How to use Evernote for property investing

This is the second post in a series where we look at how online tools can assist agents, investors and owners in their property search.

There is a plethora of online tools and services currently on offer that target the requirements of property investors and agents alike. Unfortunately however these are predominately angled towards the analytics side of the real estate market or carry a hefty price tag outside the financial capacity of anyone but larger agencies. Today we thought we would change this by introducing you to our most used investment tool that is completely free*.

* The free service limits your monthly upload usage to 60 MB per month. A premium service is available for USD 5/month or USD 45/year which allows you to upload 1,024 MB per month and also features faster word recognition in images, greater security, text searching within PDF files as well as the ability to take notebooks offline.

Evernote at its core is a productivity tool that can simplify the process of hunting for or managing a property investment significantly. The tool let’s you capture and store anything (photos, audio notes, to-do-lists, invoices) that can be easily searched and filtered from all your devices anywhere in the world.

It took me a while to appreciate Evernote, principally because I was using it for standalone tasks such as to-do lists where it was left wanting when compared to other alternatives. The simple trick I found to bringing out its genius was as simple as embracing it for all its functionality on all my devices.

The only way to demonstrate how Evernote can assist investors and agents is by way of example. In order to follow along yourself you can quickly run through the below guide on how to install Evernote as well as essential plug-ins, or alternatively skip straight to the examples to see if the service is for you.

How to install Evernote

Install Evernote on your computer

Step 1   In your internet browser, navigate to the Evernote website by entering the following URL:

Step 2   Click on the green button to Download Evernote


Step 3   If you have a Windows computer, when you click on the link pictured above a file will be downloaded. Open this file and follow the instructions on your screen. If you are using a Mac, after downloading the file drag it to your applications folder and open it to proceed.



Step 4   Launch Evernote. You will be prompted to enter your username and password or create a new Evernote account. Click Get a free Evernote account now and choose your user name and password. If you have already registered an account on the Evernote website, skip this and simply enter your login details.

Step 5   Once you have filled out the required details click Register and you will immediately be logged in and ready to use Evernote

Install Evernote Web Clipper

Step 1   In your internet browser, navigate to the Evernote Web Clipper website by entering the following URL:

Step 2   Click on the green button to Download Evernote Web Clipper


Step 2   This should automatically install Evernote Web Clipper in your browser. Please note you will need to install this plug-in for each browser you use on your computer – if you sometimes use Internet Explorer and other times use Mozilla Firefox, perform this step in both.

Step 3   Once installed, click on the Evernote Logo and sign into your account using the login details you chose in Step 4 of how to install Evernote on your computer above


Step 4   You are now ready to use Evernote Web Clipper. Test out the options for saving web content by finding an article you would like to save and clicking the icon.

Install Evernote on your handheld device

Step 1   On your handheld device navigate to your application store. For iPhones this is the App Store and for most other devices it is be the Play Store


Step 2   Once inside your application store do a search for Evernote and install the app


Step 3   Once installed, launch Evernote


Step 4   You will then need to sign into your account using the login details you chose in Step 4 of how to install Evernote on your computer above


Step 5   Evernote is now ready to use

Examples of how get the best out of Evernote

About the Author: David is an avid web, finance and property geek who decided to combine these interests and found BAG in his spare time. If you have thoughts, issues or questions you can find him at LinkedIn, Google+ or alternatively drop him an email david at

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