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Using Evernote in the Real Estate world


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  • 6 months later...

Steve has great videos, I love the way he does them. You can learn a lot from those and it is always good to get the experience where ever you can. I joined a group of investors that deals with a lot of investment properties and it is really good learning experience for myself. We worked with clients that were buying, selling and renting property... They like my progress and they even offered me to work with them. I am blessed to have an opportunity like that and I will do everything I can to be good at it. I will never forget Steve's videos though.

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The great thing about Evernote, is that you can set it up to serve the way you work best.  Just think of it as your digital filing cabinet, and then determine how it is most useful for you.  My wife is a Real Estate agent, and set up largely depends on your volume.  You could either set up a notebook for each "client" or use tags, but the main thing you will probably find useful is the ability to forward relevant emails about a deal you want to save, along with copies of the documents you need to maintain in your records.  

You could also create one "index" note for each active client or deal, and link to the supporting materials, with a running todo list of things that need to happen to get the deal finished.  After you use it for a while, you could set up a few templates so you don't have to recreate the checklists needed for each deal.

Just start using it and see how it goes.  Good luck

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  • 10 months later...

I adore Evernote! It is the best tool that you can use in business. It is very comfortable to use. You can easily find the information you need very fast, and also, it is an efficient way to store the data. Firstly, I saw a buyers agent who helped me own my house, who uses Evernote in his work. All his information is well structured due to Evernote, and he could easily find and give us details about a house or an apartment. There he has photos with all new home deals. And also, there, he writes pieces about the wishes of the buyers. And I think that he had such well-structured information that made it easier for us to buy the house we have now.

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