Evernote: the modern real estate agent’s best friend

“Using Evernote to only take notes is like buying a Ferrari for the cupholders.”

— Scott Hudspeth

We recently compiled a list of what we think are the most essential apps for real estate agents in 2014. You may have noticed that one seemingly obvious application was missing: Evernote. Evernote is more than an application; it is a portable personal assistant. Not only does this handy little app work on smart phones and tablets, it is also available on PCs and Macs. You can sync up every piece of technology you have, and never again have to worry about leaving a document on your work computer.  There is no way we can cover all of the magic of Evernote in one blog post, so we’re going to just scratch the surface. If you want an amazing and in depth overview of how Evernote works specifically for real estate, this webinar from Agent Mastermind is fantastic.

evernote app

Evernote can seem a little intimidating at first. There is so much that you can use it for; it could seem easier to just stay with your current way of organizing. We promise, however, if you stick with it and take time to learn the ins and outs, Evernote will save you time and money. Gone are the days of sticky notes and clutter. Without further ado, here are some of the reasons we believe that Evernote is essential for the modern real estate agent.

Eliminates the Need For Paper

woman looking at cell

Whether or not you are environmentally conscious, it is no secret that having paper lying around everywhere can be confusing and overwhelming. Even if you’re an extremely organized person, it can be hard to remember where you wrote a specific note or phone number. With Evernote, you no longer need the clutter. You can take notes, or simply take pictures of notes, phone numbers, emails, bulletins—you name it—and have them all saved to your various notebooks. Your notes are then accessible from any of your devices. At a home with a client and forgot your laptop? Not a problem. You can easily pull up all of your notes and notebooks on your smartphone.

Saves Time and Energy

If you’re anything like me, you’ve spent many hours searching through all of your folders looking for one specific document, email or photo. You remember putting it somewhere, but when you look, it’s nowhere to be found. As a real estate agent, your time is money, and you can’t always afford to spend it looking for some paperwork. On Evernote, you can not only save all of your documents, but you can tag them and link them to other notes in your other notebooks. With these tags, your items become quickly searchable, saving time, energy, and stress.

Organizes the Chaos

unorganized papers

Within Evernote, you can take individual notes, which could be an email, a photo, a clipping of a website—pretty much anything. From there, you can organize those notes into individual notebooks. This is an amazing thing for real estate agents. You can easily organize all of your notes into notebooks by client or listing.  You can go further by grouping your notebooks by stack. Now, you can easily group all of your notebooks by category, such as buyers, sellers, former clients, etc. Instead of having files and files of physical papers, you can now hold all of that information on your phone, tablet, or computer!

Securely Stores Everything

If you’re worried about the safety of your documents when they are all being synced from device to device, don’t be. Evernote uses the same security that banks use to keep your information safe. You can store legal documents or contracts within this app, and rest assured that you’re in control of who can access it. If you want even more security, you can even encrypt your data, so no one other than you can access it.

Easily Add to Your Marketing Efforts

Because Evernote makes it so easy to add links, photos, videos, and PDFs (to name a few things) to your notebooks, you can easily create amazing things for your marketing campaigns. You can customize tours of your listings—which could really set you apart from competitors—as well as take notes, recordings, and photos while showing homes. Being able to record buyers’ reactions to homes could really help you figure out exactly what they are looking for, as well as things you could improve during a showing.

There are two versions of Evernote: Basic and Premium. You can accomplish pretty much everything with the Basic version, but with Premium, there are many more options, such as the ability to share items with a team and letting them edit notebooks, etc. Investing in Premium could be incredibly valuable, especially if you work with multiple other people.

Well, what do you think? Have any of you used Evernote for your real estate business? If so, what do you like and dislike? We’d love to hear your input in the comments!

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