SIOR Fall World Conference - iPad Best Practices

Over 800 SIORs came together in Chicago last week for the SIOR Fall World Converence.  

Above is the overview of the iPad presentation.  My goal was to discuss several apps that

I use daily and walk through step by step how I use them.  I have been to several sessions

where they go over 20 apps in 20 minutes. Typically they don't give an idea of how to use

the apps. Below is the link to the slides for the iPad presentation. I hope this is helpful. Feel

free to comment below, call, or e-mail me with questions. 

iPad presentation:

Evernote in Commercial Real Estate……

Here are questions that I kept asking myself:

·         Where did I save the note about the phone conversation I had last Friday? 

·         I am not in the office and need the details of the phone call with David regarding the Main St Building.

·         What do I do when I come across an article that I want to read? I don’t have time to read it immediately or I want to save it and re-read later.

·         What do I do with the notes that I took on my yellow pad when I was in the meeting with my client today?

·         Which one of the 100 post it notes on my desk did I write that phone number on?

I now use Evernote. It helps me “Remember Everything”.  I have set up Evernote on my PC computer, iPad, iPhone, & Laptop (I can’t remember the last time I used my laptop, but Evernote is there just in case).

 Evernote allows me to keep up with conversations that I have, general property information, client information, Articles that I need to read or have read and want to keep for future reverence and my to-do list. Currently I have set up the 9 notebooks in Evernote: Clients, Listings, Prospects, Articles, City, NEW NOTES, Personal, Tasks, & Technology. I also have set up 44 tags in Evernote. Several of them are: today, Errand, client name, building name, Need to call.

I have limited the number of notebooks that I use. Just about everything I do can be filed into one of my notebooks and from here I can easily search my tags.

When someone calls I immediately open a new note in Evernote, either on my computer or iPad. After making the notes from my phone call, I add it to the appropriate notebook.  Then I tag the note.  Several notes have multiple tags on them. Examples of tags can be - The clients name, the building name, today - if I need to do something with this note today, errand - if I need to do something with this note while I am out of the office. The tags create easy searches when I need to find the note.

I also have Evernote linked to my internet browser and my outlook. When I am looking at a website and want to save the site or article for future use. I click the Evernote icon and can quickly choose a notebook and tag the website. Now it is saved for future use. When someone sends me an e-mail that I need to keep for follow up or use as a reference. I can click the Evernote icon quickly choose a notebook and tag the e-mail.

When I am out of the office I have several techniques that I use with Evernote.  In the tools of Evernote, you can set up an Evernote e-mail address.  If I get an e-mail while I am out of the office that needs following up on or I don’t have time to reply. I can forward it to Evernote. These e-mails are set to go into New Notes and can easily be tagged or filed when I have time. Since Evernote is on my iPhone I can quickly make notes, file and save them. 

Another app that I use is Noteshelf. This app allows me to write on my iPad with a stylus. After I take notes I can save them in Noteshelf or export them.  The export feature allows me to e-mail the note, export to dropbox, or export Evernote.

Evernote has something called the Evernote Trunk. I encourage you to take a look at the apps that are compatible with Evernote. There may be an app that allows you to use evernote in another way that I have not seen or in a way to help in your business. I also would encourage you to follow them on twitter on to reach