Marketing Marketing Marketing Marketing 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 House Create SOP for Public Open House Create SOP for Public Open House Create SOP for Public Open House Create SOP for Broker Open House Create SOP for Broker Open House Create SOP for Broker Open House Create 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 keyword Create a Notebook for keyword Create a Notebook for keyword Create a Notebook for keyword research for marketing and research for marketing and research for marketing and research for marketing and advertising. advertising. advertising. advertising. Google+ Hangout checklist Google+ Hangout checklist Google+ Hangout checklist Google+ Hangout checklist for online marketing. for online marketing. for online marketing. for online marketing. Use browser web clipping tools to save Use browser web clipping tools to save Use browser web clipping tools to save Use browser web clipping tools to save research information for future blog research information for future blog research information for future blog research information for future blog posts. posts. posts. posts. Create an editorial planning Create an editorial planning Create an editorial planning Create an editorial planning calendar in Evernote and use calendar in Evernote and use calendar in Evernote and use calendar in Evernote and use reminders. reminders. reminders. reminders. Create a form to track advertising Create a form to track advertising Create a form to track advertising Create a form to track advertising and marketing conversion and marketing conversion and marketing conversion and 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 in with URLs and log in with URLs and log in with URLs and log in credentials. credentials. credentials. credentials. Create a list of all your Create a list of all your Create a list of all your Create a list of all your bookmarking accounts. bookmarking accounts. bookmarking accounts. bookmarking accounts. Create a video timeline and Create a video timeline and Create a video timeline and Create a video timeline and scripting template. scripting template. scripting template. scripting template. Create an Evernote to list the names and Create an Evernote to list the names and Create an Evernote to list the names and Create an Evernote to list the names and URLs of all the Facebook groups you belong URLs of all the Facebook groups you belong URLs of all the Facebook groups you belong URLs of all the Facebook groups you belong to. to. to. to. Create an Evernote to list all the Create an Evernote to list all the Create an Evernote to list all the Create 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 all Create an Evernote to list all Create an Evernote to list all Create an Evernote to list all the LinkedIn groups you the LinkedIn groups you the LinkedIn groups you the LinkedIn groups you belong to. belong to. belong to. belong to. Create a Social Media Plan in a Create a Social Media Plan in a Create a Social Media Plan in a Create a Social Media Plan in a series of notes in a dedicated series of notes in a dedicated series of notes in a dedicated series of notes in a dedicated notebook. notebook. notebook. notebook. Create a list of media sites to Create a list of media sites to Create a list of media sites to Create 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 Management Transaction Management Transaction Management Transaction Management Create a notebook for TEAM Create a notebook for TEAM Create a notebook for TEAM Create a notebook for TEAM sharing sharing sharing sharing 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 to audio and transcription relating to transactions to audio and transcription relating to transactions to audio and transcription relating to transactions to corresponding Evernote. corresponding Evernote. corresponding Evernote. corresponding Evernote. Document utility meter readings Document utility meter readings Document utility meter readings Document 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 assistant Create a notebook for a virtual assistant Create a notebook for a virtual assistant Create a notebook for a virtual assistant with notes and instructions and with notes and instructions and with notes and instructions and with notes and instructions and checkboxes. checkboxes. checkboxes. checkboxes. Listing intake form Listing intake form Listing intake form Listing intake form Create a note with pics and audio notes each Create a note with pics and audio notes each Create a note with pics and audio notes each Create 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 form Buyer intake form Buyer intake form Buyer intake form Buyer qualification form Buyer qualification form Buyer qualification form Buyer qualification form Use Evernote Web clipper to grab listings from Use Evernote Web clipper to grab listings from Use Evernote Web clipper to grab listings from Use Evernote Web clipper to grab listings from third-party websites and send them to your third-party websites and send them to your third-party websites and send them to your third-party websites and send them to your client and c.c. corresponding client/prospect client and c.c. corresponding client/prospect client and c.c. corresponding client/prospect client and c.c. corresponding