How To Use Evernote And Docusign To Create Real Estate Documents

Evernote 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.

You can handle most aspects of a transaction using Evernote

The Evernote app is available for iOS andAndroid, 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.

Legally sign documents using Docusign

The Docusign 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.

Export Evernote documents to PDF

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.

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