amitree.com

Create and share real estate closing timelines from your Gmail inbox. Integrates seamlessly with Google Drive and Calendar.

Latest Version

Version

1.2.29325

Update

December 6, 2024

Size

17.71MiB

Developer

amitree.com

Folio: Manage Real Estate Deals from Gmail Extension

Folio helps real estate agents stay on top of transactions from Gmail™ and integrates seamlessly with Google Drive™ and Google Calendar™.

Folio lives where you already work – in Gmail™ – and uses AI to automatically know which emails are related to a real estate transaction - making it 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 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!

HOW FOLIO WORKS:

📬 Connect Folio to your work Gmail™ inbox.
📂 Using AI, Folio will organize emails, files, and contacts for each transaction into a Smart Folder.
💼 Folio will show a sidebar in your Gmail™, allowing you to manage the transaction timeline, share it with clients, assign tasks, and more.
📆 Automatically sync important transaction milestones to your Google Calendar™ and attachments to Google Drive™ to stay on schedule and organized.

💚 WHY OVER 100,000 REAL ESTATE AGENTS LOVE FOLIO

➤ Look like a pro! Save 20+ hours per deal
➤ Create and share professional closing timelines with your clients in seconds
➤ Manage events and delegate tasks straight from Gmail™
➤ Customizable closing timelines and custom transaction templates to save you time
➤ Visualization on the go - use the Folio web app from any mobile device
➤ Automatic organization of emails into Smart Folders by transaction
➤ Google Calendar™ Integration - never miss a meeting, inspection, appraisal, or deadline
➤ Google Drive™ Integration - auto sync attachments and documents to dedicated folders
➤ Google Contacts Integration - no new contacts database, everything in one place
➤ DocuSign Integration - get all the signatures you need straight from your inbox

💡 FOLIO FREE PLAN:
✓ Manage up to 3 transactions at a time for free
✓ Shareable timeline webpage and email organization for each deal
✓ Reminders, notes and tasks straight from your email
✓ Sync all events/tasks with your Google Calendar™
✓ Sync contacts for up to 3 Smart Folders

➡️ FOLIO PRO:
✓ Everything in Free Plan +
✓ Manage unlimited transactions and Smart Folders
✓ Unlimited custom timeline templates to save you even more time
✓ Unlimited contacts for every Smart Folder
✓ DocuSign integration to get all needed signatures from Gmail™
✓ Automatic attachment syncing to Google Drive™
✓ One-click to export entire transaction history into a PDF
✓ Customizable image background and logo for your timelines

⭐️ WHY FOLIO?
★ More than 100,000 real estate agents trust Folio to help them impress their clients and get more referrals
★ 4.7 star rating – read the reviews!
★ 2.5 billion emails organized and counting
★ 1 million+ hours saved by workflow compression

🔐 SECURITY & PRIVACY
✓ Security and privacy practices audited and approved annually by Google’s Trust and Safety team
✓ Personal data privacy: CCPA compliant
✓ Bank-level 256-bit security
✓ Annual security review conducted by Bishop Fox - the largest private professional services firm focused on offensive security testing

🎯 WHO IS IT FOR?
- Real Estate agents who manage multiple deals
- Real Estate agents who need to impress their clients, look like pros and get more referrals

💻 If you have any problems or feedback regarding Folio, write to us at [email protected]

Source Manifest.json

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User reviews

Jennifer Weems (ID: 000000fa2249d143) Voted 5 ★ - Updated 04/03/2024 This helps keep me and my clients on track so nothing falls through the cracks dursing a transaction. I think it also provides an extra level of professionalism.

Rebekah Sprabary (ID: 00000015ab6d3971) Voted 5 ★ - Updated 02/13/2024 I am a real estate agent & transaction coordinator. Folio is simple to use and set up. This is an email extension so I can go to my timeline(easy to make your own or use one of their templates), see all contacts, conversations, and documents related to the file. You can set up calendar alerts, share your time line and keep and archive files. The only feature I would add would be ability to merge two separate files.

Robyn Brister (ID: 000000c6ade9ae81) Voted 5 ★ - Updated 03/20/2023 I have been using this program for a few years now and I love it! The customer support has been great and they usually respond before their quoted response time. Believe me! I have reached out to them many many times. I'm impressed how much they have improved also - they actually listen to our feedback. I would recommend this program to everyone in the real estate circle. ~Robyn

Chris Winn (ID: 0000001e5d5b91e1) Voted 5 ★ - Updated 07/11/2022 This product has totally changed my productivity. It's helped my clients have a timeline to know what's happening with their real estate transaction. And because I have it synced with my Google Calendar it keeps my various transactions and all the important deadlines all in view---keeping me organized as well.

Susan Lowes (ID: 000000d397cd0836) Voted 5 ★ - Updated 07/05/2022 This is the BEST way to keep my clients on track! I get compliments from the agents and other people involved in the transaction on how easy it is and how impressive it looks. I set the templates up in advance and BOOM, I am done with new transactions in 2 minutes with the updated info for each offer. LOVE this!!! NEVER go away, I will cry!!!

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Folio: Manage Real Estate Deals from Gmail