Real Estate and Evernote are a perfect combination! Real Estate transactions require lots of data, paper and the ability to share. Using Evernote to get organized only makes sense when you consider the ease of having this information at your fingertips 24/7 by using Evernote.

1. 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

8. Like this...

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, it’s 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

18. Reminders

19. Evernote is free...but

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

28. Resource List
•http://goo.gl/1cwCo