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The 8 Apps You Need To Become A Paperless Agent

By Molly on July 28th, 2011

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We’re live blogging this week from the Inman News Real Estate Connect conference in San Francisco! One of the most informative workshops we attended was called “The Paperless Agent.”

Over the course of the four hour session, nine real estate professionals took the stage to share their must-have apps and tools for going paperless. The recommendations came from: @DaleChumbley, @CarySylvester, @KrisstinaWise, @HomePartner, @DarinPersinger, @GingerW, @phxREguy, @SueAdler and @iREALTYjstoner.

What makes the cut? We’ve compiled the list for you!


The featured speakers couldn’t say enough about the utility of the Evernote app for their tablet or smart phone. They create a specific notebook within the app and track everything from the client’s opinion on a home, to the status of critical documents and they even use it to store photos.


This app comes in handy particularly for creating listing presentations according to @KrisstinaWise. She has trained her whole team to use the app for listing appointments and wow the prospective client with the presentation on their iPad.


All of the speakers raved about Dropbox as a way to share documents with their clients. Dropbox allows you to send large files securely, without clogging your client’s inbox.

Dot Loop

A web based service, Dot Loop takes Dropbox to the next level and allows agents, brokers and clients to all use a shared work space for critical documents. One log in, no back and forth.


Your client is on vacation for two weeks and can’t make it into your office to sign paperwork? No problem. Use DocuSign to receive an electronic signature. The speakers as well as the workshop audience all agreed DocuSign has transformed the way they do business.


@DaleChumbley couldn’t say enough about this free app. While showing a property he takes photo and video and then uses that content, sets it to music, and creates a slideshow. After the buyers have seen a property, he sends them the slideshow to remind them what they loved about the home.


All of the featured speakers advocated for collaboration communications amongst agents and brokers using tools like GroupMe, Beluga and Yammer, but the panel favorite was HeyTell which essentially turns your phone into a walkie talkie.

Google Docs

Another crowd favorite, @PhxREguy said his team uses Google Docs to collaborate on lists like “The Best Places to Eat Lunch in Phoenix” and then share that list with clients.

Agents, what makes your can’t-live-without list for going paperless?


Follow our live updates from the Real Estate Connect sessions on Twitter, @Century21, and on the conference hashtag, #ICSF.

Post Author

avatar Molly
Molly is a member of the @C21 social media team. When she's not live blogging from conferences or interviewing System members, you can find her reading about interior design, writing restaurant reviews, and imagining what the kitchen will look like in her Parisian dream home.
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One Response to "The 8 Apps You Need To Become A Paperless Agent"

  1. I am working my way to wireless, not there yet. Thanks for the tips!

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