NOTE: Any of the tips that appear with a GREEN CHECKMARK in the mind map is available as a free Evernote real estate template and you will receive that template when you sign up at the link in the center of the mind map. Use Evernote for real estate marketing, real estate business management, real estate risk management, and transaction management. Get FREE real estate templates for Evernote here: http://therealtygram.com/evernote

1. MarketingMarketingMarketingMarketing
Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.Create SOP for new listing marketing plan.
Create SOP for Public Open HouseCreate SOP for Public Open HouseCreate SOP for Public Open HouseCreate SOP for Public Open House
Create SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open House
Create SOP for Private,Create SOP for Private,Create SOP for Private,Create SOP for Private,
"Inviration Only" Open House"Inviration Only" Open House"Inviration Only" Open House"Inviration Only" Open House
Create a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keyword
research for marketing andresearch for marketing andresearch for marketing andresearch for marketing and
advertising.advertising.advertising.advertising.
Google+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklist
for online marketing.for online marketing.for online marketing.for online marketing.
Use browser web clipping tools to saveUse browser web clipping tools to saveUse browser web clipping tools to saveUse browser web clipping tools to save
research information for future blogresearch information for future blogresearch information for future blogresearch information for future blog
posts.posts.posts.posts.
Create an editorial planningCreate an editorial planningCreate an editorial planningCreate an editorial planning
calendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and use
reminders.reminders.reminders.reminders.
Create a form to track advertisingCreate a form to track advertisingCreate a form to track advertisingCreate a form to track advertising
and marketing conversionand marketing conversionand marketing conversionand marketing conversion
metrics.metrics.metrics.metrics.
Create a list of all your blogs,Create a list of all your blogs,Create a list of all your blogs,Create a list of all your blogs,
with URLs and log inwith URLs and log inwith URLs and log inwith URLs and log in
credentials.credentials.credentials.credentials.
Create a list of all yourCreate a list of all yourCreate a list of all yourCreate a list of all your
bookmarking accounts.bookmarking accounts.bookmarking accounts.bookmarking accounts.
Create a video timeline andCreate a video timeline andCreate a video timeline andCreate a video timeline and
scripting template.scripting template.scripting template.scripting template.
Create an Evernote to list the names andCreate an Evernote to list the names andCreate an Evernote to list the names andCreate an Evernote to list the names and
URLs of all the Facebook groups you belongURLs of all the Facebook groups you belongURLs of all the Facebook groups you belongURLs of all the Facebook groups you belong
to.to.to.to.
Create an Evernote to list all theCreate an Evernote to list all theCreate an Evernote to list all theCreate an Evernote to list all the
Facebook pages you like.Facebook pages you like.Facebook pages you like.Facebook pages you like.
Create an Evernote to list allCreate an Evernote to list allCreate an Evernote to list allCreate an Evernote to list all
the LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups you
belong to.belong to.belong to.belong to.
Create a Social Media Plan in aCreate a Social Media Plan in aCreate a Social Media Plan in aCreate a Social Media Plan in a
series of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicated
notebook.notebook.notebook.notebook.
Create a list of media sites toCreate a list of media sites toCreate a list of media sites toCreate a list of media sites to
send your press releases.send your press releases.send your press releases.send your press releases.
Create a press release planning calendar.Create a press release planning calendar.Create a press release planning calendar.Create a press release planning calendar.
Create an Evernote press release template.Create an Evernote press release template.Create an Evernote press release template.Create an Evernote press release template.
Transaction ManagementTransaction ManagementTransaction ManagementTransaction Management
Create a notebook for TEAMCreate a notebook for TEAMCreate a notebook for TEAMCreate a notebook for TEAM
sharingsharingsharingsharing
Forward Google Voice (and similar services)Forward Google Voice (and similar services)Forward Google Voice (and similar services)Forward Google Voice (and similar services)
audio and transcription relating to transactions toaudio and transcription relating to transactions toaudio and transcription relating to transactions toaudio and transcription relating to transactions to
corresponding Evernote.corresponding Evernote.corresponding Evernote.corresponding Evernote.
