Trainer in Social Media &
Real Estate
713-503-2529
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Apps every New Agent to the Real Estate business should have….

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!!

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Zipforms to Docusign on your Ipad using Box.com

Ways to get your contracts signed when your client is not with you and your have your Ipad with you but not your laptop.

In this simple step-by-step process, you will be able to do just that.  Buy the Zipforms mobile edition (check with your Associations b/c they may have a discount) – This must be done first  from a PC/laptop previous to using on your Ipad.

Then create account on Box.com. Then click on +NEW, New Folder, type in name of Folder (ie: Offers or Contracts). Click on Keep  Private for Now, click on Okay. Now you must create an email address related to that folder so you can email upload documents to it. So click on the folder you just created. On the right hand side it will say Folder Options. Click on the drop down arrow on Folder Options, hover your mouse over the Upload to this Folder. You will see some options come up. Click on the one that says Email Files to this Folder. Then under the Email Options tab, click on the box that says Allow uploads to this folder via Email.Once you click on that, an email address will auto-populate below. Copy that email address into your Evernote notebook or as a contact in Zipforms. The email address will look something similiar to this –[email protected]

Now we are ready to send a Contract

1. Go to your Zipforms mobile site that you bookmarked (m.zipformonline.com) or go to the Zipform App on your Ipad.

2. Type up your contract on Zipforms on your Ipad.

3. Email to your Box.net folder as a PDF. ([email protected]– This is mine so please do not email to it, showing as an example only)

4.  Go to Docusign on your Ipad

5. Then Tap on New Envelope

6. Tap on Box Docs

7. Tap Folder it would have been emailed to

8. Then tap on the form you need to have signed

9. Tap Next, then fill in Email subject, Email message

10. Then tap Tag Document

11. Tap orange box saying Add Recipient

12. Tap Signer

13. Type in Name, Email address

14. On the right hand side, Tap signature or initial (whatever is appopriate). Then tap on the document where you need them to sign- It is not a drag and drop to do this. Then tap to move the signature in the correct place.

15. When complete, tap Send Now

 

Happy Signing

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