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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 stored in
notebooks and/or tagged
with keywords so they
can be easily found
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
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 you want
Tags can be few or many, its 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 anytime!
Notes as Templates
 Repetitive tasks can be
tracked with a template
 Create your own
templates
 HINT: Search for
templates shared by
others!
Evernote for Real Estate
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 neighborhood
 Store copies of contract,
addendums, etc
Listing Prep
 Remember all the details;
take photos while touring
home
 Store docs for HOA,
addendums, etc
 Create a Template for
MLS data
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 Notice Forms
 New Hire Docs
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
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
Evernote for Real Estate
Resource List
http://goo.gl/1cwCo

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Evernote for Real Estate

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