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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
CREx serves as a comprehensive platform for commercial real estate data and asset management, specifically designed for investment managers who operate with third-party property management firms. It seamlessly aggregates operational and financial information from a variety of property management systems, such as Yardi, MRI, RealPage, AppFolio, and Entrata, into a singular, governed data environment that refreshes daily. This eliminates the need for manual file uploads or logging into multiple portals. The platform adeptly manages various aspects including rent rolls, collections, lease schedules, occupancy rates, budget comparisons, valuations, internal rate of return (IRR), debt tracking, and investor reporting, all while employing a robust three-layer data verification process in the background. Additionally, clients benefit from access to a fractional asset management team comprised of CPAs and asset managers who are responsible for mapping charts of accounts, pursuing any missing data feeds, identifying data discrepancies, and generating both monthly and quarterly reports. CREx also emphasizes an API-first approach, featuring a native MCP integration alongside pre-built skills for asset management agents. Its AI-driven deal triage tool effectively evaluates broker emails against the client's investment criteria, extracts relevant information from offering memorandums and T-12 statements, and automatically fills in underwriting models, streamlining the investment evaluation process. This innovative combination of automation and expert support ensures that investment managers can focus on strategic decision-making while maintaining accurate and up-to-date asset data.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Docusign
Yes
Gmail
Yes
Google Calendar
Yes
Google Contacts
Yes
Google Drive
Yes
Microsoft 365
Yes
Microsoft Outlook
Yes
Integrations
Docusign
No
Gmail
No
Google Calendar
No
Google Contacts
No
Google Drive
No
Microsoft 365
No
Microsoft Outlook
No
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.
- 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
Based on Integrations
Free Trial
No
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
No
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
CREx Software
Founded
2021
Country
United States
Website
www.crexsoftware.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
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
No
Strategic Planning
No