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Description
Folio helps real estate agents stay on top of transactions from Gmail or Outlook and integrates seamlessly with GSuite and Microsoft 365. Over 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals.
Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time.
Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Creating timelines that you can share in one click with clients and colleagues is quick and easy.
Folio helps you keep your deals on track with transaction timelines and reminders integrated into your Google or Outlook 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!
Description
We are not merely a digital closing platform; we comprise a dedicated group of escrow professionals and technology experts committed to delivering a contemporary closing experience for everyone involved in real estate transactions. Our streamlined process ensures that closings are straightforward, allowing you to concentrate on showcasing your next property. You can access our extensive range of features on any device, ensuring that your clients enjoy the highest quality home closing experience. With tools such as Real-Time Notifications, a Transaction Dashboard, a Progress Tracker, In-App Messaging, E-Sign and Document Management, and a Dedicated Closing Team, we make the closing process simple for you and your clients. Our innovative approach to escrow redefines the traditional methods by simplifying document submission and gathering essential information upfront, which results in timely and seamless closings that are virtually hassle-free. By enhancing the entire process from beginning to end, we not only save you time but also boost client satisfaction, allowing you to focus on what you do best. Experience the ease of modern closings and watch your productivity soar.
API Access
Has API
API Access
Has API
Integrations
Docusign
Elastic Observability
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Integrations
Docusign
Elastic Observability
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Pricing Details
$29/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amitree
Founded
2012
Country
United States
Website
www.amitree.com/try-folio/
Vendor Details
Company Name
Endpoint Closing
Founded
2018
Country
United States
Website
www.endpointclosing.com
Product Features
Real Estate Agency
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
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review