Evernote allows users to easily store notes from any device by taking photos, web clippings, voice recordings and more. Notes can be searched, shared and organized across devices. Dropbox is a good complement to Evernote for real estate professionals as it allows easier sharing of documents like contracts that need to be edited in programs like Word. Together, Evernote and Dropbox provide an efficient system for organizing client information, transactions and documents.

2. A Little info about Evernote
• There are several reasons for Evernote's phenomenal
success, both for personal use and all types of businesses:
• Stores notes both in the cloud and on your computer.
• Makes getting notes of all types easy, whether from a
computer right-click, a cell phone photo, Web clipping, or
even calling in and having a voice transcription stored as a
note.
• Even converts text in images for searches. Take a photo of a
printed page and send to Evernote and the text will be
converted so you can search on text that's in the photo.
• Searches, saved searches and shared folders.
• More...

3. PC, Smart Phone, Ipad, Window,
Apple, Droid
• Let's face it, we're not going to use something,
no matter how nice the output, unless the
input is convenient for us. This is true in our
daily personal lives as well as our busy
business pursuits. A primary factor in the
success of Evernote is that their development
team has consistently enhanced the ways in
which you can get your notes, photos and
information into Evernote, and on just about
any mobile device you might be carrying.

4. Some great Uses For Real Estate
Professionals because…
Is better than

5. Webclipper
• There is a free “web clipper” for Evernote for
all the popular web browsers. You will want
that web clipper because you will be using
Evernote to capture everything, organize it
and find it fast when you need it. What good
does it do to read some important statistic
about local real estate sales, or home
decorating trends if you are just going to
forget it?

6. Web Clipping
• There is a "bookmarklet" type web clipping
tool for Explorer, Firefox, and Chrome that
allows you to highlight text or clip entire web
pages with just a click or two. You can have
them filed in a selected Evernote folder in the
process, as well as attach tags to aid in
searching for them later.

7. Web clipping

8. Choices For Web Clipper

9. Email in a Note
• If you receive an email, are replying to one, or
sending out a new one that you want filed in
Evernote, just Bcc Evernote at a special email
address that takes it to your account. You can
even indicate which folder you want it to go
into, and specify tags for organization as well.

10. Email notes, photos and audio to the buyer
after the property tour
• Remind your buyer of which homes they liked
and why by sharing
• this information with them via email, straight
from your Evernote
• account. Giving the buyer access to this
information will help
• them narrow down the search and remind them
of things they
• may not have otherwise remembered from the
visit.

11. Forward all client-related emails directly to your
Evernote account
• Capture and forward all email communication you
have with a buyer to your Evernote Buyer
Notebook. You’ll have a complete repository of all
communications with your buyer over the course of
the buying lifecycle in one, easily-searchable place.

12. Your Evernote Email

13. Cell phone photos
• Sending photos from your cell phone is easy,
just by emailing them to your private Evernote
email address. If you take a photo of a
document, Evernote will even index text
within the photo for later searching.

14. Power Uses of Dropbox and Evernote
for Real Estate
• One reason that Dropbox should be used in conjunction with Evernote is
the fact that the closing document will not be able to be created or saved
in Evernote because more than likely you will need to use Microsoft Word
or a compatible program. By using Dropbox, the document can be created
in Word, saved to Dropbox and instantly shared with the client for review.
Dropbox is integrated with Docusign as well for easy document signing and
sharing. PDFs can quickly be created and shared as well.
• The main power use of Dropbox is the superior sharing capabilities. The
back office probably uses (or should use) Dropbox for simple sharing of
documents, photos, files, and other important data. Dropbox has much
better sharing than Evernote, and the simplicity of a “drag-and-drop” file
system makes it much more sufficient for office workers with a heavy
workload

15. Here is how simple it is to share folders using
Dropbox:
• When you open Dropbox on your computer, it
will look like any other Windows folder. You
can create or move existing folders (and files)
to this folder. Once you have a folder you wish
to share, it’s easy to share. If you want to
choose the share settings straight from your
computer, simply right click on the folder and
choose “Share this folder.” Input the email
address of the person you wish to share with
and it’s done.

17. If you are accessing Dropbox from the Dropbox
website, simply follow these steps:
• Sign in to the Dropbox website Click on
Sharing from the sidebar on the left Press the
button labeled “New shared folder” Input the
email address of the person you wish to share
it with.

18. Create a dedicated notebook for each
customer
• Creating a notebook for each customer you
deal with offers better organization and easy
searching. You can store every kind of
information you need in Evernote- notes,
interviews or other audio recordings, photos,
and even PDF documents. Most aspects of a
transaction can be completed within Evernote
and the rest can be completed through
Dropbox. With these two tools, you have a
perfect power plan for selling real estate.

19. • Within this dedicated Evernote notebook, you
can store important documents, emails,
inspection results, contracts, and other
important information with the client. Make a
notebook for the client, store all documents in
a dedicated Evernote notebook, and share
that notebook with the client. This way, they
have access to information they need and you
have, plus it can make the signing of
documents a much faster and efficient task.

20. Managing transactions
• With Evernote, it’s simple to make a
transaction table with all of the pertinent
information stored in it. You can also add tags
to this document for even easier searching.
• See links on final page to obtain evernote
transaction table.

21. “to-do” checklist
• You can also have a “to-do” checklist of
everything that needs to be done during the
course of the transaction.

23. • You should make an organized list, noting
everything that happens during the course of
the transaction. Any contact with the client,
agents, or other sources, can be recorded-everything
should be documented, and you
can even provide links to relevant documents
or other sources within this table.

24. Transaction Notes

25. Creating templates
• You can create a variety of templates within Evernote
that can help you during transactions. Unless you want
to create the same tables and documents every time
you deal with another transaction, it is advisable for
you to create templates such as the transaction table,
the “to-do” checklist, and the transaction notes table
that I listed above. Of course, you can create your own,
or revise these to meet the needs of your real estate
business.
• You can create a special notebook called “Templates”
and add notes with empty tables there.

26. Create informative, helpful lists for
clients
• Creating an informational list on everything the
client needs to do before the closing on their home,
as well as contact information for local companies
that can handle these tasks, is something that can
help them immensely.

28. You don’t need to be Einstein

29. However, you must make a decision!

30. There, you have the perfect power plan for
real estate. Your work will be more organized,
tasks will be completed more efficiently and
will not be overlooked, and documents can be
shared within seconds. Take real estate selling
to the next level with this power plan.

31. Our goal is to help the Realtors in our market area.
We have many ways to help you. Currently we are
looking to add several professional Realtors to our
team. If you need a mortgage lender that is your
partner in success, make sure we arrange a one-on-one
power meeting. Sign up sheet is being passed
around.

32. Special Thanks to