In Real Estate, Everything is Evernoteworthy

Services for Real Estate Pros with RISMedia

House hunters these days use any and every portal to connect with a real estate professional. Unless you've got clones of yourself ready to record every exchange between you and a potential new client, keeping up with constant streams of communication is a challenge. (And if you do have clones, you’re probably way too advanced for this blog, and humanity in general.)

Think of note-taking apps as your clones. Platforms such as Microsoft’s OneNoteGoogle Keep and Evernote take the guesswork out of managing relationships. Evernote, in particular, provides agents with capabilities that are light-years beyond traditional note-taking. Here’s what I mean:

Client Notebooks –  Real estate agents can create a comprehensive log of everything by grouping notes by client, effectively crafting individual, digital notebooks. Use your client notebook to store anything from appointment notes and negotiation conversations to transaction information and client feedback. Because documents are categorized by client, searching for something takes seconds.

Email – The platform comes with the option to forward all client-related emails to your Evernote account, with the added benefit of placing those emails in the appropriate client notebook. Agents can also generate professional docs based on the notes they’ve taken, emailing those to clients to keep the lines of communication open. If they’re on the fence about a home, for example, this is an effortless way to remind them of how much they liked the property.

Property Tours – From a heap of notes, agents can effectively produce a custom property tour. Prior to showing, pull together an MLS sheet of the homes to be viewed, a calendar of all showings and hyperlinks to a map of the area in a single document.

For more Evernote tips for real estate, including how it can help agents manage personal lists, click here.

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The preceding was originally published on RISMedia's blog, Housecall.


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Jon Kolsky
Kolsky Realty & Management - Long Beach, CA
Licensed California Real Estate Broker

Suzanne De Vita ~ great call! Our job becomes so much easier when we take the guess work out of it,,, These apps really helps us to do our job better

Dec 11, 2014 12:56 AM #1
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Evernote has been on my 'must start using' list for 2 years now. Let's hope 2015 sees me institute using it. (That will be the focus of my next out-of-area planning day, I hope.)

Dec 11, 2014 08:19 AM #2
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Suzanne I have not been a big fan of Apps so I guess I need to revisit this concept, Thanks for the nudge, Endre

Dec 11, 2014 03:12 PM #3
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Suzanne, there are some excellent apps out there for note taking and for task reminders.  My current one of choice is Todoist.  Basically a task manager that works on every platform.

Dec 11, 2014 07:37 PM #4
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Suzanne De Vita it does get exciting keeping all communication and noties in a file.  Evernote does help with this duty! 

Dec 12, 2014 10:50 PM #5
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

Suzanne, I'm a huge user of Evernote for my business and client files. Available on my computer, my tablet, my phone and anywhere I might be physcially! Love it!

Dec 13, 2014 10:26 PM #6
John G. Johnston
John G. Johnston & Associates, LLC - Westcliffe, CO
An Exclusive Buyer's Agent ~ Westcliffe, CO

Suzanne  I downloaded it long ago but never used it for lack of learning...  Thanks for the insight!

Dec 15, 2014 05:07 AM #7
Nicole Doty - Gilbert Real Estate Expert
Zion Realty - Gilbert, AZ
Broker/Owner of Zion Realty

Suzanne De Vita - I clicked over to check it out but I had to run out for an appointment. I'll look back in to it later tonight! Thanks for the info!

Dec 15, 2014 06:46 AM #8
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

With newest technologies it is much easier to keep a track on all business related activities.

Thanks for sharing this information about these platforms. What is your favorite?

Dec 16, 2014 02:12 AM #9
Conrad Allen
Re/Max Professional Associates - Webster, MA
Webster, Ma, Realtor

Hi Suzanne.  I am constantly overwhelmed by new apps

Dec 16, 2014 06:59 AM #10
Gayle Rich-Boxman Fishhawk Lake Real Estate
John L Scott Market Center - Birkenfeld, OR
"Your Local Expert!" 503-755-2905

Okay, Suzanne, I need to clone YOU. A fountain of knowledge, I could probably bookmark every one of your posts! Evernote, here you come!!!!!!!

Dec 16, 2014 11:13 PM #11
David Saks
(retired) - Memphis, TN

Very nice post and great information. Have a terrific day ahead.

Dec 17, 2014 01:30 AM #12
John Mosier
Realty ONE Group Mountain Desert - Prescott, AZ
Prescott's Patriot Agent 928 533-8142

Suzanne De Vita -- Evernote is great for cutting and pasting and editing text. I use Evernote to gather all the information from various sources for new listings. This info comes from the county tax records, discussions with the Sellers and possibly neighbors. As the listing progresses, the editing and cutting and pasting goes both ways as the listing information gets added to other search providers and blog posts. I even add information as provided or requested by Buyers. Evernote is also "in the cloud," so the info is available in my smartphone or my tablet.

I love Evernote because it does not have any FIELDS. All the information can be entered free-form.

I have a folder for prospective listings, one for active listings and another for Buyers.

Jan 01, 2015 07:38 AM #13
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