How-to: Evernote Business for real estate

How-to: Evernote Business for real estate
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How-to: Evernote Business for real estate

How to: Evernote Business for real estate

Real estate professionals love working in Evernote Business because it helps them stay organized, better communicate with clients, and achieve business goals. Evernote Business can help you and your team keep track of everything, including marketing pieces, property reviews, client notes, and transaction details, so you and your team can work more effectively.

Here's how to integrate Evernote Business into your real estate workflow.


Collect key information

Buyers and sellers are looking to your team as their real estate experts. Critical to success is the ability to collect, find, and share key information in a timely fashion as you all work together. Evernote Business makes it easy for you and your colleagues to gather everything and access it from anywhere.

Add a shared business notebook for everyone to share notes with document templates you can use and reuse, including:

  • Pre-approval document checklists
  • Walkthrough checklists
  • Qualifying questions/checklists
  • Blank forms
  • Resource lists of contractors, painters, stagers, and other frequently-needed individuals and companies

How to: Evernote Business for real estate

You and your team are probably staying updated on market trends, demographic reports, and neighborhood updates. Create a shared "Market Updates" Business Notebook where everyone can collect and access this information. Forward emails with key updates to your notebook, and add reports you find on websites. Since Evernote Business is available on your computer, tablet, and smartphone, you can review these updates anywhere, such as when you're waiting for a client to arrive for a property tour.


Spread the word

Whether you're networking at in-person events and conferences or marketing online, marketing yourself and your listings is probably a big part of how you spend your time. Evernote Business can help you share information about your services and collect information about the people you meet.

To centralize your expertise and share what you know with potential clients, create a shared notebook full of relevant info about you and your local market. This notebook can work as a link from your website, as a lead-capture tool to entice potential clients to sign up for more information, or as a link on your business card or other marketing collateral. Consider including things like:

  • FAQs about you as an agent
  • Notes about what homebuyers should know
  • Preparatory document checklists
  • Curated articles from the web

How to: Evernote Business for real estate

If you're collecting information about market trends and other real estate news (see above), it's probably of interest not just to you and your team, but also to buyers and sellers. After all, they probably would like to know about what's happening in their local market so they can feel confident they're making an informed decision. Copy relevant notes from your team's "Market Updates" notebook to your publicly shared notebook, and anyone with the link will see the content you've collected for them. Make sure to continue to update the notebook with new information and delete information that is no longer relevant.

As you meet people, use Evernote Business to keep track of them. Store everything in a notebook, including:

  • Business cards you've scanned with Evernote Scannable or the ScanSnap Evernote Edition
  • Notes from initial calls or inquiries

Attach tags to your notes as needed to indicate whether you would like to follow-up with an individual. Later, search for that tag and all the people you need to circle back with will show up, letting you or another team member who is responsible for follow-up take the appropriate action. Here’s more information on creating tags for individual notes.


Work with buyers and sellers

As you build relationships with buyers and sellers, you'll have a lot of details you'll be working on with them - property ideas, reports, disclosures, and many other types of information. You can collaborate with them in Evernote Business to keep everyone centralized and on track.

For each client relationship, create two notebooks. The first one is for internal use for behind-the-scenes information, including:

  • Notes on the client's preferences
  • Details of interactions with the client
  • Properties you and the team are reviewing but haven't yet decided if the client would like

Share the notebook with your team with modify permissions so everyone can contribute.

You'll also create a second notebook for each client containing information you want to share with them, so they can add their own ideas and keep you updated. Include in this notebook:

  • Selected properties they may want to consider (encourage them to comment on what you've collected)
  • Web clips of comps
  • Post-tour thoughts
  • Clients' own notes and thoughts on what they do/don't want moving forward

Make sure to give the people you share the notebook with the ability to add their own notes - that way, your clients can add their own thoughts about properties they've seen and ideas for moving forward.

As you meet clients in the field for property tours, make sure to bring your mobile device. Use Evernote Business on your phone or tablet to:

  • Take photos at property tours (these can be marked up with client feedback as needed)
  • Create audio recordings of clients' thoughts during walkthroughs
  • Add checklists or notes of what they did/didn't like about a property

How to: Evernote Business for real estate

Pro tip You and the client can then use this notebook as the central spot for sharing all information about properties and their work with you. Spouses looking at properties together can also collaborate within the notebook.

Close transactions

As you work on closing your real estate transactions, keep all the details in shared notebooks that you, your team, and your clients can all access. This notebook can include:

  • Scanned bank pre-approval letters with signatures
  • Property disclosures and inspection reports
  • Copies of all transaction documents

This notebook can become the spot where all the details of client transactions are kept for recordkeeping. If you give clients a closing gift that has paperwork, such as a home warranty, store a copy of the details in the notebook as well.

How to: Evernote Business for real estate


Keep your team organized

Even after a successful sale, continue using Evernote Business to keep track of your regularly-used business documents and tools. Create a shared business notebook for your team with documents like:

  • Core values and mission statements
  • Contact information for key personnel
  • Policies and procedures

Download templates