Prolegis | Convey

Prolegis | Convey

Prolegis Solutions
+
+

Related Products

  • BoldTrail
    2,126 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Buildium
    2,562 Ratings
    Visit Website
  • AuctionMethod
    43 Ratings
    Visit Website
  • Proton Mail
    108,634 Ratings
    Visit Website
  • RealEstateAPI (REAPI)
    58 Ratings
    Visit Website
  • CapLinked
    248 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • BrandMail
    332 Ratings
    Visit Website
  • Hostaway
    2,110 Ratings
    Visit Website

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

Convey is a cloud-based residential real estate conveyancing platform for Canadian law firms. It supports transaction work from client intake through final reporting, with matter-specific client questionnaires, automated checklists and workflow steps, real-time dashboards, and a closing calendar. Legal teams can create and customize document templates, prepare lender documents, combine and complete PDFs, and store and search matter files. Client portals and automated email or text communications help coordinate lawyers, clients, lenders, real estate agents, and other transaction participants. Convey also provides links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, with exports or integrations for legal practice systems. It is accessible through a web browser and is intended to help firms organize residential purchases, sales, and refinances.

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

Canadian law firms and legal teams handling residential real estate purchases, sales, and refinances.

Support

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

Support

Phone Support 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

No images available

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

CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.
Free Version Not Supported
Free Trial Not Supported

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

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

Prolegis Solutions
Founded: 2018
Canada
www.prolegis.ca/convey

Alternatives

Alternatives

DeedSpring

DeedSpring

Stacker
Top Producer CRM

Top Producer CRM

Top Producer Systems
Lone Wolf

Lone Wolf

Lone Wolf Technologies
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

Clio Not Supported
CosmoLex Not Supported
Docusign Supported
Gmail Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Microsoft 365 Supported
Microsoft Outlook Supported
PCLaw Not Supported
Soluno Not Supported

Integrations

Clio Supported
CosmoLex Supported
Docusign Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Contacts Not Supported
Google Drive Not Supported
Microsoft 365 Not Supported
Microsoft Outlook Not Supported
PCLaw Supported
Soluno Supported
Claim Folio by Amitree and update features and information
Claim Folio by Amitree and update features and information
Claim Prolegis | Convey and update features and information
Claim Prolegis | Convey and update features and information