ClosedEasy

ClosedEasy

Laejri
+
+

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About

Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google 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!

About

ClosedEasy is a web-based escrow communication and transaction-status tool for real estate agents, transaction coordinators, teams and brokerages. Its client-facing board shows milestones, deadlines, actions, document requests and appointments. Agents and coordinators can create deals from contract data or reusable templates, adjust dates, share a secure link, and send email or text updates as transactions progress. Clients can view status, upload requested documents, ask a deal-specific assistant questions, and receive reminders. Team and brokerage workspaces add multi-deal oversight, coordinator assignments, activity records, reports and branded boards. Calendar feeds reflect schedule changes, while signature documents can be added by copying ClosedEasy on supported e-signature emails. It works alongside a brokerage’s transaction or compliance system as a client-communication layer, rather than replacing that system.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.

Audience

Real estate agents, transaction coordinators, teams and brokerages, and their clients (buyers and sellers).

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Supported

Pricing

$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 Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Amitree
Founded: 2012
United States
www.amitree.com/try-folio/

Company Information

Laejri
United States
closedeasy.com

Alternatives

Alternatives

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Top Producer CRM

Top Producer CRM

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CloudCoord

CloudCoord

Cloud Coordinator, LLC
Lone Wolf

Lone Wolf

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Folio

Folio

Kwela Solutions

Categories

Categories

Real Estate Transaction Management Features

Accounting Not Supported
Appointment Scheduling Supported
Commission Management Not Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Not Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Not Supported
Client Database Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Email Marketing Not Supported
Flyer / Catalog Printing Not Supported
Lead Management Not Supported
Listing Management Supported
Property Database Not Supported
Website Management Not Supported

Integrations

Docusign Supported
Google Calendar Supported
Microsoft Outlook Supported
Adobe Acrobat Sign Not Supported
Apple Calendar Not Supported
Dropbox Sign Not Supported
Follow Up Boss Not Supported
Gmail Supported
Google Contacts Supported
Google Drive Supported
Microsoft 365 Supported
dotloop Not Supported

Integrations

Docusign Supported
Google Calendar Supported
Microsoft Outlook Supported
Adobe Acrobat Sign Supported
Apple Calendar Supported
Dropbox Sign Supported
Follow Up Boss Supported
Gmail Not Supported
Google Contacts Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
dotloop Supported
Claim Folio by Amitree and update features and information
Claim Folio by Amitree and update features and information
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