1. Your 2nd Brain in Real Estate
Organize and Store Everything in Business and Life

2. EVERNOTE Is Everywhere
EVERNOTE runs on every device you own
Iphone
Ipad
Android
Windows Desktop
Mac Desktop
Internet- Google, Safari, etc.
Everything Syncs wherever you are at…

3. EVERNOTE as a filing cabinet
Stacks-Top level- Active Listings
Notebooks-Under Stacks-Listings by address
Notes-Within each notebook are all the documents and notes for each listings
Tags-Helps locate notes on a macro level

4. Notebook Stacks

5. Inside the Notebook

6. NOTE LINKS There are master lists within each notebook.
The master list has links to each document in the notebook for easy reference.
Note links are easy to create. This year I have used them for:
Travel-Making a master list and linking to all reservations and plans.
Christmas-My master Christmas list was linked to copies of scanned receipts or notice of order status
Health Information- My master list has links to prescriptions, doctors, reminders, and reports.

7. See latest activities

8. EVERNOTE reminders

9. Team Task Lists

10. EVERNOTE Chat

11. EVERNOTE AND MOLESKIN
I prefer to write notes while I am on the phone or take lots of notes while I’m on a listing apt.
As soon as I write a page, I open EVERNOTE, and take a picture of the page which is now in a notebook in Evernote.
The moleskin has special paper that helps EVERNOTE use OCR technology to give me a digitized version of handwritten notes.
The handwritten pages can be tagged for reminders or smart stickers that will be a call to action within EVERNOTE

12. Handwritten Notes
Example of handwritten notes from my Moleskin with an annotation to do close up photos of the kitchen
A the top left corner, the name of the notebook appears, the date created and the home image to the left of the title indicates this is a shared notebook with my team.

13. Save templates

14. Funnel Stack
One stack I use is a “Funnel Stack” to follow the Sales Funnel System
Stacked under Funnel Stack are Notebooks for each Buyer or Seller Lead I’m working that has notes or documents
Each Notebook/Client has a tag, Hot, Warm or Cold
I review the Funnel Stack and create follow up reminders on what the action would be to follow up.
This does not replace a CRM ( yet) , but it is a way of storing documents, notes, communication and keeping my funnel in front of me for leads that will do something within days.
The tags allow me to search “hot” and everyone with that tag shows up.

15. Scan Directly to Evernote

16. So many uses for EVERNOTE
Life Intentions and Standards of Integrity
Important communication with clients.
Files and notes on my rental properties
Copy of office roster
Marketing letters
Referral information
Task Lists
Contractor Estimates
Copies of MLS documents-Listing and Buyer forms
Miracle Morning Template
Checklists of all kinds
Contents of my listing presentation with note links
HOA documents
Code to get in my car
Genealogy research and maps
Medical information
Articles I’m interested in ( web clipper)
Writing /Journaling