I Love Sticky Notes Off-Line and On-Line

By
Real Estate Agent with Solutions Real Estate CA DRE #01490977

I have been a big fan of sticky notes, a.k.a. Post-It Notes (Post-Its), for years. A great invention. In the corporate world they were indispensable. Still are, no doubt. 

My Seller's Handbook CoverTheir use carried over into my real estate business and became a staple when I started blogging. Post-Its were everywhere, with all my ideas for blog articles.

I got more organized and started keeping a file filled with clippings, notes, etc. to keep track of all my ideas. Post-It Notes are still a big part of that organization. And I continue to use them in a variety of ways as I suspect many of you do. 

One of the neat things I discovered is the Sticky Note feature on PDFs. Here's one way I have been using them. 

I developed a BUYER'S HANDBOOKand a SELLER'S HANDBOOK to use with clients once we start working together (abbreviated versions are shared with prospects). 

As I try to be more sensitive to the environment, and to make better use of technology, I now typically share these handbooks on GOOGLE DOCS instead.

This also works well because many of my clients who are buying are not local so much of our work, communication and document sharing is on-line. 

In order to educate new buyers to the Southern California area and our wealth of real estate paperwork, I include Appendices in the Buyer's Handbook where I share sample copies of all the documents they typically will encounter. Sticky Notes are a great way to provide on-line notes throughout the documents and share information I want buyers to know about particular items buyers, especially decision points like price and dates. 

Using Sticky Notes on Your PDFs On-Line

I encourage buyers to review all the documents in advance so they have some idea of what to expect. Of course we go through all this when we meet but a little on-line education beforehand saves time and answers many questions.

 

NOTE TOOL

Sticky Notes - the NOTE TOOL - is found under the TOOLS tab when you open up a PDF on Acrobat, then under COMMENTING. You simply CLICK on NOTE TOOL and place the note where you want in the document, fill in the information on the note, adn you're done. Cool stuff.

 

Sticky Note Tool for PDFs

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Re-Blogged 1 time:

Re-Blogged By Re-Blogged At
  1. Jeanean Gendron 01/27/2010 03:38 AM
Topic:
Real Estate Technology & Tools
Groups:
Realtors®
Gadgets, Tools, & Extras
RE/MAX Active Rain Bloggers
SAN DIEGO Real Estate Agents & Loan Officers
Tags:
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Rainer
63,430
James Lyon
Vista Pacific Realty - Sacramento, CA

Very cool and I had no idea about this. Great use of the stick note idea for your clients.

Jan 27, 2010 03:06 PM #35
Ambassador
627,812
Roland Woodworth
Q Realty - Clarksville, TN
Q Realty - Power In Real Estate

Jeff. This is a great idea and looks like a great way to help with organization.

Jan 27, 2010 03:42 PM #36
Rainmaker
575,553
Terry & Bonnie Westbrook
Westbrook Realty Broker-Owner - Grand Rapids, MI
Westbrook Realty - Grand Rapids Forest Hills MI Re

Adobe is a great software I have been using it for a few years and seem there are so many parts of it I don't use thanks for the tutorial.

Jan 27, 2010 03:46 PM #37
Ambassador
1,539,414
William Johnson
Retired - La Jolla, CA
Retired Real Estate Professional

Hi Jeff,

The ideas are good ones and easy to implement. Love the Handbooks.  I use a program online and have the hard copy ( CD )to handout and mail. What did occur to me is that I meed to add  a section about distressed properties so this was a good reminder even commenting about it. Need a couple more hands these days.

Jan 27, 2010 03:47 PM #38
Rainmaker
595,266
Lisa Hill
Florida Property Experts - Daytona Beach, FL
Daytona Beach Real Estate

I CANNOT use any type of small pieces of paper for business. I'll lose them every time >.<  LOL. I use all of the Office Suite of products, but for things I have to write down, it all goes in one spiral notebook. There are some things I still need on paper. But this looks cool. If it wasn't Google, I'd check it out >=I  Down with Google! lol

Jan 27, 2010 03:56 PM #39
Rainmaker
112,308
Connie Johns
Transaction Realty - Toledo, OH
Toledo, Ohio Area Real Estate

Thank you so much for the info in sticky notes.  My goal is to be more organized this year so this will be something I will try soon. 

P.S.  You don't have stock in 3M do you?  lol

Jan 27, 2010 06:20 PM #40
Rainer
270,145
Teresa Boardman
Boardman Realty - Saint Paul, MN

I am a fan of sticky notes.  They now have it build into windows 7 for notes on the desk top.  Love your buyers handbook.  I started doing something similar for absentee sellers in google docs.

