Tips & Stories

6 Real Estate Tips from Krisstina Wise, Evernote Real Estate Ambassador

6 Real Estate Tips from Krisstina Wise, Evernote Real Estate Ambassador

Posted by Kasey Fleisher Hickey on 22 Feb 2012

Posted by Kasey Fleisher Hickey on 22 Feb 2012

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Krisstina Wise owns a residential real estate brokerage in Austin, Texas called The GoodLife Team. Her company is a nationally-recognized thought leader for their approach to using technology and social media in running their business. See how Krisstina and her team of 26 employees use Evernote for everything from sharing client notes to moving a sale forward.

Get Evernote Business for Realtors

I use Evernote, Everywhere

  • Mac
  • iPad
  • iPhone

I use Evernote for…

Evernote has completely changed my life. I used to carry a notebook and pen with me everywhere I went, but have now completely transitioned to having my entire life in Evernote. It’s one of the 5 core tools that I use to operate my life and my business. At The GoodLife Team, every employee uses Evernote across a number of different devices. It’s been about six months since all of our agents started using Evernote and it has already become an invaluable and fundamental tool.

Above: a buyer’s notebook and snapshot of client tour with attached audio interview, imported PDF of MLS records of the property tour and client notes.

Here are a few ways that Evernote can be every realtor’s power tool.

  1. Create a notebook for every single customer. All of our agents have a notebook for every single customer they work with. With Evernote, it’s easy to store all types of information including notes on maps, recorded seller interviews (captured with Evernote’s audio feature), photos of houses, and PDF MLS sheets of houses that customers like. Agents can send everything to customers right out of Evernote.
  2. Start the buying process before getting back to the office. Once a buyer has chosen a house to purchase, the agent can move their file to the admin staff before stepping foot back into the office. Using Shared Notebooks, agents can communicate with admin staff, sharing all of their documentation so that multiple people can work on one client file at the same time and move it along in the buying process faster than ever. [Learn about sharing from Evernote]
  3. Make a habit of saving everything to Evernote. Making a habit of saving everything to Evernote is the first step to knowing exactly where you’ll be able to find information at a moment’s notice. Our agents save all of their house photos, client interviews, PDFs, and notes to Evernote. As a paperless company, we use Evernote to manage our customer files and easily capture, access and share information on the go. [Learn how to go paperless from Paperless Lifestyle Ambassador Jamie Rubin]
  4. Make use of mobile devices and Trunk integrations. On the sales side, everyone on our team works on computers and iPads, so it’s easy to get work done at the office and on site. When you’re in a mobile profession, it’s vital to have tools that can help you be productive, even when you’re not at your desk. In addition to utilizing mobile devices, we use Evernote-integrated Trunk apps to help us get more done. [Evernote Tip: Apps like RightSignature allow you to capture a digital signature and save it back into Evernote for easy access and for customer records.]
  5. Train your staff. We do training with our agents every Thursday. We sit down with our entire team and take them through a step-by-step program of how to maximize Evernote. Evernote is a really flexible tool, so we’re able to show team members some best practices and then allow them to create their own workflow version that fits their work style.
  6. Share with multiple team members. Whether you’re a buyer or seller-side agent, you can use Evernote to communicate with colleagues and customers. Share individual notes by emailing them straight from your Evernote account or create a Shared Notebook and grant access to select individuals. Premium Evernote users can modify Shared Notebooks, making edits to documents and saving them back into Evernote, adding additional info (like house photos or signatures), and making sure everyone is in lock step throughout the buying and selling process. [Learn about sharing from Evernote]

Evernote as my personal productivity tool

In addition to using Evernote in every aspect of my work, I find it to be an extremely valuable personal tool. I have a professional and personal notebook with multiple Notebook Stacks underneath. My personal notebook helps me manage all of my activities in one place.

