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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

Discover why our solution stands out as the most straightforward and cost-effective option available. Unlike other real estate document systems that are overloaded with unnecessary features, we focus on delivering essential real estate document storage with valuable, industry-specific tools. Avoid wasting money on superfluous features that don't benefit your needs. The moment to transition to a digital platform is now, and choosing the most budget-friendly real estate document filing system is crucial. For just $30 a month, you can access a comprehensive document storage solution tailored specifically for real estate without incurring additional costs based on the number of agents or client files. Your only ongoing expense is the monthly storage fee. Our platform allows for seamless broker and agent uploads, easy email sharing, and convenient auditor access. You can download your files whenever you need them. Establish a digital workspace that ensures compliance and enhances collaboration for you, your agents, and your clients. Experience our platform risk-free with a no-commitment test drive. Since 1989, the Key Companies have been dedicated to providing exceptional real estate services to thousands of clients throughout the United States, building a legacy of trust and reliability. Embrace a solution that prioritizes your needs while simplifying your document management process.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon S3 No 
Docusign Yes 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft 365 Yes 
Microsoft Office 2021 No 
Microsoft Outlook Yes 
Revver No 

Integrations

Amazon S3 Yes 
Docusign No 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Drive No 
Microsoft 365 No 
Microsoft Office 2021 Yes 
Microsoft Outlook No 
Revver 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

$50 per month
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 No 
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

Real Estate Cabinet

Country

United States

Website

www.realestatecabinet.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

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture Yes 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search Yes 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Real Estate Agency

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

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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