Are you using the Numbers app on your iPad?

By
Real Estate Agent with Long & Foster Real Estate, Inc., Crofton, MD 21114

The Numbers app is a GREAT tool for real estate agents... and it's one that is both easy to learn and easy to use.

While this app is Apple's answer to MS Excel, you don't have to know Excel to use the Numbers app.  Excel users will see some similarities, but chances are you'll never want to use Excel again for mortgage payment calculations, mortgage comparisons, closing cost estimates, and other worksheets for your business. After all, you can only share with your clients the finished calculations of an Excel spreadsheet, but you can use the Numbers app on your iPad to involve your clients in creating a customized spreadsheet for their home sale or purchase.

Are you overwhelmed by technology tools and afraid to get started?

I'm one of those people who learn more easily by doing than by reading "Before You Get Started" in teeny print, whether it's putting together something that comes "ready to assemble" or learning how to use a new program or app.  It was a pleasant surprise when I discovered 16 pre-loaded spreadsheet templates in the Numbers app, including two for home buyers: a Mortgage Calculator and a Loan Comparison. These templates made it possible for me to learn by doing, without reading any directions or turning to the "Help" screen. 

 

Seller's Estimate

Using these templates, I simply played with the numbers - substituting a different interest rate, for example, and watching other numbers on the screen change before my eyes.  After a few minutes, I had a good grasp of various elements of the spreadsheet - from changing fonts and fill color to adding or deleting rows and entering math functions into cells. It wasn't long before I found myself using these new skills to create other spreadsheets from scratch.

Within an hour or two, I had customized the pre-loaded spreadsheets for my own use in today's local market and added a Seller's Estimate and a Real Cost of Owning to my collection. I inserted a line of text for the property address so I can always customize the the screen for each of my clients to make them feel special, and added a brief comment before or after the chart or table.  In the future, I might even add a small photo of the property.

Clients LOVE it when I hand them my iPad to participate in customizing a spreadsheet for them.  They find it easy to change the interest rate or sale price and watch the math functions work. When we both are satisfied that the content fits their situation , they simply click on an icon at the top of the screen to email the finished spreadsheet to themselves so they'll have a copy to print or save.  When I get back to the office, I print the spreadsheet to PDF and store it in Dropbox, along with other documents relative to this client's sale or purchase.

 

Another of the pre-loaded templates on the Numbers app is a Calendar, which I modified to become a Listing Checklist by changing the title, adding a property address, and adding this text above the calendar: "Home sellers who want Top Dollar for their homes know their home must be in Top Condition. This checklist itemizes what you must do to put your home in Top Condition so you will get Top Dollar for your home:"

Clients can participate in this process, too, and I invite them to estimate a reasonable date for completing these tasks so I can start planning an agent open house. (Scheduling an agent open house is a great way to establish a deadline for preparing any property to show.)

 

The Numbers app is powerful for its convenience and also for the "ownership" my clients feel for the content of the spreadsheets, since they entered some of the numbers.

Try it!

(Word of caution:  Save the spreadsheet templates that are pre-loaded on the Numbers app so you'll always have them for reference, and copy them before you start making changes on your own copy. That's my one regret to this process, since I did delete some of the tables and charts on the pre-loaded templates that I didn't want to use at that time.) 

Posted by


Margaret Woda

Margaret Woda - Real Estate The Woda Way

 

The Woda Way is to share with home buyers and sellers my 45 years of real estate experience, training, networking, and the latest technology, including the option of a paperless transaction. I work tirelessly for my clients and disappointing them is never an option. Learn more and search for homes in the greater Crofton area at MargaretWoda.com.

 

Margaret Woda, Long & Foster Real Estate, Inc. (410)451-6245|MWoda@mris.com

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Show All Comments
Rainer
405,885
Randy Ostrander
Lake and Lodge Realty LLC - Big Rapids, MI
Real Estate Broker, Serving Big Rapids and West Central MI

Good morning Margaret. Seems there is an app for most anything. I really like the mortgage calculator apps and this one is very cool. Thanks for sharing it.

Jun 01, 2012 05:38 AM #1
Rainmaker
1,661,186
Dorie Dillard
Coldwell Banker United Realtors - Austin, TX
Realtor-Canyon Creek- NW, Austin TX Homes For Sale

Good morning Margaret,

Thanks for sharing this very useful app! There are so many apps being developed its great to get a heads up on one for our industry that can be utilized!

