How to use Evernote for your Real Estate Business
Hi Realtor friends!
This week’s video is all about Evernote. Evernote can be a great platform for organization, especially for Realtors. Below I’ve listed a few of my favorite Evernote features and how they can help streamline your real estate business:
Ability to create quick, miscellaneous notes: As we’ve discussed on the blog before, paper is the enemy of all real estate agents. One of the worst parts about losing paper? Losing that VERY important note you jotted down on the back of an MLS printout. We’ve all been there! One of the best parts about Evernote is you can create a note in the app just as quickly as writing it down and save it to THE SPECIFIC CLIENT FILE! How helpful is that?!
Ability to store variety of different file types: While you likely already have an online platform or CRM where you save your compliance documents, where do you save photos, receipts or emails the client sent to you? Evernote can store anything from audio files to word documents to pictures. Being able to keep EVERYTHING related to a client in one place is probably my favorite function of this platform.
Ability to save entire emails: While you probably don’t delete emails, it can be very difficult to locate a specific email just by searching your archive inbox. By giving you a specific Evernote email address, Evernote gives you the ability to forward ENTIRE emails, including attachments, recipients and time stamps straight into Evernote and file them to the specific client notebook. How helpful would this be when the other agent tries to say you didn’t send the survey on time?🧐
Simple scanning integration: Evernote works with another app called Scannable, which allows you to scan documents directly into PDF’s from your phone. Scannable then gives you the option to select which Evernote notebook you want the scan to go into!
Easy to find information later: One of my other favorite benefits of Evernote is the search feature. Obviously if you filed everything into Evernote perfectly, it should be easy to go into the the client’s notebook and find what you need. However, if something was misplaced, you should be able to find it by searching some key words in the search bar at the top of the application. No more opening ten different programs searching for one document.
User friendly mobile app: Evernote’s app for your phone works almost exactly like the desktop version so the learning curve is small. Also, how many times have you been on the go and a client called asking a question about their file? With Evernote, instead of having to wait until you get back to the office or struggling to load documents on your phone’s internet browser, you can simply go to their notebook, locate what you need, and answer their question quickly, probably while still on speakerphone.
There are many features that make Evernote a great tool for real estate agents. What are some of your favorites?!
