Evernote for Real Estate. B Mobile. Copyright Racheli Refael Smilovits NMLS# 64918

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1 B Mobile or B Gone

2 The Crew

3 Racheli s Bio Evernote for Real Estate Licensed since 1991 Doing mortgages since % 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

4 50 Ways to Use Evernote in Your Real Estate Business Why Evernote Features How to use it for you Real Estate Business and become Paperless

5 B B Mobile or Gone Mobile Stats and Seller Apps aol 9 years to obtain 1,000,000 customers Face Book 9 months to obtain 1,000,000 customers draw something app 9 days to obtain 1,000,000 customers 62 homes per second are viewed on Zillow app

6 Flooded by apps Evernote for Real Estate How many apps you using to keep track of Buyers Listings Training Paper work Favorite websites Presentations s attachments Million things right?

7 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.

8 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

9 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

10 Is it secure? Evernote for Real Estate 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.

11 And this is free? Evernote for Real Estate 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.

12 Premium Version Evernote for Real Estate 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

13 Definitions Evernote for Real Estate 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 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.

14 Definitions cont. Evernote for Real Estate 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

15 Evernote for Real Estate

16

17 Confirmati on you will receive Evernote for Real Estate

18 Works On Everything!

19 Works On Everything!

20

21

22 Deleting Notes 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 Restore Note

23 Tools / Options Evernote for Real Estate Sync When You Want To

24 Searching Evernote for Real Estate

25 Install the Web Clipper

26 Web clipping

27 Droid Evernote for Real Estate

28 IPhone Evernote for Real Estate Picture New Note Flyer / Paper

29 Ipad Evernote for Real Estate

30 Galaxy Tablet-Droid

31 Buyer File Evernote for Real Estate

32 Sharing A Note Or Notebook

33 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

34

35 Keep Templates Evernote for Real Estate

36

37

38 Bonuses for those who act FAST Text FBTOOLBOX to To First 10 Reviews get 1 hour Private Marketing with Racheli FB FTL Realtors FB Marketing and Technology Copyright Copyright Racheli Racheli Refael Smilovits Refael Smilovits NMLS# 64918

39 Evernotes Resources evernote-for-real-estate/

40 For Questions On Anything Related To Real Estate Or Not Go to 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.

41 Bonuses for those who act FAST Text a word from the list below to Racheli YourWebsite REToolBox PriceReport MyPropertySite REBarFTL FBTOOLBOX Evernote Dedicated to your success Racheli racheli@loans-4-u.com B Mobile or B Gone

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