After we have agreed to list the property, I hand them my iPad which has a seller’s template containing a checklist of home details matching the Profile Sheet from our MLS. I also take pictures of items my clients highlight as the features about their home they like best. I make sure to take good notes, usually recording the conversation via Evernote’s built in recorder. When I arrive at a property I ask the potential seller to show me around the property and tell me about it. Take pictures of items you are going to ask for repairs on so you have before and after pictures.Īfter your tour is done you can email the note to your client so they can view them any time they like or share them with friends and family members.Įvernote is just as integral to my business when I am doing listings as it is for showings. While taking notes remember to take pictures of the master bathroom features they like most, so after viewing four or five properties they remember why thy liked what they did. Once you arrive at the property, open the note and start typing what your client likes or does not like about the property. Start out by adding the MLS tour you created to a note inside the client’s notebook.
Evernote templates real estate free#
Using Evernote for buyer’s tours makes a paper free showing a breeze. With Evernote’s powerful search those notes are never more than a few seconds away. When we use Evernote we can eliminate notebooks, Post-its and scrap pieces of paper, and have a single storage location for all our notes. Even if we had a single notebook we tracked everything in, finding a note we wrote two weeks ago could be a challenge. Unless we have a single location to keep notes, finding what we need later can be a challenge. We sometimes receive calls while we are on the road, at our desk, or at home. One of the challenges with being on the road is data collection and taking notes.
Evernote templates real estate full#
Here are ten ways I use Evernote to manage and work on my business.Īs full time real estate agents we are always on the go. I have replaced a few programs I was spending over $1,300 a year on, and now pay a whopping $45/yr for the Premium version of Evernote. Over the last year I have completely changed my business to almost completely run through Evernote. When Ricardo asked me if I would be willing to boil it down to ten ways an agent could use Evernote in their business, I jumped at the opportunity to share with his community. For those of you who follow me on Twitter ( click here to follow Dean On Twitter) you know I recently wrote a book called Evernote for Real Estate. The following is a guest post by Dean Oullette, VP of Business Development for Thompson’s Realty and an avid Evernote user and advocate.įirst I want to thank Ricardo for the opportunity to share my love affair with the wonder app Evernote.
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