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