Why Use Evernote For Real Estate?
Evernote is the multi-tool of a thousand uses for real estate agents. As more real estate agents turn to mobile and remote work environments, the more they depend on enterprise cloud apps such as Evernote. Mobile real estate business is performed on a daily basis by real estate agents on the go, and Evernote is one of the most popular mobile cloud apps used by agents. Notes can be quickly jotted down as text or audio. For organization, checklists such as to-do lists can be easily set up from any computer or mobile device.
How To Use Google Drive And Evernote For Real Estate
Real estate agents have increasingly become interested in the cloud and the many benefits that cloud services offer. Especially for agents on the go- if you're too busy to sit at a desk all day, meeting clients, showing properties, answering phone calls and endless piles of paperwork, then the cloud is definitely for you. There are numerous cloud services that offer higher efficiency, cost-reduction and time-reduction for real estate agents. In this article, we will take a look at two of the most popular premier cloud services for real estate agents.
Google Drive has many useful features for real estate agents. Not only does it offer one of the best document management suites, but it also offers simple file-sharing and integration with many other Google services.
One of the best features of Google Drive is the document management and collaboration. Documents can be easily created, revised, shared, signed and stored, all directly within Google Drive. If documents need to be collaborated on by real estate agents, clients, investors or other relevant parties, Google Drive offers the ability for up to 50 users to collaborate on a single file simultaneously.
Files that need to be shared can be dropped into the Google Drive PC app, mobile app or Google Drive website. So you can create a legal document in Google Drive and send it to the client, who can then use signing software such as DocuSign to legally sign the document online, and then they can send the document back using Google Drive.
Evernote is a real estate agents third arm. It performs all the tasks that real estate agents wish they could do, but normally can't because of busy schedules, no handy tools (pen, paper, recorder, camera, etc), or simply being away from the office for extended periods of time.
Real estate agents that are working remotely or traveling can use Evernote to quickly jot down ideas, create appointments, make checklists such as to-do lists, create and save audio clips, take photos using the mobile device's camera and save them to Evernote, and much more. And Evernote has a revolutionary tagging system that allows users to save any of these files with keywords so that they can be easily searched and accessed at a later time. Evernote can even search inside of photos for text, so if your photo contains text, Evernote can find it based on a few words contained in the photo.
The problem between cloud services is competition. Rival cloud services such as Evernote and Google Drive do not offer users the chance to integrate the two services. However, there is a third party cloud service that has now made this possible- cloudHQ
The cloudHQ service takes all the Evernote notes and stacks and replicates them to other cloud services, including Google Drive. So if you create documents, checklists, to-do lists, etc, and you want to access them through Google Drive, they will be there waiting on you any time you check, because cloudHQ works automatically and replicates files in real-time.
One of the best features about an Evernote to Google Drive replication is that cloudHQ offers the ability to export Evernote to PDF format. This is a feature that not even Evernote offers. You can also save files in HTML, text, Microsoft Word, and practically about any format available.[i]
And if you want documents created in Google Drive to be accessible in Evernote, this is no problem. CloudHQ will export all documents into Evernote so you can have simple and efficient organization of files and tasks.
Google Drive and Evernote are two cloud services that make life simple for real estate agents. Organization, backup, replication and integration are just a few ways that cloudHQ helps agents attain such high levels of efficiency, while saving time and money.
: If you need to share large files, you may wish to add Dropbox to the list. Dropbox has no file size limits and has instant drag-and-drop sharing, so large files can be easily shared and accessed by both the sending party and the recipients. [i]
If the file format you wish to export Evernote into is not listed, simply contact the cloud professionals at cloudHQ and they will take care of it for you.
How To Integrate Dropbox And Evernote
As more companies migrate to the cloud and turn to cloud apps for their work, integration between cloud apps becomes more critical. Many real estate agents use Evernote to handle many of their daily tasks but the problem is that Evernote doesn't give users a whole lot of storage space to work with. Once you reach your monthly quota of space, you are just out of luck until the next month's allotment comes through. Other reasons you might want to sync Evernote to Dropbox are:
- You want to use Dropbox as a mobile office and have your files from multiple cloud services synced to Dropbox for easy accessibility and flexibility.
- You need to manage large files in Evernote, but once they are created you would like to delete them to free up storage space.
- Dropbox has an easy-to-use interface, extremely simple (and very popular) file sharing and collaboration features.