client/prospect Notebook. Notebook. Notebook. Notebook. Create rules in your email client so that every time a Create rules in your email client so that every time a Create rules in your email client so that every time a Create 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 corresponding that email is sent automatically to a corresponding that email is sent automatically to a corresponding that email is sent automatically to a corresponding Evernote folder. Evernote folder. Evernote folder. Evernote folder. Document home inspection repairs with BEFORE and Document home inspection repairs with BEFORE and Document home inspection repairs with BEFORE and Document home inspection repairs with BEFORE and AFTER photos and notes in client transaction notebook. Use AFTER photos and notes in client transaction notebook. Use AFTER photos and notes in client transaction notebook. Use AFTER photos and notes in client transaction notebook. Use your cell phone on site to send photos to the folder. Don't your cell phone on site to send photos to the folder. Don't your cell phone on site to send photos to the folder. Don't your cell phone on site to send photos to the folder. Don't wait! wait! wait! wait! LAND SURVEYS - Photograph stakes and send LAND SURVEYS - Photograph stakes and send LAND SURVEYS - Photograph stakes and send LAND SURVEYS - Photograph stakes and send photos and text notes to Evernote before stakes photos and text notes to Evernote before stakes photos and text notes to Evernote before stakes photos and text notes to Evernote before stakes are removed. are removed. are removed. are removed. Risk Management Risk Management Risk Management Risk Management Create a list of all listing Create a list of all listing Create a list of all listing Create a list of all listing syndication sites managed by the syndication sites managed by the syndication sites managed by the syndication sites managed by the brokerage. brokerage. brokerage. brokerage. Create a list for each agent of listing Create a list for each agent of listing Create a list for each agent of listing Create a list for each agent of listing sites where they post property listing sites where they post property listing sites where they post property listing sites where they post property listing data. data. data. data. Create a list of software with Create a list of software with Create a list of software with Create a list of software with purchase details and license purchase details and license purchase details and license purchase details and license information. information. information. information. List all domain names, expiration List all domain names, expiration List all domain names, expiration List all domain names, expiration dates, domain hosts, and admin dates, domain hosts, and admin dates, domain hosts, and admin dates, domain hosts, and admin details. details. details. details. Document home inspections tagalongs with Document home inspections tagalongs with Document home inspections tagalongs with Document home inspections tagalongs with text and photos and audio notes in text and photos and audio notes in text and photos and audio notes in text and photos and audio notes in Evernote. Evernote. Evernote. Evernote. List all websites, hosting List all websites, hosting List all websites, hosting List all websites, hosting information, payment details. information, payment details. information, payment details. information, payment details. Use Google+ Hangout checklist for Use Google+ Hangout checklist for Use Google+ Hangout checklist for Use Google+ Hangout checklist for sales meetings and training sessions for sales meetings and training sessions for sales meetings and training sessions for sales meetings and training sessions for agents. agents. agents. agents. Take inventory of all digital property you bought or Take inventory of all digital property you bought or Take inventory of all digital property you bought or Take inventory of all digital property you bought or licensed including photos and videos. Include licensed including photos and videos. Include licensed including photos and videos. Include licensed 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 send ESI TIP: Tag important Tweets and send ESI TIP: Tag important Tweets and send ESI TIP: Tag important Tweets and send them to your Evernote Notebook when there them to your Evernote Notebook when there them to your Evernote Notebook when there them 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 between ESI TIP: Create shared Notebooks between ESI TIP: Create shared Notebooks between ESI TIP: Create shared Notebooks between broker and agent for all communications broker and agent for all communications broker and agent for all communications broker 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 and including your "Real Estate Social Media Policy and including your "Real Estate Social Media Policy and including your "Real Estate Social Media Policy and Procedure Manual." Don't have it yet? You can get it at Procedure Manual." Don't have it yet? You can get it at Procedure Manual." Don't have it yet? You can get it at Procedure Manual." Don't have it yet? You can get it at http://therealtygram.com/policymanual http://therealtygram.com/policymanual http://therealtygram.com/policymanual http://therealtygram.com/policymanual