Get organized. Use Evernote for your Real Estate business. Learn some tips on how to use Evernote to get organized and grow your business

1. Retool Your Business
GET ORGANIZED!
Shared by Laurie Randazzo, RE/MAX Leading Edge

2. “I used to carry a notebook and pen
with me everywhere I went,
but have now completely transitioned
to having my entire business with the iPad.”
-Laurie Randazzo, RE/MAX Leading Edge

3. Evernote For Real Estate

4. Check Lists
 Seller check list
 Buyer check list
 Prospecting check list
Start small

5. Your Personal Notebook Library
Seller
Buyer
Prospect
Me

6. What Do You Put In A Notebook?
– Ideas for Seller Notebook | Buyer Notebook
– Taking notes & photos
– Emailing notes
– Keeping track of external emails & documents
– Search tags/keyworks
– Reminders

7. Cool Apps I Love
– Entertain your clients with apps for iPad
– Save Money with Snip Snap
– Dotloop
– The gift

8. Download Evernote
& create your account
Download links:
iPad – App Store
Android – Marketplace
On your computer

9. $5 per
Month

10. Goodbye Folders
It’s easy to store all types of Buyer information
– Client consultation notes
– Record Notes
– Photos of houses during property tour
– MLS sheets
– Educate your clients about the purchase process
– Suggested lender recommendations

11. Win Listings

12. Organize Your Listings
It’s easy to store all types of Seller information
– Pre Listing questions
– Pre Listing Photos
– Listing Calendar/Schedule
– Draft /Final MLS sheet
– Home selling process
– Suggested attorney recommendations
– Listing Checklist…set up reminders

13. Your Personal Notebook Library
 Seller
 123 Main St Reading
 55 Summer St Reading
 64 South St Reading
 Buyer
 John & Jane Smith
 Richard Williamson
 Susan Johns
 Prospect
 David Brandt
 James Turner
 Me
 Kids
 Me

14. The Simple Notebook

15. Very Organized Buyers

16. Property Tour

18. MLS Sheets

19. Buyer Feedback

20. The Camera Button
• You can add multiple photos to
one note with text
• Press the Camera button

21. Speak Into The Microphone
1. Tap the microphone
2. Rotate iPad horizontally
3. Speak with the iPad close to your mouth
4. Press Done when you are finished
5. Recording is saved with your note

22. Email it to them Directly
• So they can never forget exactly what they
loved about that home!
• Tap the note you want to email, tap the Send
to button at the bottom and choose Email

23. Add content via email
• mail subject as the note title
• email body as the note body
• source email address as the note author.
• Email direct to notebook
– @123 Main Street Reading
– add tags to the email subject like this:
#John Smith #buyer feedback
Subject: Property tour @123 Main Street Reading #John
Smith #buyer feedback

24. Networking Events

25. Business Cards

26. Fred

27. Templates… Templates…Templates
Templates
Listing Questionnaire
Buyer Questionnaire
Home Buying Process
Selling Process

29. Templates

30. Keep Your Client Busy

31. Realtor.com

33. Realtor.com
Download the Realtor.com App for free for iPad or for the Android

34. Clients can look up payments
Download the Mortgage Payment Calculator App for free for iPad or for the Android

35. I Love Skitch

36. doodle

38. Do you have any suggestions?
GET ORGANIZED!

39. Transaction Management

40. Dotloop.com

41. Client Gift

49. Thank You!