# Google Keep
**Google Keep is a simple but powerful tool that allows agents to organize and access their checklists, processes, and notes from anywhere. Whether you’re prepping a listing, walking through the buying process with a client, or setting up for an open house, Google Keep provides a fast, visual way to stay organized and on track. Notes can be color-coded, pinned, shared, and accessed on mobile or desktop—making it ideal for agents on the go.**
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## **Using Google Keep to Organize Listings, Buyer Processes, and Open Houses**
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### **Purpose**
To provide real estate agents with a standardized method for using Google Keep to create, organize, and share checklists that support consistent execution of key business processes.
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### **Scope**
This SOP is designed for agents using Google Workspace tools as part of their daily business operations, particularly in listing preparation, buyer client workflows, and open house readiness.
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### **Required Tools**
- Google Keep (accessible via web at keep.google.com or through the Google Keep mobile app)
- Google Account
- Optional: Google Calendar (for time-based syncing)
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### **Procedure**
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### **1. Accessing Google Keep**
- **Web**: Go to [keep.google.com](https://keep.google.com)
- **Mobile**: Open the Google Keep app (available for iOS and Android)
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### **2. Creating a New Note or Checklist**
#### **Steps:**
1. Click **“Take a note…”** or tap the plus sign (+) in the app.
2. Title the note for clarity (e.g., “Listing Prep – 123 Main St”).
3. For checklists, click the **checkbox icon** to convert the note to a to-do format.
4. Add your tasks, such as:
- Schedule photography
- Prepare feature sheet
- Coordinate staging
- MLS input and verification
5. Click **Done** or simply back out to auto-save.
**Tip:** Use standard templates that can be duplicated for each client.
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### **3. Organizing Notes**
#### **Best Practices:**
- **Color-code**: Use specific colors for categories (e.g., Yellow = Listings, Blue = Buyers).
- **Pin important notes**: Keep your top priorities or active clients pinned at the top.
- **Use labels**: Create labels like “Listing Checklist,” “Buyer Flow,” “Open House Prep” for easy filtering.
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### **4. Duplicating a Checklist for a New Client**
#### **Steps:**
1. Open an existing checklist (e.g., “Open House Setup”).
2. Click the **three-dot menu** in the bottom-right.
3. Select **“Make a copy”**.
4. Rename the copy (e.g., “Open House – 555 Oakridge Dr.”).
5. Edit details as needed for the new property.
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### **5. Sharing Notes with Admin or Team Members**
#### **Steps:**
1. Open the checklist.
2. Click the **collaborator icon** (silhouette with + symbol).
3. Enter the email address of your assistant, teammate, or admin.
4. Click “Save” or “Send.”
This enables live collaboration and visibility across the team.
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### **6. Using Google Keep in the Field**
- Use the **mobile app** to check off items in real time during listing appointments, showings, or open houses.
- Add voice notes or quick photo attachments (e.g., staging ideas, signage placement).
- Use the **search bar** to instantly find past notes.
**Example of how Keep can look for an agent checklist system**
[](https://heritageplaybook.ca/uploads/images/gallery/2025-06/screenshot-2025-06-03-at-9-25-32-am.png)