Folio by Amitree

2093 Philadelphia Pike #3004, 19703, Claymont, United States
http://amitree.com
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4.55
Based on 20 Reviews

5

80.00%

4

5.00%

3

10.00%

2

0.00%

1

5.00%
About Folio by Amitree

Folio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. More than 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. How Folio Works: First, connect Folio to your work email account on Gmail or Microsoft 365. Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder. Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.

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Suzanne Brady
GB

FOLIO Rocks! I have been using Folio for several years now and just upgraded to the Team version! I am very happy with this system and would recommend it to anyone who wants to have a grasp on their business but just isn't the micro-organizing type of mind. This program keeps you on top of it all.

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Lesli Koontz
GB

Folio is so helpful for keeping me and… Folio is so helpful for keeping me and my clients on the same page. In addition, the customer service is second to none. I was so lucky to be helped by Charmaine. I couldn't believe how responsive she was helping me through a few navigational issues (my end not theirs). Thank you Charmaine for top-notch customer service!!!!

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Farrah Pedraza Simmons
GB

Great way to keep organized Not sure how I would keep my transactions straight and who belongs to which property and my inbox cleaned up without Folio?!

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Mark Stevens
GB

Charmaine in Customer Service Goes the Extra Mile! Charmaine is the customer service person who took care of helping me move my account to a new email address. She not only did that, but ensured that all of my templates and contractor contacts and other collateral for the account were moved. She anticipated my needs for the account and made sure it was a seamless transition. I am very grateful for her help and she is a testimonial to how this company works...very client focussed! THANK YOU!

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Brandi Lynn Shaw
GB

I highly recommend Folio for every Realtor I highly recommend Folio by Amitree for every realtor out there. The system helped me to stay organized even when I had a ton of transactions going at once. I love the fact that I can include the lender and co-op on the timeline as well, so there is never any confusing about when items are due. Their customer service is impeccable too! Over the last 4 years there hasn’t been one time that I contacted them and didn’t get an immediate response and solution.

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