Real Estate and Evernote are a perfect combination! Real Estate transactions require lots of data, paper and the ability to share. Using Evernote to get organized only makes sense when you consider the ease of having this information at your fingertips 24/7 by using Evernote.
6. What can Evernote do?
• core functionality is
storing your notes and
syncing them across
various devices
• notes can be stored in
notebooks and/or tagged
with keywords so they
can be easily found
7. Notebooks
• You create Notebooks to
store notes
• You can create as many
or as few as you want
• Notebooks can be
“stacked” with themed
items or just misc. to
keep your dashboard neat
21. Real Estate Uses
• Create Client File
• Share MLS Sheets of
homes (instead of
printing)
• Save RPR Demographics
for each neighborhood
• Store copies of contract,
addendums, etc
22. Listing Prep
• Remember all the details;
take photos while touring
home
• Store docs for HOA,
addendums, etc
• Create a Template for
MLS data
24. Office Documents
• CMA Support
• Referral Agreements
• Office Contact list
• Office Policy & Procedure Manual
• Vacation Notice Forms
• New Hire Docs
25. Evernote as Backup
• Text message automatically to EN via IFTTT
• IFTTT to send “starred” messages in gMail
• Dropbox sync to Evernote -3rd party fee
sites
• Manually import/export files from desktop
26. How to Get Started
• Go to Evernote.com and create an account
• Download the software to your desktop and mobile
devices
• Pick a project, plan a vacation, create a recipe notebook,
something simple
• Practice the various methods of inputting the data
• Use “tags” for searching
• “Stack” a couple notebooks
• Try sending a note to a friend