Top Tips For Using Evernote To Efficiently Handle Your Real Estate Transactions

Evernote has many uses in real estate as we have touched on before but in this article we are going to expand on these uses. As a real estate agent, you may already use Evernote in some forms but you should still check out this list to see if there are any useful functions of Evernote that you aren't currently using. 


By using Google Voice or a similar service, you can forward voicemails to Evernote and even have them transcribed so you can read them. You also receive a link to download an MP3 of the voicemail. You can also send emails to Evernote and place them in a specific notebook along with all transaction notes, documents, voicemails and text messages. This way, you have a complete "file folder" with everything related to this transaction in it. Once the transaction has closed, you can save all notes in the folder to HTML or PDF for easy printing to a single document in the date order.

You can easily document survey corner stakes, "before and after" repair photos, electric and gas meters. You can use a shared notebook to share transaction notes and documents with the buyer.


Evernote can be used to communicate with the buyer and other sources that you deal with during the transaction. Notes can be emailed directly from Evernote or shared through Evernote sharing. Photos of plats, legal documents or records, and other photos can be uploaded and sent while mobile. If you are dealing with new home construction, you can document the progress step by step with documentation and photos and send them by email. Evernote Clipper can be used to snag articles, excerpts, photos and PDFs directly from the web and they can be saved to a specific notebook and shared. From your smartphone, you can text in coordinates to an Evernote note by using your phone's GPS. 


You can use Assistant Notebook to share notes and instructions with an assistant and for brokers, the same can be accomplished with Agent Notebook. You can text notes to assistants or other agents remotely, so that you always have documentation of everything. Photos of checks and receipts can be shared or stored. Evernote even allows you to search photos for text so you can make all your documentation searchable. Evernote also has functions to allow you to monitor and auto-sync with folders on your computer in order to copy documents to notes easily and efficiently.


Evernote Clipper allows you clip property listings directly from real estate sites like, Trulia and others, which can then be shared directly with the buyer/seller. Any feedback from other realtors, whether by text, email or voicemail, can be saved to a notebook and then sent to the buyer/seller. Utility bills can be scanned or photographed for verification of account numbers and utility costs. You can create a notebook for each listing so you can keep a record of all activity with that specific listing. 


Notebooks can be shared directly with your newspaper advertising representative and collaborated on to share ideas and make revisions. Business cards can be photographed and saved to Evernote - no need to scan, remember Evernote has searchable text in photos. You can set up Evernote to send out tweets by using a special command. This enables you to keep records of relevant Twitter activity and interactions.

Evernote has incredible searching capabilities, so use it to your advantage. Use tags and keywords on notes, photos and documents so that when you search for them later, you can easily find them. Searching for text in photos makes it simple to keep records without the need for scanning or creating digital documents. Photos can be taken directly from the Evernote app and can be taken while you are working remotely.

7/30/2013 08:07:24 pm

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