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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

In the fast-paced realm of real estate, every moment counts and efficiency is key. Form Simplicity caters to the needs of busy real estate professionals by streamlining the transaction process while minimizing potential risks. To begin, you can create templates that save time by grouping frequently used forms, complete with pre-filled information. Inputting data into a single field ensures that it automatically updates all relevant standard fields throughout the transaction. Additionally, you can import information directly from the MLS, further enhancing convenience. The automation features of Form Simplicity significantly cut down on typing and boost overall productivity. With eSign, the electronic signature tool provided, you can swiftly obtain signatures, saving you valuable hours. As a user of Form Simplicity, you benefit from a Library of Forms that contains the latest versions of your association’s, MLS’s, or brokerage’s documents. This assurance means that the forms used in your clients’ transactions are consistently current, thereby safeguarding both you and your clients from potential risks. Ultimately, Form Simplicity empowers you to focus on what truly matters—serving your clients effectively and efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
RentSpree

Integrations

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
RentSpree

Pricing Details

$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 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

Form Simplicity

Country

United States

Website

www.formsimplicity.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

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