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Average Ratings 0 Ratings
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
TotalBrokerage integrates seamlessly with every front-end website, enabling the capture of your online leads from various sources such as third-party portals, lead generation sites, Facebook, or custom-built websites, all organized and monitored from a single platform. The Marketing feature empowers users to send out hundreds, or even thousands, of emails daily to both current and potential customers, making outreach efficient. Through the use of drip campaigns and a user-friendly HTML editor, maintaining communication with clients has become incredibly straightforward. The transaction management system allows for the creation, editing, and storage of all essential documents and forms in a centralized manner. Users can also track and report on contacts and vendors, utilizing the activity log for easy access to critical information like inspections. Additionally, commission calculations for all agents are automated and can be configured to suit any structure, whether flat, tiered, or based on fees, allowing for the handling of complex commission scenarios with ease. Furthermore, the platform integrates natively with Quickbooks Online or Quickbooks Desktop, ensuring that your accountant is always satisfied. You can monitor expenses meticulously, down to individual transactions or specific vendors, providing a comprehensive overview of your financial activities. This level of integration and functionality ensures that all aspects of your business are organized and efficient.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Docusign
Yes
Facebook
No
Formspree
No
Google Calendar
Yes
Google Contacts
Yes
Google Drive
Yes
IDX Broker
No
Instapage
No
Microsoft 365
Yes
Microsoft Outlook
Yes
Integrations
Docusign
No
Facebook
Yes
Formspree
Yes
Google Calendar
No
Google Contacts
No
Google Drive
No
IDX Broker
Yes
Instapage
Yes
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
$399 per month
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
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)
Yes
In Person
No
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
Brokerage Management Solutions
Founded
2015
Country
United States
Website
www.totalbrokerage.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
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
No
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
No
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
No
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
No