cloudHQ

Helping your productivity, 1 click at a time.

  • LinkedIn
  • Facebook
  • Twitter
Log in Sign up
MENUMENU
  • Home
  • Featured Apps
    • Export Emails to Google Sheets
    • Export Emails to Google Docs
    • Gmail Email Templates
    • Save Emails To PDF
    • Multi Email Forward
    • Email Campaigns and Mail Merge
  • Productivity
    • Auto Follow Up for Gmail
    • AutoBCC for Gmail
    • Email Signature Generator
    • Free Email Tracker
    • Free HTML Editor for Gmail
    • Free Screencast recording for Gmail
    • Gmail Label and Email Sharing
    • Gmail Phone
    • Gmail Screenshot
    • Gmail SMS Text Alerts
  • Google Workspace
    • Gmail
    • Google Apps
    • Google Docs
    • Google Sheets
    • Google Slides
    • Google Drive
    • Google Shared Drives
    • Google Contacts
  • Categories
    • Artificial Intelligence
    • Cloud Computing
    • Dropbox
    • Education
    • Egnyte
    • Google Chrome Web Store
    • More ...

Power Uses of Dropbox and Evernote for Real Estate

If you are a real estate salesperson, you have undoubtedly experienced the frustrations of overwhelming paperwork, disorganization, and time mismanagement due to the slow transfer of files and documents. If you’re looking for a power plan that will get you organized and operating at a quicker and more efficient progress, this article is for you. If you already have a good power plan, that’s great, but this one just might be better, so read on. 

Using Evernote for real estate 

Create a dedicated notebook for each customer 

Creating a notebook for each customer you deal with offers better organization and easy searching. You can store every kind of information you need in Evernote– notes, interviews or other audio recordings, photos, and even PDF documents. Most aspects of a transaction can be completed within Evernote and the rest can be completed through Dropbox. With these two tools, you have a perfect power plan for selling real estate. 

Within this dedicate Evernote notebook, you can store important documents, emails, inspection results, contracts, and other important information with the client. Make a notebook for the client, store all documents in a dedicated Evernote notebook, and share that notebook with the client. This way, they have access to information they need and you have, plus it can make the signing of documents a much faster and efficient task. 

Managing transactions 

With Evernote, it’s simple to make a transaction table with all of the pertinent information stored in it. You can also add tags to this document for even easier searching.

image

The Evernote template found here: https://www.evernote.com/shard/s195/sh/9299c8a7-db33-4198-9d6e-e036be1a9971/b37bb669f3148ac1a4b078d5061af2f8

You can also have a “to-do” checklist of everything that needs to be done during the course of the transaction.

image

The To-do template can be found here: https://www.evernote.com/shard/s195/sh/560b16dc-8157-4bc8-974a-2d782ffc548c/28473e0082561adb1f7b9b026830fb87

You should make an organized list, noting everything that happens during the course of the transaction. Any contact with the client, agents, or other sources, can be recorded- everything should be documented, and you can even provide links to relevant documents or other sources within this table.

 image

The template for the above can be found here: https://www.evernote.com/shard/s195/sh/3c1e4e3e-cb0d-4f1e-a459-f550f5886f59/44fb6ced3756418587aee179390429b1

Creating templates 

You can create a variety of templates within Evernote that can help you during transactions. Unless you want to create the same tables and documents every time you deal with another transaction, it is advisable for you to create templates such as the transaction table, the “to-do” checklist, and the transaction notes table that I listed above. Of course, you can create your own, or revise these to meet the needs of your real estate business.

You can create a special notebook called “Templates” and add notes with empty tables there. 

Create links within notes 

This is an extremely helpful and organizational method to keep up with important documents or information. Important information in your notes often relates to other documents or sources, and a link can be created on that text that links to other sources on the internet or to other notes or documents that are stored within Evernote. This enables all pertinent and related information and documents to be linked together in your notes for easy organization and searching. By creating links to all other documents on the main templates, you will never have a hard time finding these documents as there will be links to all of them right in front of you. 

