EVERNOTEFOR EVERYTHING

real estate

Krisstina Wise | GoodLife Team + Coffee with Krisstina

REAL ESTATE

BASICSEVERNOTE

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Setting upNotebooks• A notebook is a

collection of notes

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Adding Audio Notes

Moving Notes

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GOODLIFE TEAM

Setting Up Preferences

ADVANCEDEVERNOTE

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Emailinginto Evernote

[username].12345@m.evernote.com

@ notebook# tags

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Tagging• Creating a Tag

• Adding Tags to Notes

• Deleting Tags

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To Do Checklists

• Individual Checklists

• Shared Checklists

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Templates• Creating a Template

• Cut & Paste Templates

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Web Clippings

• How to

• Setting Default Notebook

REAL ESTATEBEST PRACTICES

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Set Up Client’s Notebook• Stack a Buyers Notebook

• Buyer Questionnaire Template

• Buyer Tour Template

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Set Up Client’s Notebook

• Stack a Seller’s Notebook• Seller Questionnaire

Template• Setting up a Listing

• Consultation Notes• Audio Recording• Taking Photos

• Saving documentation + communication to Client Notebook

• Home inspection photos/notes

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Closed Sales Notebook

Set Up Client’s Notebook

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Q&A