Enact an Evernote sharing policy that protects you, your brokerage and Enact an Evernote sharing policy that protects you, your brokerage and Enact an Evernote sharing policy that protects you, your brokerage and Enact an Evernote sharing policy that protects you, your brokerage and your clients and reduces your liability. Incude that policy in your social your clients and reduces your liability. Incude that policy in your social your clients and reduces your liability. Incude that policy in your social your clients and reduces your liability. Incude that policy in your social media policy manual. (Consider other online sharing platforms like media policy manual. (Consider other online sharing platforms like media policy manual. (Consider other online sharing platforms like media policy manual. (Consider other online sharing platforms like Dropbox and Box.net and include them in your overall sharing policy Dropbox and Box.net and include them in your overall sharing policy Dropbox and Box.net and include them in your overall sharing policy Dropbox and Box.net and include them in your overall sharing policy statement.) statement.) statement.) statement.) Retain a privacy specialist to review Retain a privacy specialist to review Retain a privacy specialist to review Retain a privacy specialist to review your online tools for compliance and your online tools for compliance and your online tools for compliance and your online tools for compliance and security. security. security. security. ESI TIP: Copy completed transaction file Notebooks ESI TIP: Copy completed transaction file Notebooks ESI TIP: Copy completed transaction file Notebooks ESI TIP: Copy completed transaction file Notebooks and burn them to CDs or DVDs ... keep at least one and burn them to CDs or DVDs ... keep at least one and burn them to CDs or DVDs ... keep at least one and burn them to CDs or DVDs ... keep at least one copy for brokerage archive and share a copy with copy for brokerage archive and share a copy with copy for brokerage archive and share a copy with copy for brokerage archive and share a copy with client. client. client. client. ESI TIP: Print all text notes to PDF in ESI TIP: Print all text notes to PDF in ESI TIP: Print all text notes to PDF in ESI TIP: Print all text notes to PDF in closed transaction file. Make sure broker closed transaction file. Make sure broker closed transaction file. Make sure broker closed transaction file. Make sure broker has copy. has copy. has copy. has copy. Referrals Referrals Referrals Referrals Create a checkbox list of strategic partners and Create a checkbox list of strategic partners and Create a checkbox list of strategic partners and Create a checkbox list of strategic partners and create a plan to contact them in various create a plan to contact them in various create a plan to contact them in various create 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 groups Create a list of nerworking groups Create a list of nerworking groups Create a list of nerworking groups where you can connect with where you can connect with where you can connect with where you can connect with consumers. consumers. consumers. consumers. Create a list of close friends and family to Create a list of close friends and family to Create a list of close friends and family to Create a list of close friends and family to mine referrals in your personal sphere of mine referrals in your personal sphere of mine referrals in your personal sphere of mine referrals in your personal sphere of influence. influence. influence. influence. Create a list of all inbound Create a list of all inbound Create a list of all inbound Create 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 outbound Create list of all outbound Create list of all outbound Create 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 and Track testimonials and Track testimonials and Track testimonials and reviews people have given reviews people have given reviews people have given reviews people have given you. you. you. you. Track testimonials and review Track testimonials and review Track testimonials and review Track 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 outbound Create a referral form to track outbound Create a referral form to track outbound Create a referral form to track outbound referrals - name of client, agents, and other referrals - name of client, agents, and other referrals - name of client, agents, and other referrals - name of client, agents, and other notes. notes. notes. notes. Use Evernote Web Clipper to save notes about clients' job Use Evernote Web Clipper to save notes about clients' job Use Evernote Web Clipper to save notes about clients' job Use Evernote Web Clipper to save notes about clients' job promotions, corporate relocation news, and other promotions, corporate relocation news, and other promotions, corporate relocation news, and other promotions, corporate relocation news, and other community information to follow relocation referral community information to follow relocation referral community information to follow relocation referral community information to follow relocation referral opportunities opportunities opportunities opportunities Recruiting and Retention Recruiting and Retention Recruiting and Retention Recruiting and Retention