Create informative, helpful lists for clients 

Creating an informational list on everything the client needs to do before the closing on their home, as well as contact information for local companies that can handle these tasks, is something that can help them immensely. 

image

Here is the template: https://www.evernote.com/shard/s195/sh/028288a2-502d-466a-aa3f-421ebb5d072e/8be03b3f2159b46a62d01850e78cac7a

Create to-do lists and manage tasks 

As you can see in the templates above, a “to-do” list is imperative if you wish to stay organized. Not only can you create the “to-do” checklist but you can also set each entry as a separate task; then use tags to manage the task and set due dates. This is an excellent way to stay organized and ensure that nothing gets skipped or overlooked. 

Using Dropbox for real estate 

One reason that Dropbox should be used in conjunction with Evernote is the fact that the closing document will not be able to be created or saved in Evernote because more than likely you will need to use Microsoft Word or a compatible program. By using Dropbox, the document can be created in Word, saved to Dropbox and instantly shared with the client for review. Dropbox is integrated with Docusign as well for easy document signing and sharing. PDFs can quickly be created and shared as well. 

The main power use of Dropbox is the superior sharing capabilities. The back office probably uses (or should use) Dropbox for simple sharing of documents, photos, files, and other important data. Dropbox has much better sharing than Evernote, and the simplicity of a “drag-and-drop” file system makes it much more sufficient for office workers with a heavy workload. 

Here is how simple it is to share folders using Dropbox: 

When you open Dropbox on your computer, it will look like any other Windows folder. You can create or move existing folders (and files) to this folder. Once you have a folder you wish to share, it’s easy to share. If you want to choose the share settings straight from your computer, simply right click on the folder and choose “Share this folder.” Input the email address of the person you wish to share with and it’s done.

image

If you are accessing Dropbox from the Dropbox website, simply follow these steps: 

  • Sign in to the Dropbox website
  • Click on Sharing from the sidebar on the left
  • Press the button labeled “New shared folder”
  • Input the email address of the person you wish to share it with. 

It’s that simple to use, and from that point on, you can just drag and drop files into that folder and they are instantly uploaded to all devices that have access to that account- desktop computers, laptops, smartphones, and tablets.

image 

Another power use of Dropbox is the fact it can sync with all devices so the information can be accessed anywhere. The office workers can access it from the desktop PC, the agent in the field can access it on their tablet or smartphone, and the client can access it via whatever device they are using. 

Now, as you can see, using Evernote and Dropbox creates a power plan that allows all aspects of the transaction to be created, edited, documented, stored, and shared in a fast and efficient manner. There is one way you could make it even more efficient, and that’s by syncing Evernote and Dropbox together. This ensures that all documents created or emailed to Evernote are instantly uploaded to Dropbox. This means you don’t manually have to send the files from Evernote to Dropbox, which can be a little time-consuming depending on your methods. You will need a separate cloud service to sync Evernote to Dropbox, our recommended synchronization and backup service is cloudHQ. 

Well, there you have the perfect power plan for real estate. This is by far the fastest and most efficient method for selling real estate that we currently know of. By using these two powerful cloud services, your work will be more organized, tasks will be completed more efficiently and will not be overlooked, and documents can be shared within seconds. Take real estate selling to the next level with this power plan.

————————————————————-
Related links:

  1. 6 Real Estate Tips from Krisstina Wise https://blog.evernote.com/blog/2012/02/22/6-real-estate-tips-from-krisstina-wise-new-real-estate-ambassador-plus-evernote-for-real-estate-webinar/
  2. Evernote for Real Estate book https://deanouellette.com/evernote-real-estate/63/
  3. Evernote For Real Estate by Lindsay Oparowski on Apr 16, 2012 https://www.slideshare.net/loparowski/how-to-use-evernot

Posted On: 2/27/2013By: Dizdar Senad

Filed Under: Dropbox Tagged With: cloudhq, dropbox, Evernote, real estate

View AMP version

Footer

cloudHQ Backup, Migration & Sync
cloudHQ Backup, Migration & Sync product can sync, back up, copy, migrate, convert, and replicates data between different cloud service providers.
GET STARTED
cloudHQ Apps

We all hate email, but still, spend most of our day there. Because of that, we created over 60 Gmail productivity tools to help keep you be productive in the email.
All cloudHQ Apps
Contact Us
  • Contact
  • Terms Of Service
  • Privacy
  • Security
  • Table of Content
Subscribe
©2025 cloudHQ - All Rights Reserved.

