Home Records

By the end of this guide you’ll know what belongs in Home Records, how to ask about it, add to it, and correct it, and exactly what “private” does and doesn’t mean for a record you’d rather keep to yourself.

What belongs here

Home Records holds the paperwork that governs the property itself, kept apart from the inventory of things inside it: insurance policies, HOA covenants, your deed and survey, mortgage documents, permits, builder or home warranties, tax records, and an Other category for anything that doesn’t fit neatly. Think of it as the paperwork about the property, rather than about anything you could pick up and move. It’s part of the base product, free and always on — nothing here waits on a subscription.

Ask, and she’ll cite the title and page

Home Records are searchable the same way your manuals are — she reads the actual document and tells you where the answer came from.

Try: “What’s my hurricane deductible?”
Try: “Am I allowed to paint my front door red?”
Try: “When does my flood insurance renew?”

Browsing it directly

Asking isn’t the only way in. The Home Records page in the web app lists everything you’ve filed, grouped by category, and opens each one to its title and the document itself — useful when you’d rather skim what’s on file than ask about one thing in particular.

Records you mark private

Some categories — a deed, a mortgage, a tax filing — are marked private by default, because they’re the kind of paperwork most people would rather keep to themselves; you can mark any other record the same way, or move a default one back to standard, per record, whenever you choose. A private record is not invisible: she can tell you it exists, name it, and give you its dates. What she can’t do is read its contents or use them to answer a question, unless you’ve opted that specific record back in.

Try: “Do I have a deed on file?”

Filing a document from chat

Attach a PDF in a chat message and ask her to file it, and it becomes a Home Record without you opening a form.

Try: [attach the PDF] “File this as my new homeowner’s policy.”

She’ll ask you to confirm before it’s actually filed — a one-tap check, the same as any other change she makes on your say-so. Once it’s filed, it’s searchable the same way as everything else here: ask about it in the next message, or come back to it months later.

Correcting a field

Caught something wrong — a renewal date she read as an expiration, a name misspelled — say so, and she fixes the field directly rather than making you hunt through the record’s own page.

Try: “The expiration date you pulled for my policy is wrong, it should be March.”

One exception: a record you’ve marked private isn’t something she can reach into to correct either, by the same rule that keeps her from reading it. Fix those directly on the record’s own page instead.

She already knows who to call

File your insurance policy and she’s read the agent’s name, phone number, and email straight off it — she’ll offer to add them as a service provider, so you’re not hunting the declarations page down the next time you need to make a call. It’s a small thing, but it means the paperwork you filed for one reason quietly does a second job without you having to ask for it.

The same path as everything else

Worth knowing

A record you haven’t marked private is treated like any other question you ask her: if answering it needs a cloud AI, that request travels the same path, under the same terms, as the rest of your conversation. Marking a record private is what actually keeps it out of that path — nothing else about a standard record is handled differently. Read the full honesty-about-the-cloud terms on the Trust page.