Document utility meter readingsDocument utility meter readingsDocument utility meter readingsDocument utility meter readings
prior to close of eescrow.prior to close of eescrow.prior to close of eescrow.prior to close of eescrow.
Create a notebook for a virtual assistantCreate a notebook for a virtual assistantCreate a notebook for a virtual assistantCreate a notebook for a virtual assistant
with notes and instructions andwith notes and instructions andwith notes and instructions andwith notes and instructions and
checkboxes.checkboxes.checkboxes.checkboxes.
Listing intake formListing intake formListing intake formListing intake form
Create a note with pics and audio notes eachCreate a note with pics and audio notes eachCreate a note with pics and audio notes eachCreate a note with pics and audio notes each
time you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.time you visit a listing to show it or inspect it.
Buyer intake formBuyer intake formBuyer intake formBuyer intake form
Buyer qualification formBuyer qualification formBuyer qualification formBuyer qualification form
Use Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings fromUse Evernote Web clipper to grab listings from
third-party websites and send them to yourthird-party websites and send them to yourthird-party websites and send them to yourthird-party websites and send them to your
client and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospect
Notebook.Notebook.Notebook.Notebook.
Create rules in your email client so that every time aCreate rules in your email client so that every time aCreate rules in your email client so that every time aCreate rules in your email client so that every time a
BUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,BUYER or SELLER is mentioned by name in an email,
that email is sent automatically to a correspondingthat email is sent automatically to a correspondingthat email is sent automatically to a correspondingthat email is sent automatically to a corresponding
Evernote folder.Evernote folder.Evernote folder.Evernote folder.
Document home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE andDocument home inspection repairs with BEFORE and
AFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. UseAFTER photos and notes in client transaction notebook. Use
your cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don'tyour cell phone on site to send photos to the folder. Don't
wait!wait!wait!wait!
LAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and send
photos and text notes to Evernote before stakesphotos and text notes to Evernote before stakesphotos and text notes to Evernote before stakesphotos and text notes to Evernote before stakes
are removed.are removed.are removed.are removed.
Risk ManagementRisk ManagementRisk ManagementRisk Management
Create a list of all listingCreate a list of all listingCreate a list of all listingCreate a list of all listing
syndication sites managed by thesyndication sites managed by thesyndication sites managed by thesyndication sites managed by the
brokerage.brokerage.brokerage.brokerage.
Create a list for each agent of listingCreate a list for each agent of listingCreate a list for each agent of listingCreate a list for each agent of listing
sites where they post property listingsites where they post property listingsites where they post property listingsites where they post property listing
data.data.data.data.
Create a list of software withCreate a list of software withCreate a list of software withCreate a list of software with
purchase details and licensepurchase details and licensepurchase details and licensepurchase details and license
information.information.information.information.
List all domain names, expirationList all domain names, expirationList all domain names, expirationList all domain names, expiration
dates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admin
details.details.details.details.
Document home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs with
text and photos and audio notes intext and photos and audio notes intext and photos and audio notes intext and photos and audio notes in
Evernote.Evernote.Evernote.Evernote.
List all websites, hostingList all websites, hostingList all websites, hostingList all websites, hosting
information, payment details.information, payment details.information, payment details.information, payment details.
Use Google+ Hangout checklist forUse Google+ Hangout checklist forUse Google+ Hangout checklist forUse Google+ Hangout checklist for
sales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions for
agents.agents.agents.agents.
Take inventory of all digital property you bought orTake inventory of all digital property you bought orTake inventory of all digital property you bought orTake inventory of all digital property you bought or
licensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Include
source, payment information, and license details.source, payment information, and license details.source, payment information, and license details.source, payment information, and license details.
ESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and sendESI TIP: Tag important Tweets and send
them to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when there
is an interaction with a consumer.is an interaction with a consumer.is an interaction with a consumer.is an interaction with a consumer.
ESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks betweenESI TIP: Create shared Notebooks between
broker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communications
between consumers and real estate licensees.between consumers and real estate licensees.between consumers and real estate licensees.between consumers and real estate licensees.
Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,Send a PDF of your broker policy manuals to Evernote,
including your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy andincluding your "Real Estate Social Media Policy and
Procedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it atProcedure Manual." Don't have it yet? You can get it at
http://therealtygram.com/policymanualhttp://therealtygram.com/policymanualhttp://therealtygram.com/policymanualhttp://therealtygram.com/policymanual
Enact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage andEnact an Evernote sharing policy that protects you, your brokerage and
your clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your socialyour clients and reduces your liability. Incude that policy in your social
media policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms likemedia policy manual. (Consider other online sharing platforms like
Dropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policyDropbox and Box.net and include them in your overall sharing policy
statement.)statement.)statement.)statement.)
Retain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to review
your online tools for compliance andyour online tools for compliance andyour online tools for compliance andyour online tools for compliance and
security.security.security.security.
ESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file NotebooksESI TIP: Copy completed transaction file Notebooks
and burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least oneand burn them to CDs or DVDs ... keep at least one
copy for brokerage archive and share a copy withcopy for brokerage archive and share a copy withcopy for brokerage archive and share a copy withcopy for brokerage archive and share a copy with
client.client.client.client.
ESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF inESI TIP: Print all text notes to PDF in
closed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure broker
has copy.has copy.has copy.has copy.
ReferralsReferralsReferralsReferrals
Create a checkbox list of strategic partners andCreate a checkbox list of strategic partners andCreate a checkbox list of strategic partners andCreate a checkbox list of strategic partners and
create a plan to contact them in variouscreate a plan to contact them in variouscreate a plan to contact them in variouscreate a plan to contact them in various
channels on a regular basis.channels on a regular basis.channels on a regular basis.channels on a regular basis.
Create a list of nerworking groupsCreate a list of nerworking groupsCreate a list of nerworking groupsCreate a list of nerworking groups
where you can connect withwhere you can connect withwhere you can connect withwhere you can connect with
consumers.consumers.consumers.consumers.
Create a list of close friends and family toCreate a list of close friends and family toCreate a list of close friends and family toCreate a list of close friends and family to
mine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere of
influence.influence.influence.influence.
Create a list of all inboundCreate a list of all inboundCreate a list of all inboundCreate a list of all inbound
referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.
Create list of all outboundCreate list of all outboundCreate list of all outboundCreate list of all outbound
referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.referrals in the last 12 months.
Track testimonials andTrack testimonials andTrack testimonials andTrack testimonials and
reviews people have givenreviews people have givenreviews people have givenreviews people have given
you.you.you.you.
Track testimonials and reviewTrack testimonials and reviewTrack testimonials and reviewTrack testimonials and review
you have written for others.you have written for others.you have written for others.you have written for others.
Create a referral form to track outboundCreate a referral form to track outboundCreate a referral form to track outboundCreate a referral form to track outbound
referrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and other
notes.notes.notes.notes.
Use Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' jobUse Evernote Web Clipper to save notes about clients' job
promotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and other
community information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referral
opportunitiesopportunitiesopportunitiesopportunities
Recruiting and RetentionRecruiting and RetentionRecruiting and RetentionRecruiting and Retention
Create a list of prospective recruits and a timedCreate a list of prospective recruits and a timedCreate a list of prospective recruits and a timedCreate a list of prospective recruits and a timed
action plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online and
offline. Use checkboxes.offline. Use checkboxes.offline. Use checkboxes.offline. Use checkboxes.
Create an intake form forCreate an intake form forCreate an intake form forCreate an intake form for
prospective new recruits.prospective new recruits.prospective new recruits.prospective new recruits.
Get ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedInGet ambitous and amp up your LinkedIn engagement in LinkedIn
groups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for newgroups. Use the Evernote Web Clpper to gather intelligence for new
client attraction strategies and to measure your business againsclient attraction strategies and to measure your business againsclient attraction strategies and to measure your business againsclient attraction strategies and to measure your business agains
your competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesomeyour competition. LinkedIn and Evernote make an awesome
marriage.marriage.marriage.marriage.
