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Average Ratings 2 Ratings

Total
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features
design
support

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

Over 150 real estate brokerages and teams make the switch to dotloop's software every month. Dotloop currently supports more than 9,000 brokerages across the U.S. and Canada and has a near perfect 98% retention rate. A top-rated mobile app with 4.8/5 stars and over 42,000 reviews.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft Outlook Yes 
BoldTrail No 
Cloze No 
Clozze No 
Constant Contact No 
DocJacket No 
Dropbox No 
Follow Up Boss No 
Google Sheets No 
HomeBinder No 
LionDesk No 
Loft47 No 
Market Leader No 
MoxiWebsites No 
ShortTrack No 
Stackreaction No 

Integrations

Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Drive Yes 
Microsoft Outlook Yes 
BoldTrail Yes 
Cloze Yes 
Clozze Yes 
Constant Contact Yes 
DocJacket Yes 
Dropbox Yes 
Follow Up Boss Yes 
Google Sheets Yes 
HomeBinder Yes 
LionDesk Yes 
Loft47 Yes 
Market Leader Yes 
MoxiWebsites Yes 
ShortTrack Yes 
Stackreaction Yes 

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 Yes 
Free Version No 

Pricing Details

$29.00/month
Contact us for a custom quote
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Amitree

Founded

2012

Country

United States

Website

www.amitree.com/try-folio/

Vendor Details

Company Name

dotloop

Founded

2009

Country

United States

Website

www.dotloop.com

Product Features

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling Yes 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management No 
Document Management Yes 
Project Management No 
Real Time Editing Yes 
Task Management Yes 
Version Control Yes 
Video Conferencing Yes 

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database Yes 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Virtual Data Room

Anonymity Management No 
Audit Trail Yes 
Collaboration Yes 
Data Protection No 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview No 

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