Jan 27, 2010 09:12 PM #41
Rainmaker
1,497,145
Brian Madigan
RE/MAX West Realty Inc., Brokerage (Toronto) - Toronto, ON
LL.B., Broker

Jeff,

 

This seems like a great idea, and I'm going to start using them. It makes a lot of sense.

Brian

Jan 28, 2010 12:10 AM #42
Rainmaker
335,041
Lori Churchill Cofer
Beasley Realty - Pullman, WA
Realtor - 509-330-0086 - Pullman, WA

Jeff,

This is going to be soooo helpful!  I love it!!!!  All new to me and I can see tons of ways for me to use this...a big thank you from me to you!!!  :)

Jan 28, 2010 01:49 AM #43
Rainmaker
155,288
Ted Tyndall
Davidson Realty Inc. - Saint Augustine, FL
I will help You find the Home YOU want to Buy

Jeff, this is great. I had never seen that feature.

Jan 28, 2010 02:07 AM #44
Ambassador
237,895
Lisa Udy
Platinum Real Estate Group - Logan, UT
Logan Utah Realtor

I just used this this morning because of your post and my buyers loved it. Thank's Jeff, this is going to make my life so much easier. :)

-Lisa

Jan 28, 2010 03:47 AM #45
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1,229,581
Melissa Zavala
Broadpoint Properties - Escondido, CA
Broker, Escondido Real Estate, San Diego County

Just like in all else, I was out of the loop about sticky notes until very recently when my son's teacher actually sent back his work via email with sticky notes. And, I did not know how she created them until just now. Jeff, you are a wealth of information!

Jan 28, 2010 03:54 AM #46
Rainmaker
534,605
Liz Moras Migic
Chilliwack, BC
Chilliwack, British Columbia - Realtor

I commented on Jeanean's re-blog and then realized it was YOUR post - so I thought I'd better come back here and tell you how terrific it is! :-)

Jan 28, 2010 04:14 AM #47
Rainmaker
354,783
Damon Gettier
Damon Gettier & Associates, REALTORS- Roanoke Va Short Sale Expert - Roanoke, VA
Broker/Owner ABRM, GRI, CDPE

This is really good information to know.  I am going to have to investigate the Google Docs.

Jan 28, 2010 05:55 AM #49
Rainer
29,926
Lou Mayo
Lou Mayo, REALTOR @ Real Living Realty Professionals - Belchertown, MA
REALTOR, Serving Western MA, Buyers and Sellers (413) 726-9300

Jeff, great information.  I have been using PDF's for years but didn't know we could do that.  Will be messing with it on our info packs.

Jan 28, 2010 06:50 AM #50
Rainer
7,164
Mehdi Shamei
Sutton Group West Coast Realty - Port Moody, BC

This is great information, thanks Jeff!

Jan 28, 2010 10:04 AM #51
Ambassador
1,583,811
Norma Toering Broker for Palos Verdes and Beach Cities
Charlemagne International Properties - Rancho Palos Verdes, CA
Palos Verdes Luxury Homes in L.A.

I use Google docs but not the sticky notes--thanks for sharing and helping me start the year with a new organizational/educational tool.

Jan 28, 2010 10:54 AM #57
Rainmaker
171,862
Vicki Pedersen
Pedersen Real Estate - Riverside, CA
Providing Exceptional Real Estate Service

I did not know about the sticky notes in Adobe with PDF files.  I wished that I would have known about this tool long ago.   Thank you so much for sharing this.  I'm excited to put it to use. 

Jan 28, 2010 01:00 PM #58
Ambassador
3,185,951
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

Hi Jeff!  You all just keep reminding me that I need to spend more time transforming my business to Google!  I totally agree with you about the convenience and the paper-saving positives--I just need to buckle down and do it!

At a closing today, the buyer's agent had a 1" thick file that she just kept flipping through during the entire closing.  At one point, she asked me if I had a copy of a contract addendum.  I opened up my laptop and said I'd email it to her but, I was almost sure that I already had done so.  She said, "Oh, I have the one that you sent me, it's just not been printed off yet, I guess.  I'm trying to get a copy of everything together for them (the buyers)."  The buyer spoke up and said, "OH, that's okay--you can just email it--I prefer it that way anyway!"  And, these were NOT Gen-X or Gen-Y'ers either! 

Goes to show that you're definitely going the way of the world--and I've got some major catching up to do!  At least not as much as many but, it still does seem a bit overwhelming some days.

Have a fabulous Friday...

Jan 28, 2010 05:14 PM #59
Anonymous
Marlene Hoffman

Sticky notes are great!  I just discovered them myself a couple of months ago and I have had Adobe Acrobat for ages.  I like your idea of posting your manual on Google docs. 

Jan 28, 2010 09:36 PM #60
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