  1. I create checklists on all different things, ranging from work to-dos to grocery lists. [Learn how to create a checklist]
  2. I clip everything into Evernote using the Evernote Web Clipper. We were recently interviewing some folks, so I asked interviewees to send their resumes to my Evernote account so that I could review them all in one place and refer back to them prior to and during the interviews.
  3. I save documents and share lots of files with my team members. [Learn how to attach files to a note]
  4. I have a wireless keyboard, which, together with Evernote on my iPhone, allows me to type notes even if I’m in a meeting at Starbucks. When I’m back at my computer, they’re all there for me in my Evernote account.
  5. My personal notebook includes recipes, my training program for my workouts, my kids’ activities and checklists. My husband and I also share notebooks to manage household things. For example, if I start a grocery list, he can finish it and we both have it on our iPhones if one of us goes to the store. [8 Great Ways Couples Can Use Shared Notebooks]

Frankly, I don’t know how I kept it all together before Evernote. I know that everything that is important to me is in Evernote, so I know exactly where to find it. This practice of saving everything to Evernote saves me so much time that I used to spend wondering where something is.

Join Krisstina in the Real Estate discussion forum.

Are you a realtor using Evernote? Share your tips in the comments below.

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Joshua Zerkel’s Productivity Tips (PDF)
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Carley Knobloch’s Spring Cleaning Tips (PDF)

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64 Comments RSS

  • Mike Hardin

    Interesting Post. I’m not an agent or a broker, but a beginning investor. My wife and I currently have two investment properties we are renting, and hope to acquire a third soon. I’d be interested to see how others use evernote for real estate investing. There are so many aspects. Choosing properties, capital acquisition, closing, rehabbing, finding tenants, finding buyers, managing rentals, screening tenants, maintenance of rentals, etc.

    • Krisstina Wise

      Mike, my husband and I are investors as well. We have a notebook for each of our properties and store all property information into each respective notebook. We scan in the lease agreements, repair receipts, etc. We store EVERYTHING in Evernote.

      Also, we use other property management technologies for managing the financials, etc. Message me personally if you’d like to know more.

    • Bob Rein, CCIM

      Hi Mike, I’m a commercial real estate broker and CCIM with NAI in Austin, TX. I specialize in investment sales. If your plans include commercial property for income generation, I can help with acquisition and disposition strategies. Please contact me at 512-818-9125. I would like to talk to you

      • Krisstina Wise

        Bob, I’m not sure how your post helps Mike with his question. Just saying.

  • Lisa Jacobson Brown

    Hi Krisstina, I just saw this post and wondered if I could interest you in a review copy of our latest book, My Evernote, by Katherine Murray. Que is a publishing imprint of Pearson, the largest publisher in the world (home to the Financial Times, Penguin, Prentice Hall, etc.). Let me know – I’d love to get your feedback and if you found the book to be favorable, ask you to let other realtors know the book exists!

    • Krisstina Wise

      Sure, I’d love to take a look at your book!

  • Babs

    Hi Krisstina,
    So Glad to know someone else is as ADDICTED TO EVERNOTE as I am! Initially it was hit & miss use, but over the past two years I have made it my EVERYTHING space. Like you, I assign each client a folder and ANYTHING related to that transaction goes there. I use tags as well as notebook stacks extensively.
    I have just finished scanning most of my home office hard copy files into Evernote using ScanSnap. I’m trying to convince my Broker husband to USE it. He’s had the app on his IPhone forever, but until recently he didn’t give it much thought. Hearing from your husband might win him and other resistant men to it’s invaluable merits! Congrats and best wishes in your new role!

    • Krisstina Wise

      Babs, my husband LOVES Evernote too. We share a lot of notes between us, especially for organizing house hold items. I think once your hubby starts, he will acquire the addiction.

  • property sale in usa

    This tips is really a a helpful to those people who are in a real estate industry and to those who are planning to buy a property in a real estate.

  • Jodi

    Thanks Krisstina! I’m a NJ Realtor and this list gives me so many great ideas! Really appreciate the detailed run down.

    • Krisstina Wise

      Great, Jodi. I’m happy this was helpful. I will soon be posting my Evernote for Sellers so be on the look out:)

  • Ron Dunagan

    Krisstina,

    Great to see that real estate has finally received an ambassador. Found your post to be very informative. I noticed that you referred to your personal notebook and your professional notebook. Do you have two installations of Evernote or just have it divided within your Evernote application?

    Thanks,

    Ron

    • Krisstina Wise

      Ron ….