Create a list of prospective recruits and a timed Create a list of prospective recruits and a timed Create a list of prospective recruits and a timed Create a list of prospective recruits and a timed action plan for contacting them online and action plan for contacting them online and action plan for contacting them online and action plan for contacting them online and offline. Use checkboxes. offline. Use checkboxes. offline. Use checkboxes. offline. Use checkboxes. Create an intake form for Create an intake form for Create an intake form for Create 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 LinkedIn Get ambitous and amp up your LinkedIn engagement in LinkedIn Get ambitous and amp up your LinkedIn engagement in LinkedIn Get ambitous and amp up your LinkedIn engagement in LinkedIn groups. Use the Evernote Web Clpper to gather intelligence for new groups. Use the Evernote Web Clpper to gather intelligence for new groups. Use the Evernote Web Clpper to gather intelligence for new groups. Use the Evernote Web Clpper to gather intelligence for new client attraction strategies and to measure your business agains client attraction strategies and to measure your business agains client attraction strategies and to measure your business agains client attraction strategies and to measure your business agains your competition. LinkedIn and Evernote make an awesome your competition. LinkedIn and Evernote make an awesome your competition. LinkedIn and Evernote make an awesome your competition. LinkedIn and Evernote make an awesome marriage. marriage. marriage. marriage. Create an agent social media engagement form for Create an agent social media engagement form for Create an agent social media engagement form for Create an agent social media engagement form for ease in finding posts to engage and show support. Use ease in finding posts to engage and show support. Use ease in finding posts to engage and show support. Use ease in finding posts to engage and show support. Use this form for existing agents and prospective agent this form for existing agents and prospective agent this form for existing agents and prospective agent this form for existing agents and prospective agent recruits. recruits. recruits. recruits. Business Management Business Management Business Management Business Management Each time you make an equipment purchase, create an Each time you make an equipment purchase, create an Each time you make an equipment purchase, create an Each time you make an equipment purchase, create an Evernote with purchase price, vendor, warranty Evernote with purchase price, vendor, warranty Evernote with purchase price, vendor, warranty Evernote with purchase price, vendor, warranty details, contact inforation, and link to the operating details, contact inforation, and link to the operating details, contact inforation, and link to the operating details, contact inforation, and link to the operating manual. manual. manual. manual. Forward PDFs of all operating manuals to Forward PDFs of all operating manuals to Forward PDFs of all operating manuals to Forward PDFs of all operating manuals to Evernote folder and link to equipment pages Evernote folder and link to equipment pages Evernote folder and link to equipment pages Evernote folder and link to equipment pages (noted above). (noted above). (noted above). (noted above). Scan all paper receipts and documents related to Scan all paper receipts and documents related to Scan all paper receipts and documents related to Scan all paper receipts and documents related to business and send the digital record diretly to business and send the digital record diretly to business and send the digital record diretly to business and send the digital record diretly to Evernore. You can use a scanner or your mobile Evernore. You can use a scanner or your mobile Evernore. You can use a scanner or your mobile Evernore. 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 enhanced Upgrade to Professional Version of Evernote for enhanced Upgrade to Professional Version of Evernote for enhanced Upgrade to Professional Version of Evernote for enhanced OCR scanning, greater storage, and better overall OCR scanning, greater storage, and better overall OCR scanning, greater storage, and better overall OCR 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 Dean Read "Evernote for Real Estate" By Dean Read "Evernote for Real Estate" By Dean Read "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/evernotebook http://therealtygram.com/evernotebook http://therealtygram.com/evernotebook http://therealtygram.com/evernotebook Create a list of all the Membership sites you Create a list of all the Membership sites you Create a list of all the Membership sites you Create a list of all the Membership sites you belong to, with clickable URL and log in belong to, with clickable URL and log in belong to, with clickable URL and log in belong to, with clickable URL and log in credentials. credentials. credentials. credentials. Create a list of all the training programs where Create a list of all the training programs where Create a list of all the training programs where Create a list of all the training programs where you are enrolled, with clickable URL and log in you are enrolled, with clickable URL and log in you are enrolled, with clickable