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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Marra Paradis
GB

Folio is an essential for any agent Folio is an essential for any real estate agent. It saves me time and transaction coordinator fees. The calendar reminders are great at ensuring everyone is on the same page and saves me work. The PDF of emails makes it so easy to submit my logs.

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Julie Sanders
GB

Beware of Amitree Billing From right off the bat we knew Folio was not working for us. I cancelled the account however a year later I get charged $228 for a renewal subscription. I was surprised and contacted them. They had sent me three emails to notify me of an automatic renewal although my account was cancelled they had my credit card info and charged it. Their emails (which I never opened since I wasn’t using them) enables their policy to charge you and not refund. After emailing their customer service it’s quite clear they don’t see the value in the customer just their policy and refused to refund me even with a canceled account. I don’t write many reviews but you better pay attention to their billing tactics.

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Nichole Rae Harrison
GB

CLUTCH FOR KEEPING TO TIMELINES EASILY… CLUTCH FOR KEEPING TO TIMELINES EASILY AND COMMUNICATING WITH ALL PARTIES. SENDS REMINDERS, AND HAS TIMELINE TEMPLATES ALREADY IN PLACE, OR, YOU CAN CREATE YOUR OWN.

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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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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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