EverNote for theReal Estate Industry
What EverNote isAnd
Why Agents Need to Use it
DeBunk the Trunk
EverNote Background
Founded Jun 24, 2008
Surpassed 11M users Jul 2011
What is EverNote
WIKI Definition
“Suite of software and services designed for note-taking and archiving” of those notes
(Notes can be images, audio, video, typed text)(Notes are held in “folders”)
What is EverNote
VERSION 1• Free (it’s for me)• Allowed to upload 60 MB of
data• No offline availability (iOS
and android systems)
VERSION 2• $45 annually ($5 monthly)• Premium account• More storage• Offline availability• Larger monthly upload limit• Better Security• Better Searching
Both accounts allow up to 250 notebooksand 100k different notes
What is EverNote
Chuck’s Definition
EverNote allows users to (in real time): Gather Information Pass that information to other Gives the ability to synchronize changes At a central location in the cloud
• Pic of matt rathbun “Evernote is a collaborative organization tool that is super easy to use.”
Source: Active Rain blog 6/2013(used with permission)
BUT WHY DOES ANAGENT NEED EVERNOTE?
Let’s Get Honest
• Do you want to get more listings
• Do you want more buyers in your database
• Do you want more closings
• Do you want more money
Let’s Get Honest
• Do you want to get more listings
• Do you want more buyers in your database
• Do you want more closings
• Do you want more money
And In Case You Haven’t Noticed
• Most people are carrying around large notebooks
• We are carrying around MLS sheets, real estate contracts and documents and client files
• Not to mention large notebook computers
And In Case You Haven’t Noticed
• Most people are carrying around large notebooks
• We are carrying around MLS sheets, real estate contracts and documents and client files
• Not to mention large notebook computers
It’s All Shifting to“The Cloud”
Current “Cloud” Access is shifting to tablets and
smartphones
So What Can YouDo with EverNote?
Store Documents• Blank Mortgage Apps• HOA information• Blank Listing Agreements• Buyer/Broker Agreements• Seller Disclosures• Qualification Forms
Property Marketing• Listing Intake Forms• Listing Agreements• Photos• Videos• Area Information• Other marketing plans
– Social media / press releases
• Tracking and Conversion metrics• Keyword Research• Google Hangouts (online
marketing)
So What Can YouDo with EverNote?
Listing Presentation• Create a standard (stock)
presentation• Change just a few slides• Add in picture of client’s
home• Have pre filled listing
agreement ready
Buyer Information• Pre Qualification info• Useful area information• Client feedback (when
visiting properties)– Voice Memos– Pictures
• Instant signing, storing and execution of documents– Purchase contracts– Good in this current market of
low inventory
So What Can YouDo with EverNote?
Brand Recognition• Personalize your realtor.com
mobile app• Referral Marketing• Online Marketing• Video Marketing
Office (Business) Management& Organization
• Agent Recruitment• Track membership sites and
credentials• Tasks and To-Do’s Lists• Auto transcribe and email
telephone messages (using Google Voice)
• Business Card Management• Equipment Purchase
Retention
Time Saving TechniquesThru TWO Ideas
TemplatizeAutomation
And it’s just the tip of the iceberg
So What Is EverNote andWhy Should You Use it in Your Real Estate Business
EverNote is a program that will:Help organize your dayHelp speed up redundant tasksGet more contracts signed in the fieldKeep track of ALL your contactsFree up more time in your day
SO THAT YOU CAN GET
So What Is EverNote andWhy Should You Use it in Your Real Estate Business
More Listing AgreementsMore Buyer AgreementsMore Referral PartnersMore Closings
ULTIMATELY – MORE MONEY
Thursday’s Training Agenda
• How to Set up an Evernote account• How to get familiar with it• How to create notes and folders• How to templatize folders
CHANGES IN KNOWLEDGE AND SKILLS
CHANGES IN ATTITUDE AND
HABITS
EMOTIONAL BRAIN
THINKING BRAIN
CHANGES IN KNOWLEDGE AND SKILLS
CHANGES IN ATTITUDE AND
HABITS
EMOTIONAL BRAIN
THINKING BRAIN
Action Trumps Knowledge
Taking action NOW is the single most important step
you can and will take