EvernoteFor Real Estate
Access
• How many times have you been somewhere and needed a document that was somewhere else?
Do you save paper because you might need
it later?
Have you ever found yourself spending time looking for
something you know you have but...
Find Anything, Anytime, Anywhere
Evernote is a hybrid of offline an cloud based
systems
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
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
Like this...
Notes inside Notebooks can look like this...
Or this view as stored by date
Tagged Notes
• Instead of using Notebooks, use keywords to tag notes for finding later
• Create as many or as few tags as you want
Tags can be few or many, it’s up to you.
Notes can be...• emails
• webpages
• audio
• video
• pictures
• text messages
• tweets
• pdf files
• business cards
Notebooks Can be
• Private (default)
• Shared by two or more people
• Public to the world
• Yes, access can be revoked at anytime!
Notes as Templates
• Repetitive tasks can be tracked with a template
• Create your own templates
• HINT: Search for templates shared by others!
Finding Notes
• Folders
• Tags
• Search
Reminders
Evernote is free...but
Premium offers more functionality
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
Listing Prep
• Remember all the details; take photos while touring home
• Store docs for HOA, addendums, etc
• Create a Template for MLS data
Seller Prep• Share staging pointers
• Share marketing process
• Share showing feedback
• Share neighborhood market updates
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
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
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
