Amy Out Loud
Trainer in Social Media &
It was great having a chance to speak at xplodethis.com in Houston. Wanted to give everyone a quick summary of what I talked about. If you have further questions, I would love to help you. Remember, you don’t need all of these, but use what works best for your work flow.
Dropbox- my online file cabinet
Evernote- my spiral notebook. I can’t live without this cloud based App!
Iannotate/PDF Expert- allows me to edit PDF’s on my Ipad
Contactually- the CRM I personally use, but other ones to look at are FollowUpBoss.com and Insightly.
Basecamp- allows me to manage multiple projects.
BackAgent- my online Transaction platform for my Real Estate Brokerage.
Felt- After meeting someone, I can send a branded Urban Provision hand written card to someone I may have met recently. Great prospecting tool. Available only on iPad.
Dizzle – Allows me to share the branded app with my clients of my go-to resources for my vendors like carpet cleaners, pressure washers, etc.
BombBomb – video email messaging but soon much more
Join.me- software that allows me to show my computer screen to an agent to help with training
EasilyDo- a smart virtual assistant app. It combines lots of apps into one- Great for time management
Zapier- an “if/then” App. You set up actions based on “if somebody contacts me via BetterVoiceMail, then I want this text to go to them” You can create lots of different scenarios.
Attend one of my training webinars or contact me to find out other apps we give to our agents.
As a virtual/digital/paperless agent, here are some of the apps, I need on a daily basis for working with clients! I am breaking them into categories, for ease of use.
Dropbox- it is my online file cabinet or what I use to call my briefcase. When I first started using Dropbox, I did not want to pay for storage, so I would just move my active/pending files into the Dropbox. Then when they closed, I would move them out and put them back on my C:/. Then Carbonite would back it up so I still had a cloud-based storage system. Quick “Amy” tip- to have a complete digital file, make sure you open your email attachments and save to Dropbox. Otherwise, you will be searching your email folders, Dropbox and Docusign for that executed amendment.
Is an online cloud based storage system that backs up my whole C:/ drive. It does not back up my software however, you can pay additional for that functionality. I think of Carbonite as my “attic”. When I use to use paper, I would close out my file in my database, then put in a banker’s box. At the end of the year, I would put the banker’s box in the attic. If I needed to retrieve a file, I would have to climb into my attic and dig through boxes. Now, I just open the Carbonite app and look for my file digitally. Another popular back up program is Mozy. Find one that works for you. Also, Carbonite allows me to restore my whole hard drive if I have a crash-which has happened to me on numerous occasions.
My digital signing program for offers, listing agreements, amendments, personal things, etc. Love this app b/c it syncs with my Docusign.com account.
Allows me to write offers and send for digital signing all in one app!! This App rocks my world b/c I can write an offer and get it signed normally in less than 5 minutes.
This is a pdf editing program I use on my iPad. Other popular ones are PDF Expert for Droid, iPad or Iphone. Also, I use neu.Annotate on my iPhone. I still prefer to edit PDF’s on my iPad. The PDF editing software I use on my PC is NitroPDF.com or on my MAC (b/c I don’t like the built-in one) is IskySoftPDFeditor.
This is our local Houston Association of REALTORS app that I use out in the field. Otherwise, a lot of agents use Zillow.com, Trulia, Realtor.com or the local association app.
JotNotPro or Genius Scan- if I have a physical pieces of paper and I need to convert to a multi-page PDF. There are tons out there, check the reviews first.
PhotoToPdf- allows me to take that contract that an agent sent as individual .jpgs and convert on my Ipad/Iphone to a multiple page PDF.
QuickOffice- allows me to edit Word or Excel docs
Apps for my Clients to Download
Houzz or Zillow Digs – helps them get ideas to stage their homes or if they are building new construction on what looks good in a house.
Docusign Ink- this is great if they have to sign something digitally for a lender, medical release forms, school records, etc.
Ipmt or some other mortgage calculator -if they are inclined to like to run their own payments before purchasing.
LightTrac- if the buyer is concerned about direction the house faces (Feng shui) or is thinking about putting a pool in and wants to know what way the sun will cross their back yard for optimum sun bathing exposure.
HAR.com App or Realtor.com App- I find out what app they are using to search for properties, then show them certain things they can do with the App.
-JotNotPro or GenuisScan- this is great when the seller needs to send me back the completed seller’s disclosure or copies or repair receipts.
Look for more blog posts about my Time Management Apps and other Apps I use as a Virtual Agent.
I realize that newer agents to this business are getting bombarded with all the things they have to learn and then you add on all the software & apps they need, they may be overwhelmed….. So I want to give some ideas that are just basic essential for every new agent to the business to have on their Droid/Iphone/Ipad! Personally, I think every new agent has an advantage over agents like me that had to take time to re-train their brains away from paper and re-learn their workflow. The brand new agent has lots of new ideas for their way of doing business. I am fortunate that I can sell virtually and that I have clients that trust me.
Ideas to get you started on the road to becoming a paperless/virtual agent. To learn more about it in a step by step instruction then you can register for my Agent on the Go Series on how to get started to go paperless/go mobile & go virtual. You can see the list of the series, as well as register here.
1. Get your mobile tool box set up- This includes first off an Ipad
2. Download your Foundational Apps to your laptop/Ipad/Droid/Iphone- these include , , and either or .
3. Basic Real Estate Apps
- Mortgage Calculator – I prefer Ipmt but there are several out there.
- Your local MLS App – I use HAR.com since that is my main MLS provider. If your MLS provider does not have a mobile app, then I highly suggest you get really comfortable with app or app because that is where the mobile consumer is looking.
- Net sheet calculator for your sellers- There are a ton of title companies once out there that you can use. I think it is a matter of preference.
- Mileage Recording App – Tons out there like, but the one I prefer is
- Photo editing software like SnapSeed so you can take photos of your community and push out through Instagram/Twitter and Facebook.
4. Basic Business Apps
- You will need a scanner/fax on the go, so I use or lots of my friends use
- A must have is a business card scanner like so you can quickly get prospects contact information into your contact database and not in that little pile on your desk.
This is just a starting point, meant to not overwhelm. Attend one of my webinars to see hands on how I use it in my daily real estate business as a practicing co-Broker/Owner of .
Have an “Apptastic” career!!
Replace that old spiral notebook with Evernote. Learn the basics here. Live demo along with Q & A will give you a chance to learn hands on!
***Important*** After paying through PayPal, you will receive an email receipt from PayPal. There will be a link in the email for you to reserve your seat on the GoToWebinar. Please don’t forget to do this step!
Videolicious is a popular app for making quick videos on the fly. I like the visual layout of the app as well as how user friendly it is for anyone. The three step process allows you to taking still photos and video clips from your Ipad/Droid/Iphone camera roll and upload them. Step Two is the part where you tell your story where you can do a quick video clip of yourself to promote yourself or youc company. Step Three allows you to choose your Music either from Theme Music preloaded in the app or from your iTunes albums. Be careful of copyright issues though.
Montaj is a cool video editing app for the Iphone that allows you to shoot clips, shake of your wrist to edit and then share with the world. The cool thing about this app is you can see your friends videos through their social network sharing. Don’t forget every time you create a MONTAJ video, share it to your Facebook and Twitter feeds and use the #MONTAJ hashtag (as well as @montajapp).
The next video editing app is beyond awesome…Splice…. gives you control over assembling video clips, music, photos, visual effects, text, audio mixing with synchronization of sound and voice-over. Wow with all of these features it sounds like it would be hard to use, but this app is simplistic in its editing.
The Magisto is an automatic video editing app that you just upload your video clips, select your theme, pick your music and then it transforms them into beautifully edited finished movies.
ReelDirector is very similar to Splice which allows you to edit a soundtrack, fade music, overlay text, pan and zoom, as well as trim clips. I like the number of choices for transitions as well. Good app but you not instinctive if you have never worked on a video app before.
Learn how to use Evernote App when you are working with Buyers. From the initial discussion, showing homes and getting through the transaction. Step -by -step basic hands-on instruction with Q & A at the end.
September 11, 2013
Simple easy steps to start blogging!
Tips and Tricks to use your Ipad in your Real estate biz
Another in the Evernote web series with Amy Smythe Harris on her Wednesday “Appy” hour.
You have already learned the fundamentals of Evernote, so now learn how to use it on a listing presentation or when working with a Seller. Live Demo with Q & A
Wednesday, September 4, 2013 11am PST