Jun 01, 2012 05:51 AM #2
Rainmaker
229,153
Doug Dawes
Coldwell Banker Residential Brokerage - Georgetown, MA
Your Personal Realtor

First I have to get an iPad. I've been holding off for the release of Windows 8 which is expected to give Apple a run for its money

Jun 01, 2012 06:01 AM #3
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Margaret Woda
Long & Foster Real Estate, Inc., Crofton, MD 21114 - Crofton, MD
Maryland Real Estate & Military Relocation

Randy - I love the way we can involve clients with these spreadsheets... 'gives them a sense of ownership and we don't have to convince them about these numbers.

Dorie - This is one of the Apple-developed apps, and it's well worth the $9.99 purchase price.

Doug - I hope my competitors are doing the same.  While they're waiting, I'll be impressing my clients and using my iPad to make more sales.  The commissions on those sales will more than pay for the iPad.

Jun 01, 2012 06:09 AM #4
Rainer
276,890
Kathryn Maguire
GreatNorfolkHomes.com (757) 560-0881 - Chesapeake, VA
Serving Chesapeake, Norfolk, VA Beach

Best and most useful post I have seen this week!  I don't use the Numbers app....going right now to make sure that I customize some spreadsheets. thanks for this!

Jun 01, 2012 07:54 AM #5
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Marilyn Boudreaux
Marilyn Boudreaux, Century 21 Mike D. Bono & Co.'s - Lake Charles, LA
Lake Charles LA Century 21 Realtor

great tip Margaret I need all the help I can get with numbers so I will check this App out

Jun 01, 2012 07:27 PM #6
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Margaret Woda
Long & Foster Real Estate, Inc., Crofton, MD 21114 - Crofton, MD
Maryland Real Estate & Military Relocation

Kathryn, thank you. What a nice compliment  Hopefully you'll find it as helpful as I have.

Marilyn - Anything that doesn't require me to read directions is a good app... especially if I can use it WITH clients.

Jun 02, 2012 08:29 AM #7
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Kathy Streib
Room Service Home Staging - Delray Beach, FL
Home Stager - Palm Beach County,FL -561-914-6224

Margaret- I'm more like you... I like to just jump right in and then maybe read parts of the "Getting Started" part.   I'll take a look at it. 

Jun 02, 2012 11:54 AM #8
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Margaret Woda
Long & Foster Real Estate, Inc., Crofton, MD 21114 - Crofton, MD
Maryland Real Estate & Military Relocation

Kathy, Thank goodness my husband doesn't share my "directions phobia" - but I didn't need it for this app after I played around with the pre-made templates.  It was easy to figure out.

Jun 02, 2012 12:30 PM #9
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Margaret Rome, Baltimore Maryland
HomeRome Realty - Baltimore, MD
Sell Your Home With Margaret Rome

It was just a few days ago that you were asking about a net sheet on the iPad. Before I turn around, you have it all figured out! Wow that is impressive and I am impressed.

If it was not so late early, I would do it right now.

TOM

Jun 04, 2012 11:15 PM #10
Rainmaker
524,672
Dr. Stacey-Ann Baugh
Century 21 New Millennium - Upper Marlboro, MD
A doctor who makes house calls.

I have to look into this app.  I've been scared of excel so I stayed away from numbers but i'll look at it now.

Jun 06, 2012 08:51 PM #11
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Margaret Woda
Long & Foster Real Estate, Inc., Crofton, MD 21114 - Crofton, MD
Maryland Real Estate & Military Relocation

Margaret - I'm still working on the "build" for a HUD-1, but a simple net proceeds estimate is just that... simple!

Stacey-Ann - Play with a copy of the pre-loaded template, and you'll see how it unfolds...  Of course, you can always follow the directions.  :)   (Not me!)

Jun 08, 2012 05:49 AM #12
Anonymous
Anonymous
Anonymous

Downloaded it but have not jumped in yet.  I think I will read at least the first part of the getting started so that I do not confuse myself even more.  Thanks for the tip.

Jun 24, 2012 01:42 AM #13
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Margaret Woda
Long & Foster Real Estate, Inc., Crofton, MD 21114 - Crofton, MD
Maryland Real Estate & Military Relocation

Rosemary, good luck with it.  I find myself using it nearly daily.

Jun 24, 2012 03:19 PM #14
Anonymous
Anonymous
Anonymous

Great tips on using Numbers. I don't have it, but think I'll get it. I like the interaction with clients it provides with the spreadsheets you mentioned.

Jul 08, 2012 02:35 PM #15
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Margaret Woda

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