      No, I do not have two different installations — I just organize all of my files under either a Professional Folder or a Personal Folder. My personal folder for example I share with my husband as this is where I store household necessities like grocery/Costco lists, kids’ activities/calendars, household repair folders, personal receipts, etc. This enables my husband and I to store and have access to the same household information making coordination and finding files between us very easy.

  • Kelly Williams

    I am a commercial real estate broker and currently use Evernote for personal things. I am very interested in this webinar but have a prior commitment. Will this webinar be recorded and available for later viewing. Thanks for considering.

    Kelly W.

    • Krisstina Wise

      Kelly,

      We have a replay of the webinar for our paid subscribers. In the event you are interested, you can find information about the membership on my personal website at www dot coffee with krisstina dot com. Let me know if I can answer any specific questions you may have. Thanks!

  • Jean Venezia

    Krisstina,

    Congratulations on becoming an Ambassador for Evernote! They picked the perfect person to be our Real Estate voice. I just enjoyed your Evernote webinar with Michael McClure, and am using Evernote in my Real Estate business. BUT, your article has given me great ideas and look forward to your next installment.

    • Krisstina Wise

      Thank you, Jean. Be sure to post different ways you are using Evernote. Every time I talk to a fan of Evernote, I learn a new way to use it!

  • Kathie Moore

    Congratulations on your status with Evernote! What a great accomplishment for your company and team and indeed all REALTORS.

    I’m working on all my notebooks now and can’t wait to use it for something more than notes and checklists.

    • Krisstina Wise

      Yes! Evernote has SO much more application for our real estate businesses than just for some note taking and checklists. Be sure to set up all of your client files in Evernote and store EVERYTHING about your client into that folder. You can save photos of the house they are buying, inspection reports, contracts, etc. And then, once you close, you can send them the digital file and they have ALL of their paperwork in once place. They will LOVE you for it:)

  • John Contabile

    Great webinar Krisstina!!! Thank You!!!
    Looking forward to more of what you have to say on this.

    I see some killer application for my wife’s business as well in the mortgage industry!

    Thanks again!

    • Krisstina Wise

      Thanks, John. Send me a screen grab of how your wife is using Evernote for her mortgage business — I’d love to see how she is using it. It could be helpful to other lenders — even my own:)

  • Marty Scirratt

    Way to make me and all of us at the Austin MasterMind proud!! I am a huge fan of Evernote!

    • Krisstina Wise

      Thanks, Marty! All of my Mastermind & BB notes are in Evernote:)

  • Katharina Marzola

    I missed the webinar :(, was it recorded and posted somewhere where I can listen to it?

    • Krisstina Wise

      Katharina (what a pretty name)

      We have a replay of the webinar for our paid subscribers. In the event you are interested, you can find information about the membership on my personal website at www dot coffee with krisstina dot com. Let me know if I can answer any specific questions you may have.

      Or, follow our training calendar on the site as I will likely to more EN trainings in the future.

  • Jarrod

    Thank you Mrs. Wise for the article it was incredible. I am learning to be an investor , what advice could you give me, with starting out? What are the first steps to real estate investing?

    • Krisstina Wise

      Jarrod … I have several blog articles that include tips for investing. Please take a look at www dot goodlifeteam dot com. Search investor and you will find the postings. If you do not find what you are looking for, send a note through the site, and we will send you our tips.

      By the way, where are you?

  • rmm30

    Hello, I am new to Evernote. I missed your webinar on 2/23. Is there a replay I can’t watch? Thank you.

    • Krisstina Wise

      We have a replay of the webinar for our paid subscribers. In the event you are interested, you can find information about the membership on my personal website at www dot coffee with krisstina dot com. Or, watch my training calendar on the site as I will likely to more EV training in the future.

      Let me know if I can answer any specific questions you may have.

      Thanks!

  • KCN Reddy

    HI Krisstina,
    It is Informative article for Realtors. I am into Real Estate Consulting and development in Bangalore,India
    I am using EverNote since 2 months and it is absolutely useful to record all the events of the day: particularly customer interactions, property list and photos etc..
    I appreciate the EverNote team for a great effort and great app.

    Cheers,
    KCN

    • Krisstina Wise

      Thanks KCN! I love that you are responding from Bangalore, India! How is the real estate business in your part of the world?

  • Jay

    Thanks for the insight Krisstina, I also invest in R.E. and would be interested in hearing this webinar if it was recorded.

    I have just started using Evernote and it does appear that the possibilities are endless. Organization is a job within itself and would appreciate any additional information available.

    ~Jay

    • Krisstina Wise

      Jay, We have a replay of the webinar for our paid subscribers. In the event you are interested, you can find information about the membership on my personal website at www dot coffee with krisstina dot com. Or, watch my training calendar on the site as I will likely to more EV training in the future.

      Let me know if I can answer any specific questions you may have.

      Thanks!

  • Akinyi Adongo

    I read this article today and it was exactly what I was looking for as a realtor in Africa (Kenya)
    Thank you Krisstina for the relevant tips!

  • Marty Reiswig

    Thanks for the post. I’m a new but avid Evernote user. This gave me some ideas and tips for going to the next level with it.

    Is the webinar posted anywhere? I’d enjoy watching it.

    • Krisstina Wise

      Thanks, Marty — I’m happy it was helpful. Once you start using EV, you will continue to love it more and more! The replay of the webinar is available to our paid subscribers — you can find out more about the memberships on my blogsite that is posted in the article above.

      I plan to do future training sessions as well — so watch the calendar.

      Thanks again!

  • Andy Piper

    Thanks for sharing your tips on using Evernote. Time to put it into use. May I ask what contact management software you use? Is there one that ties in well for managing tasks and future events such as 33 touch etc.? Thanks.

    • Krisstina Wise

      Andy,

      At the GoodLife Team we use Sales Force as our CRM system and use a tool called Mavenlink for our event/project planning system. Like EV, it is a great sysystem. Tell them we sent you and they will likely throw in a bonus for you:)

  • Charlotte Ducote

    I am also an Evernote fan! Thanks for sharing some practical ideas of how to use it in Real Estate. I would also love to access the archived version of your webinar, if possible.

    Thanks again!

    • Krisstina Wise

      Thanks, Charlotte ! I love that there are so many EN lovers in our real estate space.

      We have a relay available to our paid Coffee w/Krisstina subscribers. You can find out more on my blogsite that is referenced in the article above, in the event you are interested. Our members get free replays of all of our trainings for unlimited future use.

      Thanks! Please stay in touch.

  • Sherri Lynn Smith

    Evernote is a great concept. I had been looking for a program that would link information from laptops to phone for years and of course I wanted it to be free. This program is great! I recommended it on LinkedIn a few weeks ago.

    • Krisstina Wise

      Sherri — Yes, that is one of reasons why i LOVE Evernote — that my notes are synced on all of my devices. It makes life so much easier in that I always know the location of and have access to my files.

  • donna Plank

    I too missed the webinar and would love to listen to a replay of it.

    • Krisstina Wise

      Donna … We have a relay available to our paid Coffee w/Krisstina subscribers. You can find out more on my blogsite that is referenced in the article above, in the event you are interested. Our members get free replays of all of our trainings for unlimited future use. Thanks!

  • Mike Inman

    I read the blog post and comments on Evernote with interest. I recently started using DropBox and wondered if anyone has compared the two products. They seem somewhat similar except for the note taking capability of Evernote.

    • Krisstina Wise

      Mike ..

      Many people ask me this same question and it is hard to explain in a short note, but I’ll do my best. I think of them like a spoon and fork when sitting down to eat a meal. Although, they both have overlap (you can eat most food with a spoon or a fork) — each is better suited for different kinds of food — and, eating is easier if you have access to both vs. just one of the utensils.

      I use Drop Box for Cloud storage of formatted documents, large project files, marketing/graphic docs, etc. I pull a document down from the Cloud, use it or work on it, and then save it back up to the Cloud. I don’t use Drop Box as working tool — it is simply storage. I have a lot of staff, so we use Drop Box as a digital filing cabinet that we all go to.

      Evernote is a tool and I use it constantly. I use it to take notes, store small documents into a single file, create checklists, download articles for future reads — it’s more like a digital notebook than a digital filing cabinet.

