50 Ways To Use Evernote For Your Real Estate Business.

50 Ways To Use Evernote For Your Real Estate Business.

I LOVE EVERNOTE! I use it daily and encourage you to do the same. As I am the magnet for all things real estate tech apps and general real estate BS. I receive all kinds of interesting emails DM’s and phone calls.

Enter Shawn Massey CCIM,SCLS  The Shopping Center Group

Please check out his killer blog/website www.retailrocksinthemidsouth.com

He has created great list of apps to use for real estate and he specifically did a major drill down for Evernote.

Take it away Shawn!

Evernote can become one of your most valuable business tools if you develop habits and set up automation to save information, located it when you need it, and share it selectively with clients or other business contacts.

Because Evernote can search within PDF files, and uses OCR to search text in images, just about anything you can get into Evernote from your computer, cell phone as text, or cell camera is searchable later.

It’s a really efficient way to store information,but even more so, to locate it later.

Here are 50 ways in which I use Evernote in my real estate business.

1. Email notes right out of Evernote to anyone.
2. Take photos of plats, courthouse documents, etc. and send to Evernote
from the field.
3. Take photos & text notes to pic message to Evernote to remember
caravan/tour property features.
4. Document new home construction progress with pic/text messages to
special Evernote address.
5. Again in new home deals, take photos/text notes to document change
order completion.
6. As you move around the Web, clip images, pieces of text, or entire pages
to a note.
7. For Google Reader users, the “Send To” link can be set up to send the
feed item to a note.
8. If you’re using a GPS enabled phone, text in coordinates to a note.
9. Instead of email drafts, unclutter email by working on developing items in
a note, then email the note

Office, Time Management & Accounting.
10. Using both the onboard software and the Web version, everything stays
synced between them.
11. Using a Jott.com link, send transcribed notes with link to audio on to
12. Share notes with others by sharing entire notebooks securely.
13. Use an Assistant Notebook to selectively share instructions and notes with
an assistant.
14. For brokers, use Agent Notebooks for the same purpose.
15. Add task completion check boxes to notes to know when agents/assistant
complete a task.
16. Text notes to assistants and agents from the field, saving for
documentation in Evernote.
17. Take cell photo of receipts, text in for a record, and text is searchable.
18. Use email rules/filters to auto‐send invoices from email to Evernote.
19. Take cell photo of checks before deposit, and deposit receipt after, text in
to a note.
20. Evernote can be set up to monitor and auto‐sync with folders on your
computer to copy documents to notes without hassle.

Transaction Management.
21. Using filters/rules, have all emails mentioning buyer or seller names go to
22. Services like Google Voice, Callwave, Jott, or other voicemails with
transcribed text can be forwarded to transaction notebook, and link to audio
goes with it.
23. If accompanying inspectors, use pic/text messages to document
inspection issues.
24. Use “before and after” cell camera images to document repairs
completion to a note.
25. Use a shared transaction notebook to share images and notes with
remote buyers.
26. Deliver documents via attaching them to notes in a shared notebook.
27. Before they disappear, document survey corner stakes with pic/text
28. Bring all emails, documents, notes, text messages and voicemails into one
transaction folder.
29. Take cell picture of electric and gas meters for numbers and readings for
utility swaps.
30. When transaction closes, save all notes in folder to html to print to one
document in date order.
31. Save closed transaction folder notes in Evernote format to hard drive and
CD for recall later, deleting the notebook.

Listings Management.
32. Create an image and info notebook to share with prospective buyers via
33. Keep up with all notes, tasks, seller comments, seller emails, etc. in one
listing notebook.
34. Document property check visits for remote sellers with pic/text messages,
copy to Evernote.
35. Call in notes with Jott.com from cell phone with lockbox codes, other
property issues.
36. Impress seller on first visit by taking cell images with text to save and
remember features you’ll want to market about the property.
37. Clip property listings from sites like Realtor.com, Trulia, etc. to send the
full page to the seller.
38. When other Realtors comment or give feedback via email or voicemail,
send to listing notebook to share with seller.
39. Send immediate voice‐to‐Jott feedback to seller and Evernote when you’re
showing your listed property.
40. Save time & trips by taking cell images of utility bills to file for verification
of account numbers and utility costs…text searchable in the images.

41. Clip marketing ideas from websites, or send links from feed readers to
Evernote for use later.
42. Share a notebook with your newspaper ad rep to share ideas and make ad
43. Do the same sharing thing with your website or blog person(s) to clip
ideas from around the Web, like “Can we do this?”
44. Work directly in notes, rather than other software, to make sharing or
sending via email later easy and fast. Add to the note as ideas develop.
45. Use Evernote’s great search capability to pull together everything you’ve
saved in the past related to keywords or people.
46. Take photos of business cards before you lose them. Don’t scan, as
Evernote will search in the text of the card.
47. Send Tweets to Evernote with special command right in the tweet. Keep
important consumer Twitter interactions where you can find them.

48. Evernote pulls together all types of information from various sources in a
way that allows good organization and easy location of information later.
49. Using online faxing, you can have faxed PDF documents automatically
forwarded into Evernote for storage and retrieval.
50. Using both the software and online versions, you have complete control of
your synced notes, and redundant protection.

Duke Long

  • Great List. Glad to see others using Evernote so heavily in their business!

  • Interesting. Every time I try to use evernote for my property appraisal inspections, I give up and pull out my notepad. Maybe I’ll give it another shot.

    • Chase, be sure to check out the voice recording feature for taking notes; if you use the correct icon, Evernote will record voice and transcribe to text at the same time but separately. You can edit the text and erase the audio if desired, for sharing with client, staff, etc.

  • davelewand

    Fantastic recommendations. Evernote is a real powerhouse. I’ve found Pocket (formerly Read It Later) http://getpocket.com/ to be a versatile content management app/service as well. Keep it rockin’, Sean!

  • Shawn Massey

    For my complete list of APPS please email me at shawnm@theshoppingcentergroup.com

  • Duke, It sounds like you use Evernote very extensively! Curious though – as you became more familiar with it, did you tend to create fewer and/or less specific folders, and more Tags instead? I’m in the process of combining several folders and tagging them instead, because of the awesome search-by-tag features in Evernote, and when saving the note in a hurry, it seems easier to apply several tags than to decide which folder or subfolder it belongs in.

    • dukelong

      Tags tags tags

  • That’s so cool. I’m always searching for programs that help to increase productivity and keep track of everything. I will defintely going to try out Evernote.

  • Pingback: The Retail Strategy – 50 Reasons to use Evernote()

  • Great ideas! I’ve been working on adapting to my business. Evernote has lots of great features that can virtually eliminate paper. However, I still find myself falling back on PaperPort for filing documents and pictures. Thanks for sharing.