Folio by Amitree

2093 Philadelphia Pike #3004, 19703, Claymont, United States
http://amitree.com
Visit this site
image
4.55
Based on 20 Reviews

5

80.00%

4

5.00%

3

10.00%

2

0.00%

1

5.00%
About Folio by Amitree

Folio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. More than 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals. Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy. How Folio Works: First, connect Folio to your work email account on Gmail or Microsoft 365. Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder. Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.

Tags
Contact Info

You need to Login first to submit your review.

image
Farrah Pedraza Simmons
GB

Great way to keep organized Not sure how I would keep my transactions straight and who belongs to which property and my inbox cleaned up without Folio?!

image
Maggie N. Dominguez
GB

I rely on Folio to keep track of my… I rely on Folio to keep track of my emails in a very organized way. My clients love the timeline provided and the fact that no deadline is missed. Folio keeps you informed of the deadlines so you can rely on the fact that your customers will never be out of compliance with the contract they signed.

image
J.D. Songstad
GB

Organization is Key to getting killer client reviews! I have done Los Angeles Westside residential real estate sales since 1999 and this is definitely one of the best tools to: 1. Help your clients stay on track of transaction timeframes with the timeline & list key contacts for the transaction all in 1 place 2. Keep myself on top of all transaction details using the timeline (which helps me stay organized and avoid forgetting things) 3. It makes the process of gathering emails for the Communication Log that's required by my company totally effortless

image
S. Lightfoot
GB

Contract to close perfection! I’ve used Folio for about 4 years and it has been nothing short of amazing. It’s the perfect contract to close tool for anyone with a real estate business- it essentially eliminates the need for a Transaction Coordinator! I get compliments often from partners and clients for being so “on top of things” and “well organized” and I have to thank Folio for that. I love Folio!

image
J Pee
GB

Like the idea. So I really like the idea but this could be much better. Setting everything up is annoying, it crashes sometimes and I have to start over. It very rarely has the transaction correct as to active or under contract. Just needs a good revamping. Will continue to us though. Would also like to have my contact information shared better. Right now I'm adding myself as a service provider and if their name is before J then they pop up above me. It is the best one I've found so far, so that's something.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow