Folio by AmitreeAmitree
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
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 InformationAmitree
Founded: 2012
United States
www.amitree.com/try-folio/
|
Company Informationdotloop
Founded: 2009
United States
www.dotloop.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
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
|
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
|
|||||
|
|
|