Categories

  • Amazon S3 (5)
  • Artificial Intelligence (33)
  • Auto Follow Up for Gmail (1)
  • Cloud Computing (213)
  • cloudHQ Apps (431)
    • Attach and Embed YouTube Video in Gmail (2)
    • Auto Follow Up for Gmail (6)
    • auto gmail follow up (4)
    • AutoBCC for Gmail (8)
    • chatgpt for Gmail (13)
    • ChatGPT for Google (1)
    • ChatGPT Sidebar (2)
    • Convert Google Docs To Gmail Drafts (1)
    • Display Email Time by cloudHQ (1)
    • Email List Builder (20)
    • Email Privacy Protector: Is My Email Tracked? (4)
    • Email Reply Status (1)
    • Email Sender Icons (1)
    • Email Signature Generator (19)
    • Email Templates for Outlook and Gmail (9)
    • Email Tracking Blocker (2)
    • Email Zoom text Reader (2)
    • Export Emails to Google Docs (7)
    • Export Emails to Google Sheets (55)
    • Formatted Email Subject Lines (4)
    • Free Email Tracker (20)
    • Free HTML Editor for Gmail (3)
    • Free Mail Tracker (5)
    • Free Pause Gmail (4)
    • Free Screencast recording for Gmail (11)
    • Get My Receipts (1)
    • Gmail Auto Label (4)
    • Gmail Button (5)
    • Gmail Conversation Thread Reversal (1)
      • Gmail conversation view (1)
    • Gmail Copilot (8)
    • Gmail Email Links (3)
    • Gmail Email Templates (89)
    • Gmail Free Online Polls & Surveys by cloudHQ (4)
    • Gmail Inbox Zero (1)
    • Gmail Label and Email Sharing (25)
    • Gmail Message Preview (1)
    • Gmail Notes (3)
    • Gmail Phone (2)
    • Gmail Screenshot (13)
    • Gmail SMS Text Alerts (12)
    • gmail snippets (2)
    • Gmail Tables (3)
    • Gmail Tabs (5)
    • Gmail Time Tracker (3)
    • Gmail URL Link Preview (5)
    • Gmail Web Clipper (1)
    • Google Docs Templates (15)
    • Google Forms Templates (2)
    • Google Slides Theme Templates (1)
    • Happy Mother's Day Cards (5)
    • Highlight Emails in Gmail (1)
    • Hubspot Templates in Gmail (1)
    • MailKing Email Campaigns and Mail Merge (65)
    • mailking: send mass text from email text message SMS marketing campaigns (16)
    • mailto: (1)
    • meeting scheduler (32)
    • Multi Email Forward (7)
    • Multi Email Forward for Gmail (21)
    • Resize Gmail Sidebar (2)
    • save and backup my emails (1)
    • Save Emails To Box (2)
    • Save Emails To Dropbox (3)
    • Save Emails To Egnyte (3)
    • Save Emails To Google Drive (8)
    • Save Emails To OneDrive (2)
    • Save Emails To OneDrive Business (2)
    • Save Emails To OneNote (2)
    • Save Emails To PDF (43)
    • Save Emails To Salesforce (3)
    • Save Emails To SharePoint (6)
    • Save My Email (1)
    • Save My Emails (3)
    • Send Your Email to SMS (text) (6)
    • Share & Attach Files In Gmail (2)
    • Simple email view (4)
    • Sort Gmail inbox by (5)
    • Sync Google Drive With Dropbox (3)
    • Sync Salesforce Contacts To Google (2)
    • Tiny Sketchbook (3)
    • Unique URL Links for Email Conversations (4)
    • Valentines Day (2)
    • Video Email (9)
  • cybersecurity (1)
  • Dropbox (73)
  • Education (7)
  • Egnyte (9)
  • Email Templates Gmail (4)
  • Email Templates Outlook (4)
  • Google Chrome Web Store (4)
  • Google Sheets Templates (3)
  • Google Workspace (194)
    • Gmail (68)
    • Google AI (3)
    • Google Apps (40)
    • Google Contacts (1)
    • Google Docs (56)
    • Google Drive (73)
    • Google Shared Drives (1)
    • Google Sheets (17)
    • Google Slides (9)
  • Happy Easter Cards (1)
  • HTML editor for Google Drive (1)
  • Microsoft 365 (3)
  • microsoft sharepoint (2)
  • Mobile Text Alerts for Gmail (1)
  • Outlook Email Templates (4)
  • Productivity (1)
  • technology (1)
  • Text Editor for Google Drive (1)