Forever Evernote

I admit it. I am hopelessly, woefully in love.

With Evernote.

What is Evernote? Here’s the description from their website, Evernote.com:

Evernote allows you to easily capture information in any environment using whatever device or platform you find most convenient, and makes everything accessible and searchable at any time, from anywhere. Use Evernote to capture your ideas, snapshots, voice memos, things you see online, and just about anything else that you want to remember.

Their slogan is “Remember Everything.” And that’s exactly what Evernote does.

And they have the COOLEST logo on earth, in my opinion (above, next to the block quote).

Here is a nice visual – also from Evernote.com – that conveys what Evernote does:


Practical: How I Use Evernote

A question I get asked frequently is this: How do you use Evernote in real life on a daily basis?

Here’s how:

  • As client service/transactional record: This is one of my favorite Evernote uses: keeping a chronological record of documents, phone calls, client notes, contracts, offers, listing docs, closing docs, etc. and just about anything else that relates to a specific real estate transaction. I do this by setting up a specific “Notebook” (that’s the term Evernote uses to describe what is essentially a folder) with the name of the client and the street name, e.g. “Smith | Wall Street.” I then put anything and everything that relates to that transaction in that Notebook. It’s as simple as typing or dragging and dropping PDFs into the Note that you create.
  • As sharing vehicle: Evernote is awesome for sharing information with someone else. Continuing the prior point, I share my transactional records with my clients, which eliminates the search for documents that so often happens when you get a call from a client or when they misplace something you gave them. All you do is click on a specific Notebook, select “Share Notebook” and follow the easy instructions from there (special thanks to Thomas Cunningham  – @HomesbyThomas – for showing this to me).
  • As to-do list: Evernote is great for keeping to-do lists. It even has a little “checkbox” creator that allows you to place a checkbox next to an item in a list and then “click” that checkbox to put a little checkmark in it to indicate the item is done. Cool.
  • As web clipper/bookmarker: Evernote has a “browser add-on” (example below) that you can add to your browser of choice that allows you to click and save any webpage (or specific section of content from within a webpage) into a Notebook. This is really slick, I do this constantly, and this has become my de facto bookmarking method. You can download the add-ons here:
    • For Chrome, click here
    • For Firefox, click here
    • For Safari, click here
    • For iPad, click here

  • As voice note recorder: Evernote even allows for the recording of voice notes! I walk my dog a lot, and I use this feature frequently to make notes to myself that, knowing me, I would otherwise forget.
  • As idea incubator: I am constantly working on and developing new ideas. Evernote is ideal for cobbling together concepts, projects and ideas over a period of time because it’s so easy to go back to a Note and work on it, whether it’s for a few hours or just a few seconds. It’s like having every thought you’ve ever had at your fingertips, immediately searchable and findable, all the time. I cannot even begin to imagine how much time Evernote has saved me simply because it makes is nearly impossible to lose anything.
  • As note pad: Evernote is great for jotting down a random thought or something that you simply just don’t want to forget. I use it for grocery lists, random thoughts that don’t fit elsewhere and just about anything else where you’d normally use pen and paper.
  • As diary: I am notorious for keeping notes on just about everything I do (example: I have recorded every workout I’ve done since I was 17 years old, spread across countless volumes of notebooks, loose leaf paper, Palm Pilot, computer and now Evernote). Rather than continue to destroy rain forests, Evernote is the perfect place to keep your running diary.
  • As iPad turbo-charger: This is my current favorite Evernote use. I am one of those “I better take my computer to that meeting, because I might need to pull up something while I’m there” people. Now, I just preload a Note with every conceivable document I might need for a given meeting (or for a day’s work while on the go), and I leave my MacBook Pro at my desk. Evernote has “turbocharged” my iPad to the extent that I now frequently leave my MacBook Pro at home when I go into my office. Truly, it is a mega-mobility-enabling technology (and yet another reason why I feel brick-and-mortar in real estate is an endangered species).

