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

1. EverNote for the
Real Estate Industry
What EverNote is
And
Why Agents Need to Use it

2. DeBunk the Trunk

3. EverNote Background
Founded Jun 24, 2008
Surpassed 11M users Jul 2011

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. 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. 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. • 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. BUT WHY DOES AN
AGENT NEED EVERNOTE?

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. 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. 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. 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. It’s All Shifting to
“The Cloud”
Current “Cloud” Access is
shifting to tablets and
smartphones

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. 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. 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. Time Saving Techniques
Thru TWO Ideas
Templatize
Automation

18. And it’s just the
tip of the iceberg

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. 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. 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. CHANGES IN
KNOWLEDGE
AND SKILLS
CHANGES IN
ATTITUDE AND
HABITS
EMOTIONAL BRAIN
THINKING BRAIN

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