Evernote
For 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 st...
Notebooks
• You create Notebooks to
store notes
• You can create as many
or as few as you want
• Notebooks can be
“stacked...
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 ...
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 ...
Notes as Templates
• Repetitive tasks can be
tracked with a template
• Create your own
templates
• HINT: Search for
templa...
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 n...
Listing Prep
• Remember all the details;
take photos while touring
home
• Store docs for HOA,
addendums, etc
• Create a Te...
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 N...
Evernote as Backup
• Text message automatically to EN via IFTTT
• IFTTT to send “starred” messages in gMail
• Dropbox sync...
How to Get Started
• Go to Evernote.com and create an account
• Download the software to your desktop and mobile
devices
•...
Resource List
•http://goo.gl/1cwCo
Evernote for Real Estate
Evernote for Real Estate
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Evernote for Real Estate

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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.

Published in: Real Estate, Technology, Business
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Evernote for Real Estate

  1. 1. Evernote For Real Estate
  2. 2. Access • How many times have you been somewhere and needed a document that was somewhere else?
  3. 3. Do you save paper because you might need it later?
  4. 4. Have you ever found yourself spending time looking for something you know you have but...
  5. 5. Find Anything,Anytime,Anywhere Evernote is a hybrid of offline an cloud based systems
  6. 6. 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
  7. 7. 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
  8. 8. Like this...
  9. 9. Notes inside Notebooks can look like this...
  10. 10. Or this view as stored by date
  11. 11. Tagged Notes • Instead of using Notebooks, use keywords to tag notes for finding later • Create as many or as few tags as you want
  12. 12. Tags can be few or many, it’s up to you.
  13. 13. Notes can be... • emails • webpages • audio • video • pictures • text messages • tweets • pdf files • business cards
  14. 14. Notebooks Can be • Private (default) • Shared by two or more people • Public to the world • Yes, access can be revoked at anytime!
  15. 15. Notes as Templates • Repetitive tasks can be tracked with a template • Create your own templates • HINT: Search for templates shared by others!
  16. 16. Finding Notes • Folders • Tags • Search
  17. 17. Reminders
  18. 18. Evernote is free...but
  19. 19. Premium offers more functionality
  20. 20. 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
  21. 21. Listing Prep • Remember all the details; take photos while touring home • Store docs for HOA, addendums, etc • Create a Template for MLS data
  22. 22. Seller Prep • Share staging pointers • Share marketing process • Share showing feedback • Share neighborhood market updates
  23. 23. Office Documents • CMA Support • Referral Agreements • Office Contact list • Office Policy & Procedure Manual • Vacation Notice Forms • New Hire Docs
  24. 24. 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
  25. 25. 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
  26. 26. Resource List •http://goo.gl/1cwCo
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