URL and log in you are enrolled, with clickable URL and log in credentials. credentials. credentials. credentials. Use Evernote Web Clipper and to collect market Use Evernote Web Clipper and to collect market Use Evernote Web Clipper and to collect market Use Evernote Web Clipper and to collect market intelligence and current events you can share at intelligence and current events you can share at intelligence and current events you can share at intelligence and current events you can share at office meetings. office meetings. office meetings. office meetings. Scan business cards when you meet new Scan business cards when you meet new Scan business cards when you meet new Scan business cards when you meet new vendors, attend meetings and networking vendors, attend meetings and networking vendors, attend meetings and networking vendors, 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 with agents, and support staff can be proficient with agents, and support staff can be proficient with agents, and support staff can be proficient with Evernote. Evernote. Evernote. Evernote. Direct all inbound faxes to a dedicated Direct all inbound faxes to a dedicated Direct all inbound faxes to a dedicated Direct all inbound faxes to a dedicated Evernote Notebook. Copy to corresponding Evernote Notebook. Copy to corresponding Evernote Notebook. Copy to corresponding Evernote Notebook. Copy to corresponding folder. folder. folder. folder. Use several Evernote stations, including Use several Evernote stations, including Use several Evernote stations, including Use several Evernote stations, including one that synchs manually for added one that synchs manually for added one that synchs manually for added one that synchs manually for added security. security. security. security. Join the awesome Evernote Facebook Group at Join the awesome Evernote Facebook Group at Join the awesome Evernote Facebook Group at Join 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 Leverage 75 Tips To Leverage 75 Tips To Leverage 75 Tips To Leverage Evernote for Real Estate Evernote for Real Estate Evernote for Real Estate Evernote for Real Estate Get FREE Templates: Get FREE Templates: Get FREE Templates: Get FREE Templates: TheRealtyGram.com/evernote TheRealtyGram.com/evernote TheRealtyGram.com/evernote TheRealtyGram.com/evernote
75 Tips to Leverage Evernote In Your Real Estate Business
May 09, 2015
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
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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 HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate SOP for Broker Open HouseCreate 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 HouseCreate a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keywordCreate a Notebook for keywordresearch for marketing andresearch for marketing andresearch for marketing andresearch for marketing andadvertising.advertising.advertising.advertising.
Google+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklistGoogle+ Hangout checklistfor 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 saveresearch information for future blogresearch information for future blogresearch information for future blogresearch information for future blogposts.posts.posts.posts.
Create an editorial planningCreate an editorial planningCreate an editorial planningCreate an editorial planningcalendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and usecalendar in Evernote and usereminders.reminders.reminders.reminders.
Create a form to track advertisingCreate a form to track advertisingCreate a form to track advertisingCreate a form to track advertisingand marketing conversionand marketing conversionand marketing conversionand marketing conversionmetrics.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 incredentials.credentials.credentials.credentials.
Create a list of all yourCreate a list of all yourCreate a list of all yourCreate a list of all yourbookmarking accounts.bookmarking accounts.bookmarking accounts.bookmarking accounts.Create a video timeline andCreate a video timeline andCreate a video timeline andCreate a video timeline andscripting 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 andURLs 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 belongto.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 theFacebook 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 allthe LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups youthe LinkedIn groups youbelong 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 aseries of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicatedseries of notes in a dedicatednotebook.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 tosend 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 TEAMsharingsharingsharingsharingForward 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 tocorresponding Evernote.corresponding Evernote.corresponding Evernote.corresponding Evernote.
Document utility meter readingsDocument utility meter readingsDocument utility meter readingsDocument utility meter readingsprior 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 assistantwith notes and instructions andwith notes and instructions andwith notes and instructions andwith notes and instructions andcheckboxes.checkboxes.checkboxes.checkboxes.
