Staying organized and managing transactions efficiently is essential to your success as a real estate agent. With numerous clients, properties, and documents to keep track of, the need for effective organization tools cannot be overstated. Enter Google Keep – a versatile and user-friendly note-taking app.

Why Google Keep?

Google Keep offers several benefits. Let’s explore…

Simplicity and Ease of Use: Google Keep has a clean and intuitive interface that makes it easy to quickly jot down notes, create lists, and set reminders without any unnecessary complexity.
Organization and Color Coding: You can organize your notes using color-coded labels and tags. This feature helps you visually categorize and prioritize your notes, making it easier to find specific information.
Versatile Note Formats: In addition to standard text notes, Google Keep supports various types of content such as images, drawings, voice recordings, and checklists. This makes it a versatile tool for capturing different kinds of information.
Collaboration: You can share your notes and lists with others, making it a useful tool for collaborative projects, shopping lists, and more. Multiple users can view and edit shared notes in real time.
Reminders and Notifications: Google Keep allows you to set reminders for your notes. You can choose to receive reminders at specific times or when you arrive at a particular location.
Archive and Organization: You can archive notes that you no longer need to actively work on, but want to keep for reference. This keeps your main workspace clutter-free while still retaining important information.
Cost: Google Keep is free to use, making it accessible to a wide range of users without requiring a subscription or purchase.

Note: Download the MOBILE app so that you have all your notes on your phone, and you can create, edit, and view them even when you are on the go!

How to use it?

Google Keep offers a seamless platform to create individual notes for each listing and transaction you have. When you start a new note:

Add a property photo to the header.
Add the property address & client name to the header.
Add a title to your note: INCOMING LISTING, ACTIVE LISTING, PENDING (Buyer or Seller - depending on who you are representing), SOLD (Buyer or Seller - depending on who you are representing).
Add all the details you want to document for that transaction.
Add a background color to your note. In the example below, INCOMING LISTINGS are tan, ACTIVE LISTINGS are grey, PENDING Deals are green, and SOLD Transactions are red.
If you are working on a team, you could add a collaborator so that your team members can work on the same note together.
Set a reminder for the next important date on your note, which will automatically sync to your Google Calendar.
Make sure you pin these notes, that way they will always show at the top.

Note: You can also drag and drop your notes to reorder and keep all stages grouped.

As transactions move from one stage to another simply edit the Title, alter the background color and update the details of your note.

Since this is a note-taking app, you can also document more than just your listings and transactions. Think about all areas of your business that you would like to create a note for, from having a simple to-do list to documenting goals.

Add Labels

Utilizing the label function in Google Keep will make all the difference in keeping your notes organized. The labels can be accessed either from the left panel on your desktop or from the inside menu on the mobile app. Clicking on a label will filter your notes and show the notes having that particular label only.