Trainer in Social Media &
Real Estate

Apps every Virtual Agent needs

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.

Foundational Apps
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.

Docusign Ink
My digital signing program for offers, listing agreements, amendments, personal things, etc. Love this app b/c it syncs with my 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 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, Trulia, 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. App or 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.

Availability Calendar.

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