Listing intake formListing intake formListing intake formListing intake formCreate 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 eachtime 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 formBuyer qualification formBuyer qualification formBuyer qualification formBuyer qualification formUse 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 fromthird-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 yourclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectclient and c.c. corresponding client/prospectNotebook.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 aBUYER 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 correspondingEvernote 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 andAFTER 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. Useyour 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'twait!wait!wait!wait!
LAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendLAND SURVEYS - Photograph stakes and sendphotos 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 stakesare 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 listingsyndication sites managed by thesyndication sites managed by thesyndication sites managed by thesyndication sites managed by thebrokerage.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 listingsites where they post property listingsites where they post property listingsites where they post property listingsites where they post property listingdata.data.data.data.
Create a list of software withCreate a list of software withCreate a list of software withCreate a list of software withpurchase details and licensepurchase details and licensepurchase details and licensepurchase details and licenseinformation.information.information.information.
List all domain names, expirationList all domain names, expirationList all domain names, expirationList all domain names, expirationdates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admindates, domain hosts, and admindetails.details.details.details.
Document home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs withDocument home inspections tagalongs withtext and photos and audio notes intext and photos and audio notes intext and photos and audio notes intext and photos and audio notes inEvernote.Evernote.Evernote.Evernote.
List all websites, hostingList all websites, hostingList all websites, hostingList all websites, hostinginformation, 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 forsales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions forsales meetings and training sessions foragents.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 orlicensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Includelicensed including photos and videos. Includesource, 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 sendthem to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when therethem to your Evernote Notebook when thereis 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 betweenbroker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communicationsbroker and agent for all communicationsbetween 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 andProcedure 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 athttp://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 andyour 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 socialmedia 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 likeDropbox 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 policystatement.)statement.)statement.)statement.)
Retain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to reviewRetain a privacy specialist to reviewyour online tools for compliance andyour online tools for compliance andyour online tools for compliance andyour online tools for compliance andsecurity.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 Notebooksand 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 onecopy 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 withclient.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 inclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerclosed transaction file. Make sure brokerhas 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 andcreate 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 variouschannels 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 groupswhere you can connect withwhere you can connect withwhere you can connect withwhere you can connect withconsumers.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 tomine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere ofmine referrals in your personal sphere ofinfluence.influence.influence.influence.
Create a list of all inboundCreate a list of all inboundCreate a list of all inboundCreate a list of all inboundreferrals 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 outboundreferrals 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 andreviews people have givenreviews people have givenreviews people have givenreviews people have givenyou.you.you.you.
Track testimonials and reviewTrack testimonials and reviewTrack testimonials and reviewTrack testimonials and reviewyou 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 outboundreferrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and otherreferrals - name of client, agents, and othernotes.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' jobpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and otherpromotions, corporate relocation news, and othercommunity information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referralcommunity information to follow relocation referralopportunitiesopportunitiesopportunitiesopportunities
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 timedaction plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online andaction plan for contacting them online andoffline. 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 forprospective 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 LinkedIngroups. 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 newclient 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 againsyour 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 awesomemarriage.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 forease 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. Usethis 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 agentrecruits.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 anEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantyEvernote with purchase price, vendor, warrantydetails, 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 operatingmanual.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 toEvernote 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 tobusiness 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 toEvernore. 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 mobilecamera.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 enhancedOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallOCR scanning, greater storage, and better overallefficiency 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 DeanOulette. 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 youbelong 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 incredentials.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 whereyou 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 incredentials.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 marketintelligence 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 atoffice 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 newvendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networkingvendors, attend meetings and networkingevents.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 withEvernote.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 dedicatedEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingEvernote Notebook. Copy to correspondingfolder.folder.folder.folder.
Use several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, includingUse several Evernote stations, includingone that synchs manually for addedone that synchs manually for addedone that synchs manually for addedone that synchs manually for addedsecurity.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 athttps://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 LeverageEvernote for Real Estate Evernote for Real Estate Evernote for Real Estate Evernote for Real Estate
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