I don’t know about you but trying to remember everything that needs to take place on just one real estate transaction is crazy right? Emails, faxes, sales agreement, receipts, notes, photos, listing presentation, text codes, voice mail notes, tax info power points, word docs, buyers, sellers, home inspections, pest inspections is nearly impossible? Its time to get some help. We are going to show how to use Evernote to get organized and take control of your personal and Real Estate life! How would it feel if you could Capture, save and share ALL your information in one very organized place that is available in the clouds on every device instantly? Don’t worry, you don’t have to spend one cent to Implement this strategy.

1. Getting In Control Of Today’s
Information Overload
50 Ways to Use Evernote in Your
Real Estate Business

2. Only Using Evernote for Note Taking Is Like

3. Flooded by apps
• How many apps you using to keep track of
– Buyers
– Listings
– Training
– Paper work
– Favorite websites
– Presentations
– Emails
– Email attachments
– Million things right?

4. A Couple Ideas For Evernote!
• Every Customer
• Sellers during process
• Buyers during process
• MLS tours
• Expenses / Taxes
• Make a habit of saving everything
• Events
• Trips, Vacations
• Tie in mobile device, Ipad, IPhone, Droid
• Except change and train yourself
• Share with team members
• Checklists
• To-Do list
• Kids to-do list
• Clips from websites
• Documents of all types, PDF, Word, Power points, Photos and Video

5. Make it a habit
• You will never get the full effect of Evernote
unless you actually use it.
• Give it 30 days.
• They say it takes 21 days to make something a
habit

6. Is it secure?
• An Evernote representative stated in a recent
webinar that Evernote uses the same security
when passing data that banks do. If you trust
your bank, you can trust Evernote
• Another great feature is if you have delicate
information such as a password you are storing in
a note, you can highlight the text, right click and
encrypt the data to make sure no one could ever
access it.

7. And this is free?
• Evernote starts out with a free version that
has most of the basic features that the paid
version has
• With the free account you can upload up to
60MB of data per month. With the paid
version, that gets raised to 1GB of data every
month.

8. Premium Version
With the premium version you also get some
enhanced capabilities:
• Increased file size from 25MB to 50MB
• Offline notebooks
• Note history to see earlier versions
• Faster image recognition
• Top priority support
• Allow others to edit your notes
• Create a secure PIN lock for your mobile devices
• Hide ads
• Make PDF’s searchable

9. A Couple Definitions
• Notes: A note is any individual entry into Evernote. A
note can be a note you typed, a photo you took, a
website you clipped, an audio recording, or an email
you forwarded, or more.
• Notebook: A notebook is a collection of individual
notes. Think of your notebook in school. You had the
wide-ruled pages and on the inside cover you may have
had a pocket to put other notes or items all related to
that one subject. You can have one notebook, but for
real estate I am going to show you why you will want to
have more than one.

10. Definitions
• Stack: A stack is a collection of notebooks. For example, you can have a
stack called "Buyers" in which you keep all of your buyers’ notebooks, and
another called "Sellers" In which you keep your sellers’ notebooks, or just
a stack called “real estate” in which you kept all your real estate related
notebooks.
• Tags: Your tags are attributes which you apply to your notes. You can
search by tags or select certain tag groups and see the notes with just
those tags. This allows you to see similar notes on a subject even though
the notes may be in separate notebooks. Give a lot of thought to your tag
structure as you will not want your tags to get out of control.
One example of how tags can be useful is if you scan your receipts into
Evernote. You could tag them with “receipt”, but if you track two types of
receipts, for tax deductions and for reimbursement, a better tagging structure
would be "tax deductible" and "reimbursement

11. www.evernote.com/getit

13. Confirm Email

14. Email
Confirmation
you will
receive

16. It Should Download Automatically

17. Works On Everything!

19. Your First Note

20. Deleting Notes
• To delete the new note you just created is
easy. All you need to do is click to select the
note, then hit the delete key on your
keyboard.

21. Restore Note

22. Tools / Options

23. Sync When You Want To

24. Searching

25. Click All Notes First

26. How many notebooks do I need?
• This is your choice
• No right or wrong answer
• If you will be sharing notebooks you would
want to have separate notebooks

27. Tags
• Tags are like descriptions or attributes for your
notes. Tags allow you to group like items and
makes them easily accessible in the future
• Just like notebooks, there really is no right or
wrong way to work with tags. That is one of
the great things about Evernote; it gives you
the flexibility to make it your own

28. Note linking

29. Right Click / Copy Note Link

30. Highlight / Format / Hyperlink / Add

31. Getting information into Evernote
There are about a dozen ways to get information into Evernote. You
can:
• Type a note
• Direct scan
• Audio note
• Email it
• Web clipper
• Snap a picture
• Print it directly in
• Auto import
• Skitch
• Penultimate
• Drag it
• Tweet it in

32. Your Evernote Email

33. Set Evernote As A Contact
• Set up a contact as Evernote
• So that

34. Install the Web Clipper
http://evernote.com/webclipper/

35. Web clipping

36. Choices For Web Clipper

37. Droid

38. IPhone
Flyer / Paper
Picture
New Note

41. Ipad

42. Ipad

43. Ipad

44. Ipad

45. Ipad / Pro Version / Offline Notebooks

46. Ipad

47. Sharing Notes / Notebooks
• If you want the person you are sharing the
notebook with to be able to edit any of the
notes, then the person doing the sharing needs
to have the $45/year, $5/monthly premium
account.
• If you work with a partner and only one of you
has the paid account, then the person who has
the paid account should be the person who
shares the notebook with the other.

48. Sharing A Note Or Notebook

49. Sharing A Notebook

50. Sharing With One Individual

51. Sharing With The World

52. Note Or Notebook Shared With You

53. 2nd Step

54. Its Now In My Evernote Account

55. For Questions On Anything Related To
Real Estate Or Not
Go to www.facebook.com/groups/agentmastermind
• Its private
• Only members see the posts
• Your family, friends and clients won’t see that you
are learning and growing.
• Its fun!
• Over 900 members now and growing.