Folio by AmitreeFolio 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.
Folio by Amitree (amitree.com) has 38 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.
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Maggie N. D.
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.
Alley P.
I have been using Folio for years and love the upgrades. It's awesome to stay in Gmail to do all the work. It's awesome!!! ⭐⭐⭐🌟⭐
VICKI
Excellent customer service! Quick and responsive- very unusual in programs of this type-
S. L.
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!
customer
This is the BEST way to keep my clients on track! I get compliments from the agents and other people involved in the transaction on how easy it is and how impressive it looks. I set the templates up in advance and BOOM, I am done with new transactions in 2 minutes with the updated info for each offer. LOVE this!!! NEVER go away, I will cry!!!
J.D. S.
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
Jennifer Lee Courtney R.
I was impressed with how Folio works until the system stopped sending the update notifications via email after making some changes/updates to the transaction. I reached out to customer support and they haven't resolved this for me. Not being able to receive notifications about status changes defeats the purpose of using this as a way to keep everyone in the loop.
Response from Folio by AmitreeJul 14, 2021
Hi Jennifer, We apologize for the issue you've experienced with notifications. We completely agree that without notifications, the seamless experience that Folio provides is not working for you. We have escalated this immediately and have been notified by our customer care team that they have contacted you and are working to resolve this quickly for you. Our apologies again for your experience.
Lesli K.
Folio is so helpful for keeping me and my clients on the same page. In addition, the customer service is second to none. I was so lucky to be helped by Charmaine. I couldn't believe how responsive she was helping me through a few navigational issues (my end not theirs). Thank you Charmaine for top-notch customer service!!!!