Create an agent social media engagement form forCreate an agent social media engagement form forCreate an agent social media engagement form forCreate an agent social media engagement form for
ease in finding posts to engage and show support. Useease in finding posts to engage and show support. Useease in finding posts to engage and show support. Useease in finding posts to engage and show support. Use
this form for existing agents and prospective agentthis form for existing agents and prospective agentthis form for existing agents and prospective agentthis form for existing agents and prospective agent
recruits.recruits.recruits.recruits.
Business ManagementBusiness ManagementBusiness ManagementBusiness Management
Each time you make an equipment purchase, create anEach time you make an equipment purchase, create anEach time you make an equipment purchase, create anEach time you make an equipment purchase, create an
Evernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warranty
details, contact inforation, and link to the operatingdetails, contact inforation, and link to the operatingdetails, contact inforation, and link to the operatingdetails, contact inforation, and link to the operating
manual.manual.manual.manual.
Forward PDFs of all operating manuals toForward PDFs of all operating manuals toForward PDFs of all operating manuals toForward PDFs of all operating manuals to
Evernote folder and link to equipment pagesEvernote folder and link to equipment pagesEvernote folder and link to equipment pagesEvernote folder and link to equipment pages
(noted above).(noted above).(noted above).(noted above).
Scan all paper receipts and documents related toScan all paper receipts and documents related toScan all paper receipts and documents related toScan all paper receipts and documents related to
business and send the digital record diretly tobusiness and send the digital record diretly tobusiness and send the digital record diretly tobusiness and send the digital record diretly to
Evernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobileEvernore. You can use a scanner or your mobile
camera.camera.camera.camera.
Use audio link to send messages to staff.Use audio link to send messages to staff.Use audio link to send messages to staff.Use audio link to send messages to staff.
Upgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhancedUpgrade to Professional Version of Evernote for enhanced
OCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overall
efficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.efficiency using the platform. At $45/year this is a no-braier.
Read "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By DeanRead "Evernote for Real Estate" By Dean
Oulette. Order it here:Oulette. Order it here:Oulette. Order it here:Oulette. Order it here:
http://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebookhttp://therealtygram.com/evernotebook
Create a list of all the Membership sites youCreate a list of all the Membership sites youCreate a list of all the Membership sites youCreate a list of all the Membership sites you
belong to, with clickable URL and log inbelong to, with clickable URL and log inbelong to, with clickable URL and log inbelong to, with clickable URL and log in
credentials.credentials.credentials.credentials.
Create a list of all the training programs whereCreate a list of all the training programs whereCreate a list of all the training programs whereCreate a list of all the training programs where
you are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log inyou are enrolled, with clickable URL and log in
credentials.credentials.credentials.credentials.
Use Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect marketUse Evernote Web Clipper and to collect market
intelligence and current events you can share atintelligence and current events you can share atintelligence and current events you can share atintelligence and current events you can share at
office meetings.office meetings.office meetings.office meetings.
Scan business cards when you meet newScan business cards when you meet newScan business cards when you meet newScan business cards when you meet new
vendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networking
events.events.events.events.
Schedule an office training calendar so broker,Schedule an office training calendar so broker,Schedule an office training calendar so broker,Schedule an office training calendar so broker,
agents, and support staff can be proficient withagents, and support staff can be proficient withagents, and support staff can be proficient withagents, and support staff can be proficient with
Evernote.Evernote.Evernote.Evernote.
Direct all inbound faxes to a dedicatedDirect all inbound faxes to a dedicatedDirect all inbound faxes to a dedicatedDirect all inbound faxes to a dedicated
Evernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to corresponding
folder.folder.folder.folder.
Use several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, including
one that synchs manually for addedone that synchs manually for addedone that synchs manually for addedone that synchs manually for added
security.security.security.security.
Join the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group atJoin the awesome Evernote Facebook Group at
https://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/https://www.facebook.com/groups/EvernoteforRealEstate/
75 Tips To Leverage75 Tips To Leverage75 Tips To Leverage75 Tips To Leverage
Evernote for Real EstateEvernote for Real EstateEvernote for Real EstateEvernote for Real Estate
Get FREE Templates:Get FREE Templates:Get FREE Templates:Get FREE Templates:
TheRealtyGram.com/evernoteTheRealtyGram.com/evernoteTheRealtyGram.com/evernoteTheRealtyGram.com/evernote