A real estate agent has a lot of tools, tricks and resources out there to help connect with clients and simplify the daily job. However, all of this information can get a little overwhelming at times, so it is understandable that it is challenging to find the perfect mobile application or new piece of technology to help the process along.
One such program is called Evernote. This note-taking and archiving software can be the perfect addition to any real estate agent's arsenal, and it will help a professional go paperless and streamline his or her operations. Even so, getting started may be tricky for those who aren't familiar with these types of tools. In order to help avoid any costly mistakes, here are few tips and tricks to integrate Evernote into a business strategy.
Take it slow at the beginning
Evernote can be an ideal tool for the real estate industry. Uploading a document here can then be accessed later using any other device, simplifying the process and ensuring a real estate agent is up-to-date and on top of all paperwork at all times. This way, needed information will always be close by.
Jimmy Chickey, a real estate agent with Keller Williams Realty Southwest and contributor to ActiveRain, wrote that the best way to get started with Evernote is to take it slow. While the program is capable of a lot, perhaps the ideal strategy is to pick one function and learn that. For instance, Chickey only used it for taking notes. Once, professionals would have to scribble down on legal pads during meetings and conferences, or take a laptop and then either print out or email those notes around. Now, notes can be taken directly in Evernote, saved there and accessed from any device at a later date.
As a result, real estate agents will always have their notes with them. Evernote is also free for the base model, and can hold both written and audio files. At the end, a professional will be more organized and have a cleaner office.
Going paperless is a good idea for the real estate industry. That goal is easier with help from CRS Data, thanks to a wealth of information in the form of mortgage records, warranty deeds and much more. Now, a professional no longer needs to make a timely trip to the local courthouse.
Stay organized using Evernote
One of the best reasons to use Evernote is for its organization capabilities. Krisstina Wise, Evernote's real estate ambassador, wrote for Evernote that the software can also be used to keep track of all sorts of data.
For example, Wise noted that real estate agents will be able to follow all leads and potential new business using this program. A specific folder can be created, and notes can then be formed for each possible buyer. It will be easier to remember all of these people, and there will be less of rush to get them to take action if they are particularly stubborn. In addition, Evernote can also be used to manage transactions. Contracts can be created here, as can a closing checklist. This way, professionals will have all the information they need at their fingertips.