OneNote - Building Complete Paperless Bullet-Proof Workfiles

 Imagine you're out on an inspection when a former client calls:

"Remember that appraisal you did for me a few years ago? The address was ______________. We’re thinking of selling and need it updated."

Without OneNote, you'd probably tell them, "Let me check when I get back to the office." Then you’d hope to remember and find the information on your software later.

With OneNote, it’s a completely different story. In seconds, you open the app on your phone (which syncs with your computer), enter the address, and within 30 seconds you have the full record of your previous appraisal, including field notes, copies of the report, and even the floor plan. You can confidently tell your client, “Yes, I remember the property. Is your contact info still the same?” Then, take an extra minute to check your calendar and book an appointment—one and done.

This Zoom class will walk you through setting up OneNote on your computer and phone, and show you how to use its powerful features to make your work easier and more efficient.

With OneNote, you can create and maintain a completely digital, bullet-proof workfile—no more paper and ink. Organize your field notes, photos, reports, and supporting documents into one secure, easily accessible system. And best of all, iyour file will meet all the USPAP (Uniform Standards of Professional Appraisal Practice) requirements for documentation and record keeping.

• One Place Storage: Save all your email communication on an assignment in one place.
• Download each Comparable Listing:  MLS Listing,  tax records, deed, aerials, pictures - easy retrieval.
• Scan in a Document:  Save it for future use where you can find it easily.
• Screen Capture: Save screenshots as pictures in your files—an incredibly handy feature with many uses.
• Thesaurus: Struggling to find the right word? OneNote has you covered, even for finding alternatives to biased terms.
• Translator: Quickly translate text to multiple languages—perfect for communicating with non-English speaking clients.
• Recording Option: Need to capture voice notes or meetings? OneNote can record for you.
• Math on a Page: Perform and solve mathematical problems directly within OneNote.
• Copy and Paste Flexibility: Easily copy and paste content to and from OneNote without missing a beat.
• Bullet Points and Formatting: Write and organize information with professional-looking bullet points and formatting.
• Create Tables and Spreadsheets: Need quick tables or spreadsheets? Do it all in OneNote.
• Draw and Highlight: Annotate notes with drawing tools and highlight important text.
• Spell Check: Keep your notes polished and error-free.

And that’s just the beginning!

Join this class to learn how OneNote can save you time, boost your professionalism, and help you develop a USPAP-compliant, paperless workfile system.