Folio by Amitree

2093 Philadelphia Pike #3004, 19703, Claymont, United States
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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.

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Shirley Young
GB

Folio is fantastic! Folio is fantastic!! It really helps everyone stay organized. We've had many positive comments from our clients & the brokers we are working with when we share the timelines.

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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.

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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.

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Mark Stevens
GB

Charmaine in Customer Service Goes the Extra Mile! Charmaine is the customer service person who took care of helping me move my account to a new email address. She not only did that, but ensured that all of my templates and contractor contacts and other collateral for the account were moved. She anticipated my needs for the account and made sure it was a seamless transition. I am very grateful for her help and she is a testimonial to how this company works...very client focussed! THANK YOU!

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Suzanne Brady
GB

FOLIO Rocks! I have been using Folio for several years now and just upgraded to the Team version! I am very happy with this system and would recommend it to anyone who wants to have a grasp on their business but just isn't the micro-organizing type of mind. This program keeps you on top of it all.

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