![]() ![]() I use templates to make my transaction note setup quick and easy. ![]() Any communications with my client, the cross agent, a lender, title company, home inspector and anything else goes in here. Inside each client’s notebook I have a master transaction template which on the top contains all of the important contact information and contract information I may need at a moments notice.īelow that I have a master checklist for everything that will need to be completed.Īnd finally I have a table that has all my transaction notes. I send all important emails, all contracts, inspection reports and any related information into the clients notebook, which I share with them. I manage my complete transaction inside my clients notebook. These are five things you are probably not doing, unless your name is Michael McClure, that can transform how you and your clients work. In this article I am going to talk about 5 power uses of Evernote that I wish I knew about when I first started using Evernote. ![]() Last year I transformed my business by making Evernote my one go to tool to handle my complete transaction management, task management and productivity center. ![]()
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