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Evernote For Real Estate
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Evernote for Real Estate

Sep 16, 2014

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Real Estate

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.
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Page 1: Evernote for Real Estate

EvernoteFor Real Estate

Page 2: Evernote for Real Estate

Access

• How many times have you been somewhere and needed a document that was somewhere else?

Page 3: Evernote for Real Estate

Do you save paper because you might need

it later?

Page 4: Evernote for Real Estate

Have you ever found yourself spending time looking for

something you know you have but...

Page 5: Evernote for Real Estate

Find Anything, Anytime, Anywhere

Evernote is a hybrid of offline an cloud based

systems

Page 6: Evernote for Real Estate

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

Page 7: Evernote for Real Estate

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

Page 8: Evernote for Real Estate

Like this...

Page 9: Evernote for Real Estate

Notes inside Notebooks can look like this...

Page 10: Evernote for Real Estate

Or this view as stored by date

Page 11: Evernote for Real Estate

Tagged Notes

• Instead of using Notebooks, use keywords to tag notes for finding later

• Create as many or as few tags as you want

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Tags can be few or many, it’s up to you.

Page 13: Evernote for Real Estate

Notes can be...• emails

• webpages

• audio

• video

• pictures

• text messages

• tweets

• pdf files

• business cards

Page 14: Evernote for Real Estate

Notebooks Can be

• Private (default)

• Shared by two or more people

• Public to the world

• Yes, access can be revoked at anytime!

Page 15: Evernote for Real Estate

Notes as Templates

• Repetitive tasks can be tracked with a template

• Create your own templates

• HINT: Search for templates shared by others!

Page 16: Evernote for Real Estate
Page 17: Evernote for Real Estate

Finding Notes

• Folders

• Tags

• Search

Page 18: Evernote for Real Estate

Reminders

Page 19: Evernote for Real Estate

Evernote is free...but

Page 20: Evernote for Real Estate

Premium offers more functionality

Page 21: Evernote for Real Estate

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

Page 22: Evernote for Real Estate

Listing Prep

• Remember all the details; take photos while touring home

• Store docs for HOA, addendums, etc

• Create a Template for MLS data

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Seller Prep• Share staging pointers

• Share marketing process

• Share showing feedback

• Share neighborhood market updates

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Office Documents• CMA Support

• Referral Agreements

• Office Contact list

• Office Policy & Procedure Manual

• Vacation Notice Forms

• New Hire Docs

• Closing Checklists

• Listing Checklists

• Advertising Guideline Checklist

Page 25: Evernote for Real Estate

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

Page 26: Evernote for Real Estate

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

Page 27: Evernote for Real Estate
Page 28: Evernote for Real Estate

Resource List

•http://goo.gl/1cwCo