Evernote does a  lot more than what I have described here. You can also email notes, save Tweets and probably a lot of other functions and tricks that I haven’t learned yet (I still consider myself an Evernote novice).

FULL DISCLOSURE: It took me several attempts – in which I started using Evernote and then stopped – to get the hang of it. So, if you try it and it doesn’t grab you at first, my strong suggestion is to keep using it, because it WILL grow on you. I have found that, with *most* new technologies, I eventually become bored with them or something else comes along that is a newer/cooler/bigger/better version of whatever that thing is and I quickly forget about the earlier “shiny object.” But Evernote is unique in that the more I use it, the more I discover about it, and the more I love it. At this point, it feels indispensable to me…

Give it a chance! I’ll bet you’ll end up loving it as much as I do!

Click here (affiliate) to learn more about Evernote!

PS – Chris Smith (@TechSavvyAgent) talked about Evernote in a recent video he did. Check it out here (his comments about Evernote begin at the 12:00 mark of the video).

PPS – Here’s a cool little video I got from Evernote.com:

March 2, 2011 UPDATE: Evernote has come out with an upgraded version for the iPhone. Here’s a video that explains the new features:



Trackbacks Comments
  • I gotta say Mike – I can’t even remember what I was doing before Evernote. I use it for bookmarks, web clips, ideas, voice notes, and everything else. It’s an amazing tool and I’m glad to see you highlighting it here.
    Jonathan´s last [type] ..Get Leads Online with this Easy to follow plan

  • Nice job as usual Michael!
    Chris Nichols´s last [type] ..An Enticing Proposition

  • I’ve been using Evernote for the past three months. I’ve found two challenges:

    1 – KISS.
    2 – Developing an efficient workflow for working with clients.

    Those two things aside, it’s freaking brilliant.
    Jim Duncan´s last [type] ..Albemarle County Assessments are Online

  • Debbie McBee

    I saved the RT of the link to this post to Evernote for later consumption … today. Great post! I, too, downloaded the app, became bored and ignored it for several weeks (months?). Nikki Beauchamp’s enthusiasm turned me back on to its potential. I’m hooked.

  • This is just what I needed to get started with it again. Thank you!! I, too, stepped away for awhile, but have intuitively known it was a powerful tool. Thanks for the practical tips. Probably a dumb question, but I am assuming if you are going to share with a client, or anyone, the sharing happens through Evernote (as in they need to have Evernote installed also). Correct?
    Thanks again for the valuable information!

  • Mike – Just saw your tweet and decided to check out your post. I used Evernote a few years back, and like you, gave up. I’ll give it another spin and hopefully I’ll find it as useful as you do. Thanks!
    Joshua Dorkin´s last [type] ..Interview with Chris Clothier of Memphis Invest: Turn-Key Real Estate Investments & Landlording

  • I too, have fumbled around with Evernote, going away, and coming back several times. In part this is because of exactly what you elude to here, Evernote is so flexible it can be just about anything you need it to, which means you have to create your use. For many, including myself, this has been a deterrent but also what brings them back. I love it, but I know I haven’t made the most of it.

    I did want to add the two things I am most excited about with Evernote: It is strictly in combination with the iPad2 or iPhone/Android phone, and that is the ability to meet a potential seller and take notes and snap photos while touring the home. You step out after the meeting, take a few minutes to summarize and then send your notes and photo’s back to the owner and say “This is what I heard you saying….”. You have just told that seller you are responsive, tech savvy, and most importantly that you were listening.

    The second: setting up your buyers to do essentially the same thing, but as they tour homes. OR you can do it for your buyers. Take your pick.

  • Mike, thanks so much for sharing this very informative & instructional post. Thanks to everyone else for your suggestions as well. My broker, Vincent Koo, suggested I start blogging since I love to share my daily real estate stories so I just started m first blog series, Adventures in Door Knocking, this weekend. Evernote will certainly come in handy! Colin, I can hardly wait to try your advice. I have been working on sending thank you cards after an appointment, but this is more personalized, technological savy & less expensive means of communicating than the card & stamp! Thank you again!

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