- To have a secure backup of all your Evernote files in case data loss or loss of account access happens.
So now you know why you want, or need, to integrate Evernote and Dropbox, but you still aren't sure how. This is when cloudHQ comes into play. CloudHQ provides the integration between Dropbox and Evernote that enables real estate agents to sync all (or just specific) files that they want replicated to Dropbox.
The first step is to sign up for cloudHQ; you can snag a 15 day free trial here
. Once you are a member, you can choose your integration by going to the sync wizard here
. You will notice there are many cloud app icons at the bottom of the page. These are all of the cloud apps you can choose to make synchronization pairs with. For this project, you will only need two- Dropbox and Evernote.
There are two boxes on the page, one on the left and one on the right. You need to drag the Evernote icon to the first box. From there, you will be asked to link to an Evernote account. If you don't have an Evernote account yet, you will be given the option to create one. You will also be given the choice to choose which notebooks or notebook stacks you want replicated. Once you are redirected back to the cloudHQ sync wizard, you will need to drag the Dropbox icon to the box on the right. You will then be asked to link the Dropbox account and choose which folders you want the replicated files to be stored in. You can also choose which format you want your Evernote notes exported into- Microsoft Word format, Evernote format or PDF format. Since Evernote does not offer Evernote to PDF conversion, you can use cloudHQ as an automatic, simple converter if you have a large number of notes that you would like to have converted from Evernote to PDF. On the last page (settings page) you will have a choice to make. If you want two-way synchronization (Evernote to Dropbox and Dropbox to Evernote), just leave the settings as they are. If you only want one-way synchronization from Evernote to Dropbox, select that option. Selecting one-way sync can prevent files in Evernote from being deleted if you accidentally delete important files in Dropbox.
Once you have successfully set up the Evernote to Dropbox sync, cloudHQ will start working, replicating all of the selected folders from Evernote to Dropbox. From that point on, any new notes that are created or uploaded to Evernote will be instantly replicated to Dropbox. Any revisions to existing files that are already in Evernote will be instantly replicated to Dropbox. And cloudHQ will continue to work, running tirelessly in the background, invisible to the user (so there are no interruptions), continuously replicating any changes or additions to your Evernote account.
Integration In The Real Estate Cloud
As the number of cloud services and apps are growing, one thing is for certain- the demand for integration between these services is growing as well. A real estate agent's toolkit may be comprised of many different apps and services including Evernote, Dropbox, Box, Google Drive, Basecamp and more. However, very few of these apps offer integration with other services. Wouldn't it be great to be able to sync all of your Evernote notes to Dropbox? What about creating documents in Google Drive and having them automatically replicated to Box? Basecamp projects to Dropbox? Gmail emails to Box? SkyDrive to Dropbox? And what if you want your Evernote notes to be replicated in PDF format, a feature that Evernote does not currently offer?
By using cloudHQ, integration between all of these services and many more is possible. Evernote to PDF is possible. Having all of your files from various apps replicated to a single cloud service for easy accessibility and searching is a simple and automated process. You can choose to have all files replicated or just specific files and folders. CloudHQ's replication is automatic, so there are no manual transfers and you can continue to work in as many cloud apps as you wish, knowing that your files are being securely transferred to the cloud app of your choice.
If you want to create a portable "office" in Dropbox, but you want to use all your other cloud apps, just set them all to be replicated to Dropbox. Evernote to Dropbox. Google Drive to Dropbox. Basecamp to Dropbox. SkyDrive to Dropbox. Gmail emails and attachments to Dropbox. And the formats you can have files exported in varies as well. Evernote to Microsoft Word format. Evernote to PDF. The list goes on. All files will automatically show up instantly in Dropbox as they are created. Any revisions to existing files will be instantly replicated as well. The cloudHQ service runs in the background, completely invisible to users so they are not interrupted during their daily tasks.
CloudHQ has contacted and listened to comments, suggestions and criticism from real estate agents from all over the country. One of the biggest complaints about using apps is that they are not able to be integrated with other cloud apps. The manual transfer of data can be costly and time-consuming. CloudHQ has designed integration between many apps that real estate agents say they use in their daily tasks. This automation helps save agents time and money, so that they can concentrate their time on other important tasks. Cloud integration is here and it's called cloudHQ.
