see Clients & deals.

Saving is durable and tied to your account, so saved homes follow you across devices. They remain accessible even on the free tier after a downgrade.


Comparing properties (up to 3)

Side-by-side comparison is a Professional-tier feature — on a lower plan the Compare button prompts an upgrade.

  1. Toggle Compare on up to three properties (from search results or cards).
  2. Open the Compare view (/compare).
  3. See risk, cost to insure, carriers, insurability, and valuation lined up

column-by-column so differences pop.

The compare selection is remembered as you browse (it's stored locally, capped at 3). If you try to add a fourth, remove one first.

Tip: the AI Advisor can suggest which properties to compare from your saved set — just ask it.

Troubleshooting

  • Compare is locked / prompts an upgrade → side-by-side comparison is a

Professional-tier feature; see Billing & plans.

  • Can't add a 4th property to compare → the limit is 3; deselect one.
  • A saved property disappeared → check you're signed into the same account; saves are

per-user. See Account & login.

  • Compare selection reset → the selection is device-local; it can clear if you switch

devices or clear site data.


Do this next

Once you've picked a finalist, move toward binding — or hand it to a client.

Now AI-native

From hazard report to real carrier quotes & pricing

The CoverGuard Advisor reads the risk, finds the carriers writing it, and pulls back live quotes — with every number sourced and auditable.