12/25/2023 0 Comments Amitree folioUsing Folio in another industry? Learn more here.įolio is the first email assistant for real estate agents. It is especially intriguing for anyone who wants to build a business on Google’s suite of tools.This article is for users of Folio for Real Estate. If then you find you don’t like it, or you need more, then you can start looking for more complete and powerful software.įor the individual agent who needs a little help staying organized and an easy transaction tracker to keep track of deadlines and deliverables, Folio is an excellent tool I strongly recommend. Folio is a simple system you can quickly integrate into your business.įor that reason, I might recommend trying Folio first if you are on the fence about any particular TMS. I’ve made the mistake many times of trading usability for power. I know other agents agree because I hear them raving about it all the time.įolio isn’t going to outcompete most of the other transaction management software options in terms of power, integrations, or features. I installed Folio when I got my new real estate email address because – why not? It is free to use.Īnd it’s actually a very solid tool. It is not as powerful or customizable as other software, but for the price and how sleek the interface is, it comes with a very usable toolset. You can swiftly and automatically organize all the attachments you get through your email as well. You can share the transaction with your clients or other vendors, as well as recommend vendors like concierge utility services or push emails with USPS change of address instructions. It comes with quite a few features, including transaction templates which let you quickly fill in new dates and deadlines for a new transaction, tailored to your needs. You can input your preferred service providers into the system. Those will be highly visible and accessible every time you open your email. Once you’ve done so, it pulls all the emails related to that transaction and keeps them in one folder in your Gmail, with the deadlines and due dates that you then quickly fill in. A buyer sends you a home they want to see? “Do you want to start a transaction?” Just decline except for the times when, indeed, it’s time for a new transaction! Parses Your Emailīeing an email extension, the main thing it does is pull all your emails and tries to figure out which transaction they belong to, if any.Īs such, it will recommend a new transaction almost any time an address comes through your email. You’ll want to play with the templates a little, but it won’t take more than 5 minutes to go through the settings and get it how you want it. There is a lot to like about how simple it is to pick up and immediately start running with. The user interface is clean and pleasant. Once done, it takes you through the entire process and is a very intuitive extension. Welcome to your one-stop shop for Folio reviews! Best of all, it includes a free version for up to three transactions.Īmitree was founded in 2013 and is headquartered in San Francisco, CA. It is built by Amitree, who also creates similar tools for mortgage lenders, lawyers, and title companies. It also comes with a Folio app for Chrome. It works within your email to create and monitor transactions. View Other Transaction Management Software Overviewįolio is an email extension TMS (transaction management software).
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