Six Ways For Realtors to Start with Evernote

In any successful realty firm, there comes when you start looking at technology that can take your business to the next level. Growth comes with many upsides, but also with growing pains like more paperwork from more employees working from the road. All of this can be a bit overwhelming, making it a struggle to stay updated on accounts.

In my search, I've discovered Evernote as a tool that has helped me organize, store and share with my team and clients. It's accessible on almost any device, so you can use your tablet and phone when you're on site, and your desktop when you're in the office or at home. It also stores audio files and clips from websites for reference later, because you never know where new leads might pop up.

There are many ways for agents to get started with Evernote, so to provide some inspiration I want to share six jumping off points:

• For staying legal and compliant - A big reason to use Evernote is to keep yourself legal. Keep disclosure documents, emails between the agent and client, etc. all in one notebook for each transaction. It is critical to log all communications for legal reasons and you can do it automatically with Evernote by CC'ing the email to your notebook address on emails or by using IFTTT. Realtors here in CA are required to keep all documents pertaining to a sale for seven years, something you easily can do that in Evernote.
• For All Things Communication - Use Evernote to share all those critical documents and information with clients or among your internal team, which can be easily referenced from any mobile device or desktop. Instead of crawling through files and emails that are currently spread out everywhere, collaborating through Evernote makes ideas and documents easy to reference.