As a listing agent, it is important to remind clients that it takes much more than a sign and a listing in the MLS to sell their home. Why not share the note containing all of the steps involved in successfully completing the transaction with the client? Remember, the client does not need an Evernote account to view the shared note. There are transaction management strategies that include Evernote. Share transaction management notes with clients. Here is an example of a note I share often when asked about my recent battle with cancer:Ĥ. Send a note containing the description and URLs of the posts. Perhaps a client needs information about the escrow process and your site contains a series of posts explaining the process. For example, one note could contain links to custom IDX searches for popular subdivisions. Create notes containing links to important online content. Relevant documents can also be attached to the agenda.ģ. Why prepare and print out agendas when the same information can be shared via an Evernote note? This note template (thanks for sharing from EC2013, Nate Ellis!) will keep everyone in the meeting on track, with discussion points, desired outcomes and the purpose of the meeting. Create office meeting agendas and share with attendees. Most agents have this printed out, but why not build it into a note and email it to clients?Ģ. Dean calls this the Buyer’s Resource Guide. My favorite (via Dean Ouellette) is a note containing phone numbers and websites for local utilities, phone/Internet, etc. Simply email the note stored in Evernote that has the names and contact information for trusted vendors.

Next time someone asks, “How’s the market?” why not reach for the phone or tablet and email the latest market report? Perhaps a client needs a recommendation for a plumber. Store all collateral/marketing pieces in Evernote. To put it into a couple words, like the Evernote motto, it would be “Distribute anything.” Evernote’s ability to share notes or notebooks via email or public URLs opens up a world of possibilities for real estate professionals. Lately, I’ve been focusing on a different use for Evernote. Whether snapping a quick picture, clipping from the Web, recording a speaker or typing in a note, Evernote remembers everything.

Evernote’s motto is “Remember everything,” and it does that extremely well.

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