Folio by AmitreeAmitree
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CloudCoordCloud Coordinator, LLC
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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
Connect your coordinator’s Gmail and CloudCoord gets to work automatically, keeping your real estate transactions moving from contract to closing.
When a contract hits the inbox, CloudCoord automatically adds it to the transaction file, reads it, extracts key dates and details, starts tracking deadlines, audits the documents for missing signatures and disclosures, and creates a transaction checklist.
It prepares transaction-related emails throughout the closing process: introductions, replies, document requests, inspection coordination, deadline reminders, closing instructions, and follow-ups. Drafts use the context of the transaction and wait for your review. You approve every outgoing message before it sends.
Built for agents, coordinators, and real estate teams, with review queues and transaction visibility by role. Founded by Vermont real estate agent Liam O’Reilly and serving residential real estate professionals across the United States.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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, small teams, and transaction coordinators managing residential real estate transactions in the United States.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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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
Free Trial
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Pricing
$149/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
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Company InformationCloud Coordinator, LLC
Founded: 2026
United States
cloudcoordinator.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Real Estate Transaction Management Features
Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Real Estate Agency Features
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
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Integrations
Gmail
Docusign
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
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Integrations
Gmail
Docusign
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
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