Folio by AmitreeAmitree
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Prolegis | ConveyProlegis Solutions
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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
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.
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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
Canadian law firms and legal teams handling residential real estate purchases, sales, and refinances.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
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 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
Not Supported
Free Trial
Supported
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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
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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 InformationProlegis Solutions
Founded: 2018
Canada
www.prolegis.ca/convey
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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
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
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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
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