Use Evernote on the go

You may have downloaded the Evernote app for your mobile device, but have you really incorporated it into your real estate business?

Evernote is a simple tool to help users organize notes, photos, conversations and much more. It is available through several mobile platforms including IOS and Android devices.

Whether you’re an individual agent or part of a large real estate organization, cloud services such as Evernote can largely improve productivity.

Here are a few tips from Evernote’s website:

1. Keep notes about every conversation in specific client notebooks. Group notes by buyer name in a buyer notebook and keep qualification notes, consultation notes, property tour notes, negotiation notes and transaction notes, as well as all associated documents in one place.
2. Create a customized property tour. Provide a 5-star experience using Evernote. Customize the property tour, including the MLS sheet of all homes customers will preview. Include hyperlinks to the map and a calendar entry for the associated showing times right inside one single note for handy access on the go.
3. Show homes and easily capture client feedback. Use Evernote on your iPad to take text notes and use the audio feature to record what the buyer liked or didn’t like about each home you visit. Use the iPad to take a photo and include it in a note for each home that is shown. At the end of the day, browse through notes with your buyer so he/she remembers which home they want to write a contract on. TIP: Take a photo of the client at the curb of the house or homes that they really like. TIP: Offer to let buyers take their own notes.
4. Email notes, photos and audio to the buyer after the property tour. Remind your buyer of which homes they liked and why by sharing this information with them via email, straight from your Evernote account. Giving the buyer access to this information will help them narrow down the search and remind them of things they may not have otherwise remembered from the visit.
5. Forward all client-related emails directly to your Evernote account. Capture and forward all email communication you have with a buyer to your Evernote Buyer Notebook. You’ll have a complete repository of all communications with your buyer over the course of the buying lifecycle in one, easily searchable place. TIP: Put the notebook name where you want to organize all client communications in the email subject line, using the @ sign to direct the email to the appropriate notebook. Ex – “@June Doc”

Evernote is free to download. A free account allows for a monthly upload of 60MB and a maximum note size of 25MB.