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Average Ratings 0 Ratings

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ease
features
design
support

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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

Managing real estate transactions online is now streamlined, affordable, and efficient, thanks to cutting-edge technology that caters to businesses of all sizes. With features like unlimited storage and transactions, effective communication between offices and agents, customizable checklists, and the ability to add forms, users can easily keep track of their workload. The system offers reminders for due dates and enables quick searches for any document or transaction in mere seconds. Automated commission calculations and instant access to reports enhance operational efficiency, while tutorial videos on each screen provide helpful guidance. Utilizing Microsoft Azure® cloud storage ensures top-notch quality and security. Additionally, local backups can be made with just a click. H2eFile presents a modern, eco-friendly alternative to traditional paper filing systems, perfect for both small and large real estate brokerages. Picture your agents effortlessly organizing folders for each transaction and securely submitting documents directly into those folders, all while significantly reducing costs compared to current expenditures. The safety and security of all your brokerage's transaction files are guaranteed, allowing for peace of mind in your operations. This innovative solution not only simplifies the process but also supports a greener approach to real estate management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft Azure
Microsoft Cloud App Security
Microsoft Outlook

Integrations

Microsoft 365
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft Azure
Microsoft Cloud App Security
Microsoft Outlook

Pricing Details

$29/user
Free Trial
Free Version

Pricing Details

$4 per user per month
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

H2eFile

Founded

2015

Website

h2efile.com/index.php

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 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

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