EverNote for the
Real Estate Industry
What EverNote is
And
Why Agents Need to Use it
DeBunk the Trunk
EverNote Background
Founded Jun 24, 2008
Surpassed 11M users Jul 2011
What is EverNote
WIKI Definition
“Suite of software and services designed for
note-taking and archiving” of those notes
(N...
What is EverNote
VERSION 1
• Free (it’s for me)
• Allowed to upload 60 MB of
data
• No offline availability (iOS
and andro...
What is EverNote
Chuck’s Definition
EverNote allows users to (in real time):
 Gather Information
 Pass that information ...
• Pic of matt rathbun “Evernote is a collaborative
organization tool that is
super easy to use.”
Source:
Active Rain blog ...
BUT WHY DOES AN
AGENT NEED EVERNOTE?
Let’s Get Honest
• Do you want to get
more listings
• Do you want more
buyers in your database
• Do you want more
closings...
Let’s Get Honest
• Do you want to get
more listings
• Do you want more
buyers in your database
• Do you want more
closings...
And In Case You Haven’t Noticed
• Most people are
carrying around large
notebooks
• We are carrying around
MLS sheets, rea...
And In Case You Haven’t Noticed
• Most people are
carrying around large
notebooks
• We are carrying around
MLS sheets, rea...
It’s All Shifting to
“The Cloud”
Current “Cloud” Access is
shifting to tablets and
smartphones
So What Can You
Do with EverNote?
Store Documents
• Blank Mortgage Apps
• HOA information
• Blank Listing Agreements
• Buy...
So What Can You
Do with EverNote?
Listing Presentation
• Create a standard (stock)
presentation
• Change just a few slides...
So What Can You
Do with EverNote?
Brand Recognition
• Personalize your realtor.com
mobile app
• Referral Marketing
• Onlin...
Time Saving Techniques
Thru TWO Ideas
Templatize
Automation
And it’s just the
tip of the iceberg
So What Is EverNote and
Why Should You Use it in Your Real
Estate Business
EverNote is a program that will:
Help organize...
So What Is EverNote and
Why Should You Use it in Your Real
Estate Business
More Listing Agreements
More Buyer Agreements...
Thursday’s Training Agenda
• How to Set up an Evernote account
• How to get familiar with it
• How to create notes and fol...
CHANGES IN
KNOWLEDGE
AND SKILLS
CHANGES IN
ATTITUDE AND
HABITS
EMOTIONAL BRAIN
THINKING BRAIN
CHANGES IN
KNOWLEDGE
AND SKILLS
CHANGES IN
ATTITUDE AND
HABITS
EMOTIONAL BRAIN
THINKING BRAIN
Action Trumps Knowledge
Taki...
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Evernote training for real estate agents, pt 1

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Presentation on WHAT Evernote is and WHY real estate agents should use it (Part 1 of 2)

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Evernote training for real estate agents, pt 1

  1. 1. EverNote for the Real Estate Industry What EverNote is And Why Agents Need to Use it
  2. 2. DeBunk the Trunk
  3. 3. EverNote Background Founded Jun 24, 2008 Surpassed 11M users Jul 2011
  4. 4. What is EverNote WIKI Definition “Suite of software and services designed for note-taking and archiving” of those notes (Notes can be images, audio, video, typed text) (Notes are held in “folders”)
  5. 5. What is EverNote VERSION 1 • Free (it’s for me) • Allowed to upload 60 MB of data • No offline availability (iOS and android systems) VERSION 2 • $45 annually ($5 monthly) • Premium account • More storage • Offline availability • Larger monthly upload limit • Better Security • Better Searching Both accounts allow up to 250 notebooks and 100k different notes
  6. 6. What is EverNote Chuck’s Definition EverNote allows users to (in real time):  Gather Information  Pass that information to other  Gives the ability to synchronize changes  At a central location in the cloud
  7. 7. • Pic of matt rathbun “Evernote is a collaborative organization tool that is super easy to use.” Source: Active Rain blog 6/2013 (used with permission)
  8. 8. BUT WHY DOES AN AGENT NEED EVERNOTE?
  9. 9. Let’s Get Honest • Do you want to get more listings • Do you want more buyers in your database • Do you want more closings • Do you want more money
  10. 10. Let’s Get Honest • Do you want to get more listings • Do you want more buyers in your database • Do you want more closings • Do you want more money
  11. 11. And In Case You Haven’t Noticed • Most people are carrying around large notebooks • We are carrying around MLS sheets, real estate contracts and documents and client files • Not to mention large notebook computers
  12. 12. And In Case You Haven’t Noticed • Most people are carrying around large notebooks • We are carrying around MLS sheets, real estate contracts and documents and client files • Not to mention large notebook computers
  13. 13. It’s All Shifting to “The Cloud” Current “Cloud” Access is shifting to tablets and smartphones
  14. 14. So What Can You Do with EverNote? Store Documents • Blank Mortgage Apps • HOA information • Blank Listing Agreements • Buyer/Broker Agreements • Seller Disclosures • Qualification Forms Property Marketing • Listing Intake Forms • Listing Agreements • Photos • Videos • Area Information • Other marketing plans – Social media / press releases • Tracking and Conversion metrics • Keyword Research • Google Hangouts (online marketing)
  15. 15. So What Can You Do with EverNote? Listing Presentation • Create a standard (stock) presentation • Change just a few slides • Add in picture of client’s home • Have pre filled listing agreement ready Buyer Information • Pre Qualification info • Useful area information • Client feedback (when visiting properties) – Voice Memos – Pictures • Instant signing, storing and execution of documents – Purchase contracts – Good in this current market of low inventory
  16. 16. So What Can You Do with EverNote? Brand Recognition • Personalize your realtor.com mobile app • Referral Marketing • Online Marketing • Video Marketing Office (Business) Management & Organization • Agent Recruitment • Track membership sites and credentials • Tasks and To-Do’s Lists • Auto transcribe and email telephone messages (using Google Voice) • Business Card Management • Equipment Purchase Retention
  17. 17. Time Saving Techniques Thru TWO Ideas Templatize Automation
  18. 18. And it’s just the tip of the iceberg
  19. 19. So What Is EverNote and Why Should You Use it in Your Real Estate Business EverNote is a program that will: Help organize your day Help speed up redundant tasks Get more contracts signed in the field Keep track of ALL your contacts Free up more time in your day SO THAT YOU CAN GET
  20. 20. So What Is EverNote and Why Should You Use it in Your Real Estate Business More Listing Agreements More Buyer Agreements More Referral Partners More Closings ULTIMATELY – MORE MONEY
  21. 21. Thursday’s Training Agenda • How to Set up an Evernote account • How to get familiar with it • How to create notes and folders • How to templatize folders
  22. 22. CHANGES IN KNOWLEDGE AND SKILLS CHANGES IN ATTITUDE AND HABITS EMOTIONAL BRAIN THINKING BRAIN
  23. 23. CHANGES IN KNOWLEDGE AND SKILLS CHANGES IN ATTITUDE AND HABITS EMOTIONAL BRAIN THINKING BRAIN Action Trumps Knowledge Taking action NOW is the single most important step you can and will take

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