Take Control Of Today’s Real Estate Information Overload With Evernote


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I don’t know about you but trying to remember everything
that needs to take place on just one real estate transaction
is crazy right?

Emails, faxes, sales agreement, receipts, notes, photos,
listing presentation, text codes, voice mail notes, tax info
power points, word docs, buyers, sellers, home inspections,
pest inspections is nearly impossible?

Its time to get some help.

We are going to show how to use Evernote to get
organized and take control of your personal and
Real Estate life!

How would it feel if you could Capture, save and
share ALL your information in one very organized
place that is available in the clouds on every
device instantly?

Don’t worry, you don’t have to spend one cent
to Implement this strategy.

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Take Control Of Today’s Real Estate Information Overload With Evernote

  1. 1. Getting In Control Of Today’s Information Overload 50 Ways to Use Evernote in Your Real Estate Business
  2. 2. Only Using Evernote for Note Taking Is Like
  3. 3. Flooded by apps • How many apps you using to keep track of – Buyers – Listings – Training – Paper work – Favorite websites – Presentations – Emails – Email attachments – Million things right?
  4. 4. A Couple Ideas For Evernote! • Every Customer • Sellers during process • Buyers during process • MLS tours • Expenses / Taxes • Make a habit of saving everything • Events • Trips, Vacations • Tie in mobile device, Ipad, IPhone, Droid • Except change and train yourself • Share with team members • Checklists • To-Do list • Kids to-do list • Clips from websites • Documents of all types, PDF, Word, Power points, Photos and Video
  5. 5. Make it a habit • You will never get the full effect of Evernote unless you actually use it. • Give it 30 days. • They say it takes 21 days to make something a habit
  6. 6. Is it secure? • An Evernote representative stated in a recent webinar that Evernote uses the same security when passing data that banks do. If you trust your bank, you can trust Evernote • Another great feature is if you have delicate information such as a password you are storing in a note, you can highlight the text, right click and encrypt the data to make sure no one could ever access it.
  7. 7. And this is free? • Evernote starts out with a free version that has most of the basic features that the paid version has • With the free account you can upload up to 60MB of data per month. With the paid version, that gets raised to 1GB of data every month.
  8. 8. Premium Version With the premium version you also get some enhanced capabilities: • Increased file size from 25MB to 50MB • Offline notebooks • Note history to see earlier versions • Faster image recognition • Top priority support • Allow others to edit your notes • Create a secure PIN lock for your mobile devices • Hide ads • Make PDF’s searchable
  9. 9. A Couple Definitions • Notes: A note is any individual entry into Evernote. A note can be a note you typed, a photo you took, a website you clipped, an audio recording, or an email you forwarded, or more. • Notebook: A notebook is a collection of individual notes. Think of your notebook in school. You had the wide-ruled pages and on the inside cover you may have had a pocket to put other notes or items all related to that one subject. You can have one notebook, but for real estate I am going to show you why you will want to have more than one.
  10. 10. Definitions • Stack: A stack is a collection of notebooks. For example, you can have a stack called "Buyers" in which you keep all of your buyers’ notebooks, and another called "Sellers" In which you keep your sellers’ notebooks, or just a stack called “real estate” in which you kept all your real estate related notebooks. • Tags: Your tags are attributes which you apply to your notes. You can search by tags or select certain tag groups and see the notes with just those tags. This allows you to see similar notes on a subject even though the notes may be in separate notebooks. Give a lot of thought to your tag structure as you will not want your tags to get out of control. One example of how tags can be useful is if you scan your receipts into Evernote. You could tag them with “receipt”, but if you track two types of receipts, for tax deductions and for reimbursement, a better tagging structure would be "tax deductible" and "reimbursement
  11. 11. www.evernote.com/getit
  12. 12. Confirm Email
  13. 13. Email Confirmation you will receive
  14. 14. It Should Download Automatically
  15. 15. Works On Everything!
  16. 16. Your First Note
  17. 17. Deleting Notes • To delete the new note you just created is easy. All you need to do is click to select the note, then hit the delete key on your keyboard.
  18. 18. Restore Note
  19. 19. Tools / Options
  20. 20. Sync When You Want To
  21. 21. Searching
  22. 22. Click All Notes First
  23. 23. How many notebooks do I need? • This is your choice • No right or wrong answer • If you will be sharing notebooks you would want to have separate notebooks
  24. 24. Tags • Tags are like descriptions or attributes for your notes. Tags allow you to group like items and makes them easily accessible in the future • Just like notebooks, there really is no right or wrong way to work with tags. That is one of the great things about Evernote; it gives you the flexibility to make it your own
  25. 25. Note linking
  26. 26. Right Click / Copy Note Link
  27. 27. Highlight / Format / Hyperlink / Add
  28. 28. Getting information into Evernote There are about a dozen ways to get information into Evernote. You can: • Type a note • Direct scan • Audio note • Email it • Web clipper • Snap a picture • Print it directly in • Auto import • Skitch • Penultimate • Drag it • Tweet it in
  29. 29. Your Evernote Email
  30. 30. Set Evernote As A Contact • Set up a contact as Evernote • So that
  31. 31. Install the Web Clipper http://evernote.com/webclipper/
  32. 32. Web clipping
  33. 33. Choices For Web Clipper
  34. 34. Droid
  35. 35. IPhone Flyer / Paper Picture New Note
  36. 36. Ipad
  37. 37. Ipad
  38. 38. Ipad
  39. 39. Ipad
  40. 40. Ipad / Pro Version / Offline Notebooks
  41. 41. Ipad
  42. 42. Sharing Notes / Notebooks • If you want the person you are sharing the notebook with to be able to edit any of the notes, then the person doing the sharing needs to have the $45/year, $5/monthly premium account. • If you work with a partner and only one of you has the paid account, then the person who has the paid account should be the person who shares the notebook with the other.
  43. 43. Sharing A Note Or Notebook
  44. 44. Sharing A Notebook
  45. 45. Sharing With One Individual
  46. 46. Sharing With The World
  47. 47. Note Or Notebook Shared With You
  48. 48. 2nd Step
  49. 49. Its Now In My Evernote Account
  50. 50. For Questions On Anything Related To Real Estate Or Not Go to www.facebook.com/groups/agentmastermind • Its private • Only members see the posts • Your family, friends and clients won’t see that you are learning and growing. • Its fun! • Over 900 members now and growing.