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About

Folio makes it easy to impress your clients and keep your real estate transactions on track – even when you don’t have time. With Folio, real estate agents stay on top of transactions from Gmail and it integrates seamlessly with GSuite and Microsoft 365, and Google or Outlook Calendar. Folio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. It’s quick and easy to create timelines that you can share in one click with clients and colleagues. Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Outlook or Google 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!

About

Real estate online transaction management and filing, easy and cost effective. The “State of the Art” technology is not just for large companies. Unlimited storage, unlimited transactions, efficient office-agent communication, create your own checklist and also add forms to them. Provides due date reminders, and allows you to search any transaction or document in seconds. Easy & automatic commission calculation. Commission and other reports on a click. Tutorial videos on each screen. Microsoft Azure® cloud storage quality. Local backucp on a click. H2eFile provides an efficient, green, and cost effective solution to traditional hardcopy file systems for small or multi-office real estate brokerages. Imagine all your agents safely creating the folder for each one of their transactions, and directly submitting all documents into those folders. All of that for a small fraction of what you expend today. All your brokerage transaction's files safe and secure.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Folio is made for real estate professionals who manage multiple deals, want to impress their clients, close on time, and get more referrals.

Audience

Real estate agencies looking for an online transaction management and filing solution to optimize their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29/user
Free Version
Free Trial

Pricing

$4 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Amitree
Founded: 2012
United States
www.amitree.com/try-folio/

Company Information

H2eFile
Founded: 2015
h2efile.com/index.php

Alternatives

Alternatives

Lone Wolf

Lone Wolf

Lone Wolf Technologies
Folio

Folio

Kwela Solutions
RealtyAPX

RealtyAPX

WebAPX
ezbospro

ezbospro

ezBOSPro

Categories

Categories

Real Estate Agency Features

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 Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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
Claim Folio by Amitree and update features and information
Claim Folio by Amitree and update features and information
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Claim H2eFile and update features and information