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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

Let Nekst organize your day, manage communication with clients and assist with automated followup amongst parties of a transaction. Start with a core list of tasks then easily add or edit to-dos and dates to match your transaction. Set reminders, share tasks, & organize your real estate team. Create repeatable emails and build them into your checklist. Nekst will either auto-send them at 9am or you can manually send with a single click. Create a list of steps for your own client to follow. They can use Nekst just like you do, to ensure they know what to do and when to do it. In the same way you provide feedback after a showing, we collect status updates from lenders, title reps & others automatically for you. Anyone who wants to ensure they never miss a detail again & wants to offer the best service possible to their clients. Our users range from agents to transaction coordinators to team leaders.

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

Companies seeking a tool to organize their day, manage communication with clients and assist with automated followup

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

$15 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

Nekst
United States
nekstapp.com

Alternatives

Alternatives

Top Producer CRM

Top Producer CRM

Top Producer Systems
Folio

Folio

Kwela Solutions
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

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

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

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