In Real Estate, Everything is Evernote-worthy

Posted on Dec 3 2014 - 4:29am by Suzanne De Vita

note takingHouse hunters these days use any and every portal to connect with a real estate professional. Unless you’ve got clones of yourself ready to record every exchange between you and a potential new client, keeping up with constant streams of communication is a challenge. (And if you do have clones, you’re probably way too advanced for this blog, and humanity in general.)

Think of note-taking apps as your clones. Platforms such as Microsoft’s OneNote, Google Keep and Evernote take the guesswork out of managing relationships. Evernote, in particular, provides agents with capabilities that are light-years beyond traditional note-taking. Here’s what I mean:

Client Notebooks – Real estate agents can create a comprehensive log of everything by grouping notes by client, effectively crafting individual, digital notebooks. Use your client notebook to store anything from appointment notes and negotiation conversations to transaction information and client feedback. Because documents are categorized by client, searching for something takes seconds.

Email – The platform comes with the option to forward all client-related emails to your Evernote account, with the added benefit of placing those emails in the appropriate client notebook. Agents can also generate professional docs based on the notes they’ve taken, emailing those to clients to keep the lines of communication open. If they’re on the fence about a home, for example, this is an effortless way to remind them of how much they liked the property.

Read more: 5 Technology Tools Every Agent Should Use

Property Tours – From a heap of notes, agents can effectively produce a custom property tour. Prior to showing, pull together an MLS sheet of the homes to be viewed, a calendar of all showings and hyperlinks to a map of the area in a single document.

For more Evernote tips for real estate, including how it can help agents manage personal lists, click here.

SuzSuzanne De Vita is RISMedia’s Online Associate Editor and social butterfly. Forever writing things down, she’s hoarded hundreds of notes on her (groom-to-be-determined) wedding.


2 Comments so far. Feel free to join this conversation.

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