Power Uses of Evernote and Dropbox for Real Estate

[Senad 10]

Hi,

 

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.

 

http://blog.cloudhq.net/post/44163462900/power-uses-of-dropbox-and-evernote-for-real-estate

 

In short:

• Create a dedicated notebook for each customer 
• Create a note to managing transactions (template: https://www.evernote.com/shard/s195/sh/9299c8a7-db33-4198-9d6e-e036be1a9971/b37bb669f3148ac1a4b078d5061af2f8)
• Create a “to-do” checklist of everything that needs to be done during the course of the transaction (template: https://www.evernote.com/shard/s195/sh/560b16dc-8157-4bc8-974a-2d782ffc548c/28473e0082561adb1f7b9b026830fb87)
• Create a note which a list where you add everything that happens during the course of the transaction (template: https://www.evernote.com/shard/s195/sh/3c1e4e3e-cb0d-4f1e-a459-f550f5886f59/44fb6ced3756418587aee179390429b1)
• Create a note with informative, helpful lists for clients (template: https://www.evernote.com/shard/s195/sh/028288a2-502d-466a-aa3f-421ebb5d072e/8be03b3f2159b46a62d01850e78cac7a)
• 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. 

 

 

Thanks!

Senad

[ironandsilk 0]

Thanks for sharing, Senad.

Does anyone have experience using Evernote to underwrite different real estate options?
I've use GoogleDrive's spreadsheet whenever I'm going to rent a place.

 

Since evernote geotags notes and takes photos, I think it would be pretty cool to use for underwriting.  But GoogleDrive's spreadsheet is better to compare multiple locations with datasets, especially when sharing with collaborators or other investors.

 

I'd love to hear thoughts from someone using evernote as a way to compare different investment opportunities.

 

Sam

[Renata from DC 0]

Hi,

 

In some of your checklists, what does COE stand for?

[BurgersNFries 2,407]

Hi,

 

In some of your checklists, what does COE stand for?

I would guess 'close of escrow'.

But, one would think from your sig that you would already know this...???

[Srinibash Dhal 0]

This is the good media of sharing real estate documents.

[Sarahhall 0]

it is really cool app for sharing Documents ..