How To Run Your CRE Business From an

iPadBy Craig Johnson, CCIM, and Sue Suredam

An Oregon/SW Washington CCIM Chapter Presentation

• Constant Internet Connection

• File Management App

• Property Research App

• Ability to Attach Files to Email

• Ability to Open and Read Files From Email

• CRM APP

Necessary Tools

Useful Tools

• Presentation App

• Video Editing Tools

• Note Taking Tools (Replace the Legal Pad)

• Note Aggregating Tools

• Document Creation And Editing

Constant Internet Connection

• Necessary for most Apps To Work

• Cellular Enabled iPad Good Choice, 3G, 4G

• Personal Hotspot Also Good

File Management System

• Dropbox (my favorite)

• Skydrive (Microsoft)

• Box.com

• Google Drive

Property Research App• Costar Go

• Loopnet

• Xceligent

Email Capability• Ability to Attach Files and Open Files

• Apps That Will Facilitate This Include Drop Box, PDF Reader Pro, Pages, Numbers, Slide Shark, Key Note

Customer Relationship Manageament APP

• Bento (Apple)

• Act (iTract For Act! App)

• Real Hound (Web Based)

• Client Look (Web Based)

Presentation Apps

• Keynote: Apple App used to build presentations right on the iPad

• Slide Shark: Great App for showing PowerPoint Slide Presentations created elsewhere

Note Taking• Note Taker HD: Great App

For Replacing Your Yellow Legal Pad

• Notes Plus: Similar to Note Taker HD

• Evernote: Terrific App For Assembling Notes in a Number of Different Formats, and Synching to Your Phone and PC

Document Editing and Creation

• CloudOn: Creating and Editing Word, Excel, and Power Point Files

• Documents to Go: Creating and Editing Word, Excel, and Power Point Files

Summary• Can Do Almost Anything On An iPad (or

Tablet PC) That You Can On A Laptop or Desktop

• Create and Edit Information On The Go and Speed Up The Sales Process

• Use Down Time Away From The Office More Effectively