Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Track with Ease stands out as the most impactful technological enhancement I have implemented in my legal practice. Since I began using it, our deal volume has doubled, and we've maintained greater organization, even with an increased caseload. This solution has alleviated my team from tedious administrative tasks, enabling us to provide the exceptional client service we are committed to through streamlined automation and improved communication. You can oversee everything from contracts to closures, including documents, contacts, deadlines, workflows, e-signatures, and more. It guarantees that the right updates or reminders are automatically dispatched to the appropriate individuals at the perfect moment. By utilizing this tool, you can significantly decrease the number of calls and emails associated with each transaction, streamline processes, and save valuable hours on follow-ups, ultimately minimizing unnecessary busy work. As a result, you'll reach the closing stage more swiftly, requiring fewer staff hours for each case, thus enhancing overall efficiency in your practice. This transformative approach not only boosts productivity but also allows us to focus more on our clients, ensuring their needs are met promptly and effectively.
API Access
Has API
API Access
Has API
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Integrations
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
Pricing Details
$29/user
Free Trial
Free Version
Pricing Details
$129 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
TrackWithEase
Founded
2013
Country
United States
Website
www.trackwithease.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