Real Estate And Cloud Computing
Real estate and cloud computing together have changed the way that real estate agents operate. Smartphones and tablets have brought an array of various benefits to real estate agents. Mobile trends are now pushing real estate agents to perform most (if not all) of their work remotely. Some agents have even tossed the office and went completely remote and paperless.
Technological advancements in the smartphone industry have produced a slew of mobile real estate agents. With new apps and features, real estate agents can now stay on the road much longer than they could before. This makes multitasking a much easier chore as agents can now perform real estate duties as they pick their kids up from school, have lunch with friends or even while they are vacationing at the beach. Real estate websites and online listings can be managed from mobile devices, while homes can be searched from apps and websites. Nearly all aspects of the real estate business can be performed directly from a mobile device.
Sometimes just being a little more mobile isn't enough. Many real estate agents are kissing the office goodbye and heading out on their own. Completely paperless, agents can perform all their real estate duties through mobile and cloud computing. They can use cloud storage such as Box and Dropbox for their files and documents. They can use Evernote to take notes, photos and audio clips, as well as create to-do lists and maintain organization. Google Drive is practically a complete virtual office with the Google Docs suite of document creation and editing tools. It can also be used for file storage and sharing, and has the best collaboration features of any cloud service available.
By using these tools, real estate agents can perform all real estate duties from any location that has internet or mobile service. Documents can even be created and shared with clients. By using another app, DocuSign, documents can even be legally signed. Going paperless definitely has its advantages, and not just that agents can cut costs by not having an office and all that equipment. Time-management is a huge benefit as there is no drive to and from the office each day. Agents can actually perform their duties as they travel. By using numerous photos and video, agents can even sale some homes before the buyer has ever seen it in person or set foot on the property. But perhaps one of the greatest advantages to going paperless is that the filing cabinet is no longer relevant. Now instead of searching through paper folders and files, a simple search will find what you are looking for in seconds. Mobile and paperless both have their advantages and can save agents time and money.
Real Estate Guide: How To Export Evernote To PDF
Evernote is one of the most popular, as well as one of the most useful, cloud services available to real estate agents at this time. As agents spend a lot of time in the field, Evernote has features that allow agents to more efficiently perform their tasks. Documents can be quickly created, stored and shared; checklists and to-do lists can be quickly created and managed; audio clips and photos can be created, edited, stored and shared; web pages can be saved as screenshots for reference; emails can be forwarded directly to Evernote and saved, and much more. Seems like it can handle most real estate tasks already, right? But there is one missing feature that is making real estate agents actually perform MORE work- and that us the option to export Evernote notes in PDF format.
Since Evernote is one of a real estate agent’s most-used tools, and since most documents that real estate agents deal with on a daily basis are in PDF format, this is not very efficient. Many documents must be protected and PDF files can be encrypted and password-protected for enhanced security. Currently, you only have a few options if you want to convert Evernote to PDF documents.
- You can export Evernote notes into a supported format, then manually create a PDF document from these files using Adobe Acrobat.
- You can export Evernote notes into a supported format, then create a PDF document from this file using the “Print to File” feature in Windows.
Manually creating PDF files can be time-consuming, especially if you are dealing with many documents that need to be converted. An automatic Evernote to PDF export feature would be very handy, but until Evernote implements this, what can you do?
Well, you can continue to use the manual conversion processes described above, or you can use a service that automatically exports Evernote to PDF without any hassle or manual conversion from users.
This is where cloudHQ
comes into play. Until Evernote implements this badly-needed feature, cloudHQ has a solution for automatically exporting Evernote to PDF. This is how the cloudHQ process works:
CloudHQ provides replication and synchronization services from one cloud account to another. In doing so, it also allows Evernote users to choose to have their Evernote notes exported in PDF format. As an example, let’s say that you want to replicate your Evernote notes from Evernote to Dropbox, and you want all your notes exported from Evernote to PDF format.
The first step is to sign up for cloudHQ. Once you do that, you can click on the sync wizard
and you will be taken to this page.
Simply select the Evernote icon and drag it to the box on the left.
The cloudHQ wizard will ask you to sign into the Evernote account that you wish to use for this sync. Once you have signed in to Evernote, you will be able to select which files and folders you wish to sync. You can choose to sync all files and folders or specific files and folders. Everything that is uploaded, created or stored in these shared folders will be synced. Follow the instructions and as soon as you have allowed cloudHQ to access the Evernote account, you will be brought back to the sync page.
Next, you will click on the Dropbox icon and drag it to the box on the right.
