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Description

Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 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. Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook Calendar. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!

Description

AppFolio Property Management is a web-based Property Management platform that allows private owners, realty managers, and tenants to manage their property. It includes Billing & Invoicing and Credit Checks, Rent Tracking and Rent Tracking. Tenants have access to the tenant portal. They can send messages, request receipts and pay rent. AppFolio's Owner Portal provides a detailed look at Expense, Insurance, Vacancy Tracking, and Management for Leases, Taxes, Tenant Database, Website updates, and management for Leases. AppFolio's simple-to-use software makes it easier for property owners to market, manage and grow their businesses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppWork No 
AvidXchange No 
Docusign Yes 
Domos No 
DoorVault No 
Flamingo Resident Retention No 
Flex No 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
NetVendor No 
Proper AI No 
Second Nature No 
Showdigs No 
SnapInspect No 
UMS No 
Umanest No 

Integrations

AppWork Yes 
AvidXchange Yes 
Docusign No 
Domos Yes 
DoorVault Yes 
Flamingo Resident Retention Yes 
Flex Yes 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Microsoft 365 No 
Microsoft Outlook No 
NetVendor Yes 
Proper AI Yes 
Second Nature Yes 
Showdigs Yes 
SnapInspect Yes 
UMS Yes 
Umanest Yes 

Pricing Details

$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders

Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines

Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.

Folio Enterprise
- Contact us for custom integrations.
Free Trial Yes 
Free Version No 

Pricing Details

$250.00/month
$250 min. Pricing based on portfolio. Discount available w/ annual billing.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Amitree

Founded

2012

Country

United States

Website

www.amitree.com/try-folio/

Vendor Details

Company Name

AppFolio

Founded

2006

Country

United States

Website

www.appfolio.com

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling Yes 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Association Management

Chapter Management No 
Committee Management No 
Dues Management Yes 
Election Management No 
Email Marketing Yes 
Event Management No 
Financial Management Yes 
Fundraising Management No 
Jobs Board No 
Member Communities No 
Member Directory Yes 
Member Portal Yes 
Membership Management Yes 
Website Management Yes 

HOA

Calendar Management Yes 
Committee Management No 
Document Management Yes 
Event Management No 
Member Communities Yes 
Member Directory Yes 
Online Payment Processing Yes 
Property Database Yes 
Website Management Yes 
Work Order Management Yes 

Home Inspection

Billing & Invoicing Yes 
Color Codes / Icons Yes 
Comment Library Yes 
Commercial Inspections Yes 
Credit Card Processing Yes 
Photo Editing Yes 
Repair Estimates Yes 
Report Summary Yes 
Residential Inspections Yes 
Sketching No 
Templates Yes 
Video No 
Voice Notes Yes 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database Yes 
Lease Classification Yes 
Portfolio Management Yes 
Property Management Yes 
Residential Leases Yes 
Retail Leases Yes 
Sublease Management Yes 
Tenant Database Yes 

Real Estate Marketing

Advertising Management Yes 
CMA No 
CRM Yes 
Contact Management Yes 
Email Marketing No 
Lead Generation No 
Listing Management / IDX No 
Presentation No 
Reporting / Analytics No 
SEO Yes 
SMS Marketing No 
Social Media Marketing No 
Virtual Tour Yes 
Website Builder Yes 

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management Yes 
Credit Check Yes 
Expense Management Yes 
Insurance Management Yes 
Landlord Database Yes 
Late Fee Calculation Yes 
Lease Management Yes 
Maintenance Management Yes 
Owner Portal Yes 
Payment Processing Yes 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties Yes 
Tax Management Yes 
Tenant Database Yes 
Tenant Portal Yes 
Vacancy Tracking Yes 
Website Management Yes 

Rental Property Management

Credit Check Yes 
Expense Management Yes 
Online Payments Yes 
Owner Portal Yes 
Tax Management Yes 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening Yes 
Vacancy Tracking Yes 
Website Management Yes 

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