Folio by AmitreeAmitree
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ClosedEasyLaejri
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Related Products
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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!
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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.
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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
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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
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Audience
Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.
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Audience
Real estate agents, transaction coordinators, teams and brokerages, and their clients (buyers and sellers).
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
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Company InformationLaejri
United States
closedeasy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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