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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

ClosedEasy serves as a web-based tool designed for escrow communication and transaction tracking specifically tailored for real estate professionals, including agents, transaction coordinators, teams, and brokerages. The platform features a client-accessible board that outlines key milestones, deadlines, necessary actions, document requests, and scheduled appointments. Agents and coordinators have the capability to initiate deals using either contract data or pre-existing templates, modify dates, share secure links, and provide updates through email or text as transactions unfold. Clients are empowered to monitor the status of their transactions, upload required documents, ask questions to a deal-specific assistant, and receive timely reminders. Additionally, the platform supports team and brokerage workspaces that facilitate oversight of multiple deals, coordinator assignments, activity logs, reports, and customized boards. Calendar feeds are updated to reflect any scheduling changes, and signature documents can easily be integrated by copying ClosedEasy on supported e-signature emails. Rather than replacing a brokerage’s existing transaction or compliance system, ClosedEasy functions as an additional client communication layer, enhancing overall efficiency and transparency in the real estate transaction process. This integration allows for smoother collaboration and improved client experiences throughout each transaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
Adobe Acrobat Sign No 
Apple Calendar No 
Dropbox Sign No 
Follow Up Boss No 
Gmail Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft 365 Yes 
dotloop No 

Integrations

Docusign Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
Adobe Acrobat Sign Yes 
Apple Calendar Yes 
Dropbox Sign Yes 
Follow Up Boss Yes 
Gmail No 
Google Contacts No 
Google Drive No 
Microsoft 365 No 
dotloop 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

$35/user/month
Agent Pro is $35/month and Coordinator Pro is $79/month. Team starts at $99/month for six active agents; Brokerage starts at $299/month for 25 active agents. Annual billing is available. Agent and Coordinator plans include a 14-day free trial; Team and Brokerage offer a 30-day pilot.
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 No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Amitree

Founded

2012

Country

United States

Website

www.amitree.com/try-folio/

Vendor Details

Company Name

Laejri

Country

United States

Website

closedeasy.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

Real Estate Transaction Management

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

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