Now you will click on "Add Dropbox" and add your Dropbox account, just as you did for Evernote. Select a folder, or create a new one, for your Evernote files to be replicated to. You can name it "Evernote" or "Evernote PDFs" or something similar. Once you have added Dropbox, you will be taken to a settings page.
Here you can set your options for exportation. You need to click the option "Export notes into PDF format."
If you want your files to also be exported in Microsoft Word format, simply check the appropriate box. This way, you get two copies of your notes in the two most common formats. And remember- all this is automatic, you don't have to do anything extra to make it work. All notes that you create or upload to the shared folder in Evernote will be exported to Dropbox in real-time as PDF files. If you make revisions to existing files, the revisions will be synced instantly as well. *Be sure you check the “Switch to one-way sync” option if you don’t want your changes in Dropbox to be replicated back to Evernote.
CloudHQ is currently the easiest solution for exporting Evernote to PDF files. If you have any questions about the cloudHQ service, please visit the contact page here
Cloud services have become the lifeblood of the modern real estate agent, especially for the real estate agent that wants the ability to work remotely. The benefits of time-management and cost-effectiveness of cloud services are becoming well-known in the real estate industry. The real estate agent that can create documents on the fly, send them to clients within seconds, have them signed digitally and get them back within a matter of minutes- this is the sign of the efficient real estate agent.
is a real estate agent's organizational sidekick; it's much more than just a text program for taking notes. It's essentially a complete office all wrapped up in a little green package. Agents can create checklists and to-do lists to ensure that appointments and meetings are not missed, that photos are taken, videos created, keys left in the lockbox and other tasks that must be completed in order to complete a transaction. Photos can be taken directly from Evernote and tagged with appropriate keywords for easy searching at a later time. Real estate agents can virtually perform all aspects of a transaction from within Evernote.
is digital document-signing software that can be used by real estate agents to legally complete document signings over the internet. This saves time and money as real estate agents can send documents to their clients for review and for signing. The clients can receive the document, review it, sign it and then return it. This is extremely useful in situations when the real estate agent and client cannot meet up due to distance or other obstacles.
is comprised of a powerful suite of document creation and editing tools that real estate agents can use for more efficient document management. Agents can create, revise, share, collaborate on, and store documents within Google Drive. It can also be used in conjunction with Docusign to have documents signed and quickly returned to the agent.
is one of the top cloud storage services around, mainly because of its easy-to-use drag-and-drop file sharing system. It also has no file size limits when sharing files from the app. Dropbox can be used to store large files- such as video, audio, presentations, documents and more.
is a service that can tie other cloud services together. Notes, documents and other files from Evernote can be automatically synced from Evernote to Dropbox or other cloud services. Documents and files from Google Drive can also be synced to another cloud service. By using cloudHQ to sync files from one cloud service to another, real estate agents can access, view, revise and share files from a variety of cloud services. It also helps when agents prefer one cloud service but the client prefers another. Sharing can still be a simple process that only takes a few seconds.
Evernote doesn't currently offer the ability to export files into PDF format. But by using cloudHQ, agents get the ability to export files in Microsoft Word format, PDF or plain text format. This is extremely helpful as PDF is a very common format used among agents.
Real estate agents can increase their opportunities in the cloud by using a variety of cloud services and gaining information about cloud services. There is no magic cloud service that performs all your duties (although Basecamp and Evernote come close) but by using a variety of services, you can increase your efficiency and save yourself time and money.
There are many cloud services you can use to create documents. Google Drive, Evernote and Office 365 (not free) are just a few of the services that allow users to create documents. In Google Drive, documents can be created using a variety of templates or from scratch. They can be exported in Microsoft Word format if desired. Evernote creates documents using its own format, but if you use cloudHQ
, you can export them to PDF or Microsoft Word format.
Sometimes you need to analyze or review a document with your client, lawyer or other agents, and it can be a hassle to get everyone together at the same time. Perhaps the client even lives out of the area or is otherwise unavailable for a face-to-face meeting. In this case, you can use Google Drive to collaborate over documents or files. Up to 50 users can join the collaboration and can revise the document or file simultaneously.
Dropbox is the most popular and easiest-to-use file sharing app, but there are others such as Box, Google Drive, SkyDrive, BitTorrent Sync and more. File sharing is made simple as many cloud services use the drag-and-drop method that Dropbox made so popular. When you drop a file into a shared folder, the file immediately appears in the Dropbox folder of every user that you have shared that folder with. It doesn't get any faster or easier than that.
