If Santa brought you an iPad this holiday season, you have probably already downloaded the necessities apps. You know, Words With Friends, Angry Birds, StumbleUpon – the fun stuff! Having a device that can be used for both business and fun is great, but if you need a little help finding out which iPad applications can help your day to day business, check out our list below. And don’t worry, an MRIS app is coming!
Drop Box (file sharing application)
Drop Box was revered as one of the most important tools the agents used. It allowed them a simple way to synchronize files from their office, team, and even clients so they have access to documents from anywhere. It seemed that most agents were familiar with Drop Box and used this tool for document sharing and collaboration.
Evernote (notetaking, voice recording, organization tool)
Evernote was another popular app for the iPad. Many agents reported they use the tool to record meetings with clients and even lenders which has “covered their butt” when certain matters were disputed later on. The tool will be even more functional with the iPad 2 because, like the phone-based version, you will be able to take photos of your handwritten notes and it even tries to recognize the text to make it searchable.
LogMeIn (remote desktop management)
LogMeIn and another app called PocketCloud were revered as must-have tools that allow agents to access their desktop computers remotely from their iPad. This allowed access to documents and even the ability to run search applications on the computer.
PDF Expert (PDF document creator/editor)
One of the challenges with trying to mobilize an agent’s business is dealing with contracts. Unfortunately most regulations prevent overlays as signatures, and this tool is no exception. That said, this was the most frequently recommended tool for reading, editing, creating PDF documents on the iPad. One suggestion I made was to edit a Word document and add the signature there, then generate a PDF document to get around the overlay issue. Some agents said this was possible and the Apple office apps, Pages and Numbers, were highly recommended. Some stated that in Notes you could save a document as PDF, so this is worth trying out. A tool called Prezi was also recommended for presentations and touted better than PowerPoint and Keynote, so check that out.
Posted by: Goomzee
Print n Share (network printer application for iPad)
Print n Share was a top recommended app for accessing networked printers (not just the HP Printers accessible by Air Print). A couple agents claimed they could choose to print a document or page and then print it as a PDF instead of to a printer, so that too could solve the overlay issue with the PDF documents.
TeamViewer Pro HD (collaborative remote desktop management and presentation tool)
TeamViewer was another recommended tool for collaborating with others and sharing documents, presentations and remotely controlling computers. Think of this like GoToMeeting for iPads. I haven’t checked it out but was praised by many as a must-have tool.
Open Home Pro (visitor registration and survey tool for open houses and events)
Many agents have recommended this application and they set up their iPad at the entrance of a home asking for visitors to “sign in.” This application acts as their virtual guestbook, and agents claim people are more likely to sign in with their iPad than pen/paper simply due to the coolness factor. The app will also email a Thank You and follow-up to the visitors, saving time from follow-ups. There may be other showing solutions that do this from the lock boxes, but those typically poll agents and not the guests. So this could be another way to build up your rolodex for current and future business.
Mortgage Calc Pro (mortgage and ammortization calculator)
The agents that used this tool said this was within dollars of the standard tools and very useful when out in the field.
HootSuite allow users to create numerous social network streams and view them in a clean, friendly interface, dispatching messages to multiple networks simultaneously.
Citrix Go To My PC
GoToMyPC for iPad makes it simple to control your computer while away from your work area, but the lack of multitasking support, and latency issues, may dampen the experience.