Use Evernote To Organize
Your Business
And IMPRESS Your Clients!
Why Evernote?
Does This Look Familiar?
Is This Your Nightmare, Too?
Evernote Makes It Easy To
Store, Locate, Share, And
Access Information
I consider Evernote as one of my
most valuable "stress reduction"
tools. It helps me feel more in
control by utilizing it with:
Sellers
Buyers
My Assistant
Community Information
Market Information
Service Providers
Personal
Business
Marketing
And More!
Think Of Evernote As A Library
Note = Page
Notebook = Book
Stack = Shelf of Books
Tags = Card Catalogue
Ways To Get Information Into
Evernote:
Type Note
Email
Webclipper
Save & Upload
Photos
Voice Memos
Scannable
PDFs
Notebooks Can Be Organized
Alphabetically By Title, By Date
Updated, Or By Count
A “Templates”
Notebook Makes Setting
Up Client Notebooks
Simple
Evernote With A Seller
Each Seller Has Their
Own Notebook Prior
To Our First
Appointment
Gather All “Background Information”
And Store As Notes
In That Seller’s Notebook
Seller Interview
Template
Each Buyer Has
Their Own
Notebook
Organize Your Buyers
Information BEFORE
They Find The House
Of Their Dreams
It Starts With The First Meeting
And Continues With Every Showing!
The Buyers’ Feedback For Every Showing Is Stored
(Because You Know Sometimes They See SO Many Houses That They
Can’t Remember Any Of Them!)
“Invite” The Buyer Into The Notebook So They Can See, Share, And
Add Information
Community
Information
Service
Provider
Lists
Personal
&
Business Records
Travel Documents
Family Schedules
School Information
Recipes
Reasons I Love Evernote
Redundant Tasks Are Easier And Faster To Do
Information Is Always Accessible
Mobile And Desktop Applications Sync
Reasons Clients Love Evernote
Fast Response
Paperless
Access To “Pre Contract Data”
Access To Lifestyle And Community Information
Can See All Houses They Toured
Can Share Feedback On Showings
Access To Service Provider Lists
You, Too, Can Have A System That
Is Organized,
Searchable,
And Accessible By Utilizing This
Powerful Tool!

Evernote for Real Estate Agents