Folio: Manage Real Estate Deals from Gmail Folio: Manage Real Estate Deals from Gmail

Productivity
Version: 1.2.9704
Last Update: 2023-04-20

User Reviews


avatar Tom Betsill
2022-04-14

Helps keep track of important dates, emails and timelines. Super helpful

avatar Chris Neun
2021-12-17

I like the filing capabilities.. my biggest and more consistent issues are that the system automatically deletes folders that I'm currently working on and automatically adds folders that I have zero relation too. Why are you constantly deleting my existing folders??

avatar Wendy McFarland
2021-11-30

Folio is the best real estate contract management program out there, and I've tried many. It's easy to set up initially, and very easy to use afterwards. It is particular helpful in setting up critical dates within the contract, so that you don't miss any deadlines, which could potentially cost you or your client $$$. Highly recommend! This is a must for agents who are juggling multiple contracts at once, or for transaction coordinators managing multiple projects.

avatar M Stringer
2021-10-25

I love using Folio~ We can access files, attachments, & Important timeline dates. An excellent tool that helps me stay organized and efficient. I have used for 3 years now and love the program.

avatar J.D. Songstad
2021-08-19

I have done Los Angeles Westside residential real estate sales since 1999 and this is definitely one of the best tools to:
1. Help your clients stay on track of transaction timeframes with the timeline & list key contacts for the transaction all in 1 place
2. Keep myself on top of all transaction details using the timeline (which helps me stay organized and helps to avoid forgetting things)
3. It makes the process of gathering emails for the Communication Log that's required by my company effortless

avatar Ashley Wainwright Donahue
2021-04-19

Amitree's Folio is an ideal software for keeping an ever changing timeline in front of myself and my clients to ensure superb communication and expectations. This makes me (their agent) look like a multi-tasking, organized master!!

avatar Marge Bare
2021-03-10

As a Realtor I've been using Amitree for some time now, and I've loved it! One small feature I particulary like is saving emails from a transaction into a pdf file, with one click. My state requires I submit a pdf to my file, and that's saved me hours of time and effort. The entire program is user-friendly and the staff is engaged, helpful and very friendly. Its a pleasure to work with them. Amitree adds so much time-saving ease and organization to my transactions. I can highly recommend it!

avatar Jennifer Weems
2021-03-09

This business is all about adhering to timelines and meeting deadlines. This tool is a total life-saver at helping me keep on track of all of them, as well as setting expectations for my clients what the deadlines are. I love how I can share the timelines, customize the timelines, add them to my calendar, receive email and calendar reminders. This tool is also great for helping me stay in compliance by keeping my documents organized by transaction and giving me a a way to store them later when the deal is closed.

avatar Dmitri Martin
2020-10-21

It only allows dates based on acceptance or closing dates. What about dates that aren't based on acceptance or closing? For instance, a seller has so many days to elect to cure after receipt of notice of defect. Having to calculate number of days before closing that date would equal is cumbersome and doesn't retain the logic of the event for templating out how the date is contractually calculated. You can't even put a fixed date without specifying days before or after acceptance/closing. Seriously, if this program has been around for 15 years and they haven't fixed this limitation, it makes my wonder if the product is continually improving or the developers have moved on.

avatar Melissa Case
2020-07-28

Best thing to come along for busy Realtors since Docusign!!

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