Evernote for real estate real estate agent tool box racheli 954 800 0330 by Racheli Refael (Smilovits)

Evernote for Real Estate

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Evernote for Real Estate

The Crew

Evernote for Real Estate

Racheli’s Bio • • • •

Licensed since 1991 Doing mortgages since 1995 98% ratio Pre-Qualification to closed Looking for ways to say yes. Closed a Realtor that was dragged by the Red and Blue Bank 3 month to get a “Denied” • Direct Lender • All types of mortgage loans, Residential to Commercial. • “Talk to Racheli it’s Like Talking to 100 Banks” Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

50 Ways to Use Evernote in Your Real Estate Business

Evernote for Real Estate

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Mobile Stats and Seller Apps aol Face Book

9 years 9 months draw something app 9 days

to obtain 1,000,000 customers to obtain 1,000,000 customers to obtain 1,000,000 customers

62 homes per second are viewed on Zillow app

Evernote for Real Estate

Flooded by apps • How many apps you using to keep track of – – – – – – – – –

Buyers Listings Training Paper work Favorite websites Presentations Emails Email attachments Million things right?

Evernote for Real Estate

Apps • Evernote app folder for each buyer/Seller notes for each showing everything they like. have templates- qualifying questions photos of buyers Name folders in same way list all the properties you will show with address, MLS and ask them to take notes for each home avoid the “Salad syndrome” where all the houses get mixed up • realtor.com app let them draw boundaries they will be different than what you would draw Because they see things different • Mobil MLS app if go back to office buyers get cold feet someone else sent an offer… they are in the house experiencing it have a conversation right then and there how much to offer. Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

Apps • Mortgage calculator app if they want to put an offer pull the calculator with the total payment ask is this a comfortable payment? (they were prequalified • ZIPForms- or something your office uses • send the form to docusign so they can sign the contract digitally. • Cartavi app manages the signed docs so all parties have it • IAnnotatePDF allows you to make notations-changes to a PDF page and sign • PDF Expert $10 to sign docs • docusigninc to sign docs • Mortgage Cal Mortgage payment Calculator

Evernote for Real Estate

A Couple Ideas For using Evernote! • • • • • • • • • • • • • • • •

Every Customer Sellers during process Buyers during process MLS tours Expenses / Taxes Make a habit of saving everything Events Trips, Vacations Tie in mobile device, Ipad, IPhone, Droid Except change and train yourself Share with team members Checklists To-Do list Kids to-do list Clips from websites Documents of all types, PDF, Word, Power points, Photos and Video

Evernote for Real Estate

Is it secure? • An Evernote representative stated in a recent webinar that Evernote uses the same security when passing data that banks do. If you trust your bank, you can trust Evernote • Another great feature is if you have delicate information such as a password you are storing in a note, you can highlight the text, right click and encrypt the data to make sure no one could ever access it. Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

And this is free? • Evernote starts out with a free version that has most of the basic features that the paid version has • With the free account you can upload up to 60MB of data per month. With the paid version, that gets raised to 1GB of data every month. Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

Premium Version With the premium version you also get some enhanced capabilities: • Increased file size from 25MB to 50MB • Offline notebooks • Note history to see earlier versions • Faster image recognition • Top priority support • Allow others to edit your notes • Create a secure PIN lock for your mobile devices • Hide ads • Make PDF’s searchable Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

Definitions • Notes: A note is any individual entry into Evernote. A note can be a note you typed, a photo you took, a website you clipped, an audio recording, or an email you forwarded, or more. • Notebook: A notebook is a collection of individual notes. Think of your notebook in school. You had the wide-ruled pages and on the inside cover you may have had a pocket to put other notes or items all related to that one subject. You can have one notebook, but for real estate I am going to show you why you will want to have more than one. Copyright ©Racheli Refael Smilovits 2014 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

Definitions cont. • Stack: A stack is a collection of notebooks. example, you

can have a stack called "Buyers" in which you keep all of your buyers’ notebooks, and another called "Sellers" In which you keep your sellers’ notebooks, or just a stack called “real estate” in which you kept all your real estate related notebooks.

• Tags: Like Keywords attributes which you apply

to your notes. You can search by tags or select certain tag groups and

see the notes with just those tags. This allows you to see similar notes on a subject even though the notes may be in separate notebooks. Give a lot of thought to your tag structure as you will not want your tags to get out of control. One example of how tags can be useful is if you scan your receipts into Evernote. You could tag them with “receipt”, but if you track two types of receipts, for tax deductions and for reimbursement, a better tagging structure would be "tax deductible" and "reimbursement

Evernote for Real Estate

www.Evernote.com

Evernote for Real Estate

Email Confirmati on you will receive

Evernote for Real Estate

Works On Everything!

Evernote for Real Estate

Works On Everything!

Evernote for Real Estate

Deleting Notes

Evernote for Real Estate

Restore Note

â&#x20AC;˘ To delete the new note you just created is easy. All you need to do is click to select the note, then hit the delete key on your keyboard.

Evernote for Real Estate

Tools / Options

Sync When You Want To

Evernote for Real Estate

Searching

Evernote for Real Estate

Install the Web Clipper http://evernote.com/webclipper/

Evernote for Real Estate

Web clipping

Evernote for Real Estate

Droid

IPhone New Note

Evernote for Real Estate

Picture

Flyer / Paper

Evernote for Real Estate

Ipad

Evernote for Real Estate

Galaxy Tablet-Droid

Evernote for Real Estate

Buyer File

Evernote for Real Estate

Sharing A Note Or Notebook

Evernote for Real Estate

Notebooks for your Real Estate Business • • • • • • •

01_Prospects 02_Buyers 03_Sellers 04_Under Contract 05_Closed 06_Inactive z - Archive

•

put zeroes in front of our numbers and an underscore after. Evernote organizes everything first by numbers, then alphabetically. The underscore simply creates an obvious distinction between the notebook number and name, which makes our Evernote account easier to navigate

Example Each Buyer / Seller / Prospect Joe Jones_Buyers Donna Smith_Seller Beckey Pen_Prospect

Evernote for Real Estate

Keep Templates

Evernote for Real Estate

Bonuses for those who act FAST Text FBTOOLBOX to To 79564

First 10 Reviews get 1 hour Private Marketing with Racheli

FB FTL Realtors https://www.facebook.com/groups/134614513361085/ FB Marketing and Technology https://www.facebook.com/groups/REBarCampFTL/ Copyright Copyright ©Racheli ©Racheli Refael Smilovits Refael Smilovits 2014 | 2014 954-567-7300 | 954-567-7300 NMLS# 64918

Evernote for Real Estate

Evernotes Resources http://realestateagenttoolbox.com/ evernote-for-real-estate/

For Questions On Anything Related To Real Estate Or Not Go to www.facebook.com/groups/agentmastermind • Its private • Only members see the posts • Your family, friends and clients won’t see that you are learning and growing. • Its fun! • Over 9000 members now and growing.

Evernote for Real Estate

Bonuses for those who act FAST http://RealEstateAgentToolBox.com

Text a word from the list below to 79564 • Racheli • YourWebsite • REToolBox • PriceReport • MyPropertySite • REBarFTL • FBTOOLBOX • Evernote Dedicated to your success Racheli racheli@loans-4-u.com 954-562-6748

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