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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

On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.

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 Supported
iPad Supported
Android 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 brokers, agents, teams and transaction coordinators

Support

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

Support

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

$29.00/month
Contact us for a custom quote
Free Version 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 3.5 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy signature process and is fairly intuitive. Easy to use in mobile applications for phone / tablet.
  • One thing I truly love about Dotloop is how user-friendly it is! That is very important for my end and my client's capability. My clients are even capable of signing on their phones. I love the way that each client can be put in their own loop. Every document that is part of that transaction can be stored. I also love how changes can't be made without clearing signatures that are already present. As Realtors, we are working with legally binding documents so clients feel secured. I also love how I can have folders so all of my needed documents to complete a contract are separated by counties, etc.

Cons

  • Does not organize files and cannot sort by file name - it’s manual drag into order you want files to show up in the record called Loop. Does not accept mail, word or other types of files. Only PDF files. This system should upgrade to allow this.
  • I do wish that Dotloop had the feature like DigiSign where multiple documents that are uploaded as one can be separated through the portal. Main Con: Zillow has some ownership of the company now.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

dotloop
Founded: 2009
United States
www.dotloop.com

Alternatives

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
Lone Wolf

Lone Wolf

Lone Wolf Technologies
Lone Wolf

Lone Wolf

Lone Wolf Technologies
Folio

Folio

Kwela Solutions

Categories

Categories

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

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 Not 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 Supported
Website Management Not Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Supported

Virtual Data Room Features

Anonymity Management Not Supported
Audit Trail Supported
Collaboration Supported
Data Protection Not Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Supported
Secure Preview Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Microsoft Outlook Supported
BoldTrail Not Supported
BrokerSumo Not Supported
Clozze Not Supported
Constant Contact Not Supported
DocJacket Not Supported
Docusign Supported
Lofty Not Supported
Mailchimp Not Supported
Microsoft 365 Supported
MoxiWebsites Not Supported
Potion Not Supported
QuickBooks Accountants Not Supported
ShortTrack Not Supported
Wise Agent Not Supported
Zillow Premier Agent Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Microsoft Outlook Supported
BoldTrail Supported
BrokerSumo Supported
Clozze Supported
Constant Contact Supported
DocJacket Supported
Docusign Not Supported
Lofty Supported
Mailchimp Supported
Microsoft 365 Not Supported
MoxiWebsites Supported
Potion Supported
QuickBooks Accountants Supported
ShortTrack Supported
Wise Agent Supported
Zillow Premier Agent Supported
Claim Folio by Amitree and update features and information
Claim Folio by Amitree and update features and information
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Claim dotloop and update features and information