We wrote a short blog post about how to use Evernote (and Dropbox) for real estate transactions. The post also includes a few note templates for managing transactions, to-do check list and similar.
- Create a dedicated notebook for each customer
- Create a note to managing transactions (template: https://www.evernote...4b078d5061af2f8)
- Create a “to-do” checklist of everything that needs to be done during the course of the transaction (template: https://www.evernote...f7b9b026830fb87)
- Create a note which a list where you add everything that happens during the course of the transaction (template: https://www.evernote...7aee179390429b1)
- Create a note with informative, helpful lists for clients (template: https://www.evernote...2d01850e78cac7a)
- Creating links between documents
Regarding Dropbox, you can think that Dropbox is more like the floor-to-ceiling stack of (neatly organized) filing cabinets in your office, while Evernote as sticky notes posted all over your desk.
The back office probably uses (or should use) Dropbox for simple sharing of final documents, photos, files, and other important data. Dropbox has better sharing than Evernote for office work, and the simplicity of a “drag-and-drop” file system makes it much more sufficient for office workers with a heavy workload.