      I hope this explanation helps. If not, let me know and I’ll see if I can do a better job of differentiating the two.

  • Doyle Boatwright

    Would really appreciate info on how to see your Webinar that I missed. Or, perhaps an upcoming one. Thanks much.

    • Krisstina Wise

      We have a relay available to our paid Coffee w/Krisstina subscribers. You can find out more on my blogsite that is referenced in the article above, in the event you are interested. Our members get free replays of all of our trainings for unlimited future use.

      Also, I plan to do future training on EV … so, be sure to watch the training calendar on my website.

  • Jeff Jasper

    Well written post!
    I too am getting addicted to Evernote.
    And, like others would appreciate seeing the webinar, if was recorded. And,include me in any future ones!

    • Krisstina Wise

      Thanks, Jeff!

      We have a relay available to our paid Coffee w/Krisstina subscribers. You can find out more on my blogsite that is referenced in the article above, in the event you are interested. Our members get free replays of all of our trainings for unlimited future use.

      I plan to do future trainings as well — so be sure to watch the training calendar.

  • Brendan

    If you are creating a notebook per customer, do you find you run into the 250 notebook limit, or do you move old customers into an archive notebook?

    • Krisstina Wise

      Yes and Yes.

      I archive old files that I don’t plan to access. I also save all client files into a folder that is in Drop Box so that I have the files in two locations.

  • Tom M.

    Love what you’re doing with Evernote and RightSignature. What do you do for documents that need to be notarized? Can an eNotary be part of the routing of a document?

    • Krisstina Wise

      Tom .. this is a great question. And, I’d love for others to pipe in here if they have found a solution. I have not been able to find a digital solution for paperless notarization of documents that can then be sent through the digital/mobile process that we use for non-notarized documents.

  • Cagayan de Oro Real estate

    Thanks for this tips, I’m passing my broker’s exam right now and I think I’ll give a try once I’ll have a team, it surely helps.

  • Brad Officer

    I’m also a huge Evernote fan and find myself with the EN app open at all times on my desktop.

    From your tips above, it seems evernote is being used as a CRM to some extent once your team has moved a prospect into the active customer role. Do you find your CRM usage being more for marketing and less for record keeping/transaction management?

  • Chris Sanderson

    DANG IT! Missed the webinar but I’m anxious to find good info and you always seem to have the good stuff! Any chance this webinar is available on recording somewhere?

    To your success!

    Chris

  • Larry Stovall

    Do you have a workflow diagram that gives a “snapshot/overview” of the processes? In a consulting engagement, I will encounter many business use cases involving critical steps that can be mapped to a common model. Also, I know that my wife’s real estate activity is process driven from several sources; her own methodology, broker/corporate requirements and practices, local/state RE Board rules, regulations and laws. Certainly, the “one size fits all” rule may not apply, but one can adopt and adapt common practices, hence the workflow diagram(s) question. I hope this commentary is not too far “off the wall.

    Larry Stovall

  • Devlin Reality

    Thanks for sharing valuable information.

    Orris curio city

  • Home Security in Austin, Texas

    Ahh! Krissti, missed the webinar. I am planning to get into a real estate broker profession and this sound a good for me in future.

  • Ann Landau

    I retired from a 30 year career in real estate sales. How I would have loved to have this capability then! I could make you laugh out loud if I recited all the old technologies and equipment I used to create what Evernote does so beautifully and simply. I recommend to all readers of this post to work with Evernote and a scanner and get free of paper, confusion and lost information.

  • Gordon Battersby Durban South Africa

    I attended the NAR convention in Orlando in November and was blown away with the technology you guys are using. Evernote was constantly mentioned so I have downloaded it onto my iPad and laptop. I can see the really great potential but have a question for you. You are using EN to capture and store records of buyers and sellers, do you have a template to capture the data and if so how do you create it in EN? Thanks Kristina.

  • Craig Mische

    Love Evernote!

  • AGonzalees

    This is a great tips and program. Another tip i want to share. I just finished reading “profits in real estate rentals” and it gave me lots if ideas on how to get started in real estate.