Data loss and security have always been a concern in the cloud, but with cloudHQ you can keep all of your data safe and secure. CloudHQ can back up all of your files, or just specific files that you wish to back up. This is especially helpful in the real estate industry as real estate agents handle confidential data on a daily basis. CloudHQ makes sure that no matter what happens to files and folders in the original cloud account, there will always be a secure secondary copy of your files that you can access in seconds.
is a real estate agent's best friend. As busy as your life undoubtedly is, you don't have time to waste all day preparing documents, meeting with clients, or showing properties all day. I'm sure it seems like there is never enough time in the day to accomplish everything that needs to be done. But Evernote can change all that.
The Evernote app is available for iOS
, and should be installed on your smartphone and tablet. The Evernote software should be installed on your desktop computer and laptop. This way, you can sync all of your documents and files between all of your devices.
Any time you need to take a quick note (and don't we always), simply pull up Evernote on whatever device is closest to you and type it or speak it into your device. The note will be saved and you can continue whatever you were doing. If you need to take a quick photo, simply pull up Evernote, take a photo, and save it. Notes and photos can both be tagged using keywords for easy searching at a later time.
app/software should be installed on all of your devices as well. This program allows users to legally sign documents from their device. This can come in handy when you need to have documents signed, but you are working out of the area, or your client lives somewhere else, is on vacation, etc. If your client has a smartphone or tablet, they can simply download the app, sign the document and send it back to you. This can save a lot of time and travel costs, as you would otherwise have to travel to meet with clients and fill out the paperwork. Time is money, and anything that can help you save time, is helping you save/make money. This gives you time to focus on what's important- gaining new clients, making more sales or spending time with family.
You can create or upload documents to Evernote, send them to your client, have them sign the documents, then return them to you. Then you can print the document or store it, whatever you need to do with it. Notes and documents can be exported from Evernote into several different formats. However, they do not currently offer the option to export into PDF format. So you will need to use a separate cloud service such ascloudHQ
. CloudHQ offers the ability to export Evernote notes and documents into PDF format. You can also sync all of your Evernote notes to another cloud account, such as Dropbox, Google Drive, Box, SkyDrive, etc. This is helpful if you have coworkers or clients that don't use Evernote, but they do use a different cloud service, or it can be used as a backup account, in case something happens to your Evernote account and some of your files are deleted or you lose access to your account.
Google Docs has now become known as Google Drive and is one of the most popular cloud services in the world. Rivaling Microsoft Office, Google Drive hosts a complete suite of office tools, suitable for creating, editing, sharing, storing and converting documents. And Google Drive is always accessible if you have an internet connection. This means, even if you are out working remotely, you can quickly create transaction monuments, collaborate on them with the client, have them legally sign it (if necessary) using Docusign
, and then receive it back from the client. All this can be completed directly from Google Drive.
- If you use Dropbox, Evernote, Gmail, Basecamp or other cloud services, you can back them up to Google Drive, or you can sync your Google Drive files to other cloud services, simply by using a cloud backup service like cloudHQ.
Here are some of the extremely helpful features of Google Drive that can be used in the real estate profession.
- Convert most file types to Google Drive format
- Invite other people to collaborate on a doc with you, giving them edit, comment or view access.
- Collaborate online in real time and chat with other collaborators.
- View your documents' revision history and roll back to any version.
- Download Google Drive documents to your desktop as Word, OpenOffice, RTF, PDF, HTML or zip files.
- Translate a document to a different language.
- Email your documents to other people as attachments.
- Import and convert .xls, .csv, .txt and .ods formatted data.
- Export .xls, .csv, .txt and .ods formatted data and PDF and HTML files.
- Use formatting and formula editing so you can calculate results and make your data look good.
- Chat in real time with others who are editing your spreadsheet.
- Create charts and gadgets.
- Embed a spreadsheet, or individual sheets of your spreadsheet, in your blog or website.
- Share presentations with your friends and co-workers.
- Upload and convert existing presentations to Google Drive format.
- Download your presentations as a .pdf, .pptx, or a .txt file.
- Insert images and videos, and format your slides.
- Publish and embed your presentations in a website, allowing access to a wide audience.
- Draw organizational charts, flowcharts, design diagrams and much more right within a presentation.
- Add slide transitions, animations, and themes to create show-stopping presentations.