Folio

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Folio helps busy professionals organize and manage their business right from Gmail.

Latest reviews

• (2021-10-25) M Stringer: 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.
• (2021-08-19) J.D. Songstad: 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
• (2021-04-19) Ashley Wainwright Donahue: 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!!
• (2021-03-10) Marge Bare: 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!
• (2021-03-09) Jennifer Weems: 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.
• (2020-10-21) Dmitri Martin: 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.
• (2020-07-28) Melissa Case: Best thing to come along for busy Realtors since Docusign!!
• (2020-04-03) Nate Moquin: Their customer service is as good as I've ever seen with any online product. Great people.
• (2020-03-05) Pia Trotter: I am a Realtor and always have multiple transactions going with many many emails to categorize. Don't know how I did it before using FOLIO.. it is a lifesaver. And the only reason I am giving it 4 stars is because I have not fully explored it and probably could do even so much more with it. Once I have, I am sure I will give it 5 stars. Great product and worth the price!
• (2020-03-01) Kathi Jobson: I really love Folio, it is one amazing organizational addition to your email. I love how I can put all parties involved in the transaction, it automatically tags my emails for me. It puts all the important deadlines in my calendar and I have the option of including anyone in the transaction with those same dates. I have actually had my clients tell me how nice it is to be reminded of upcoming deadlines. It helps keep everyone on the same page. I have the paid version and think it is worth every penny.
• (2020-02-24) De Lynn Klosterhoff: I can highly recommend this product to keep me and my clients organized and informed. You add your sale or listing, add the dates contract items are due with reminders. Then add clients and vendors you want to have access (ie:Lender, Title Co) -SHARE!! Anytime an action item is needed to be completed all parties get notification. My clients love it because it gives them the step by step details of the contract and complete transaction. When things change and you input something-client gets notified. Try it for free and see how useful this product is. If you have a team it keeps you all on the same path toward closing. What are you waiting for? Make your life easier today! Like having your own TC!
• (2019-06-20) Jeanne Dansby: I'm a transaction coordinator and I've used a lot of tech tools in real estate, but this one is hands down the most valuable of all. Saves me tons of time and makes me look like a pro. And it's easy for clients, too.
• (2019-06-12) Danielle Trevino: This program really helps me with my transactions. I work with over 15 realtors so I deal with a lot of closing and this program is amazing. It calendars all my contingency and follow ups and keeps all my emails organized. I would be lost if I didn't have this program. This is a life savor for all my closing. I would give it a 10 star!!!
• (2019-06-03) Chris Drummond: Folio keeps my office running smoothly. Love how easy it integrates with GMail and my clients rave about it as well.Well worth the money!
• (2019-05-10) Mim McConnell: I tried the free version for a while and was so impressed that I went ahead and paid for the full year. I like how it keeps me organized and also informs my clients.
• (2019-03-19) Robyn Link: This is probably one of my most used products for work. The absolute best invention for real estate agents...EVER!
• (2019-03-14) Jeudi Johnson: I too used it for all my transactions, then they froze my account and now brought it back with no mention of fees. That was why I quit last time. Honesty is the most important thing to me. Tell me the price first. If I can afford it, I need to know before I spend 30 reading and signing up.
• (2019-02-28) Brian Bertini: I have been using Folio for about 6 months and so far I am finding it very useful. The busier I get the more useful it becomes! I love the 'smart' folders, it saves a lot of time. Timelines are great as well. I do have a wish list for the developers, please allow personal branding so we can make the visuals even more professional looking, and I would like to see some more options in the template layout and design. Otherwise, it's great app and a great idea for our industry.
• (2019-02-09) Kimberly Hoadley: I love the Folio file organizer. It really is user friendly and keeps all my files organized. The visual is great and like how the information timeline pops up on the side when I am emailing my clients!
• (2019-02-02) Folio is the bomb! I am a virtual TC closing many transactions a month and it helps me look and work more professional than ever! My agents & other parties on the transaction love it too because they access the timeline anytime & receive email reminders on their tasks. Milestones are easily kept on track & communication is improved since everyone receives an email automatically if a date changes. Plus, once a transaction is closed, a pdf may be created of all the emails in the transaction for Broker's records. I recommend Folio to every Agent & TC -- No matter the amount of transactions. It helps keep everything humming along!
• (2019-02-01) As a real estate admin and TC, I cannot say enough good things about Folio. It has helped me tremendously, especially with keeping up with tasks (that nifty calendar feature comes in really handy). The shared timeline gives client a visual of where we are at in the transaction and what else to expect. Regardless of the size of your team, or whether you are running solo in the real estate game, this is a must-have.
• (2018-11-01) Trina Cannon: Great tool! Love the ease of use and time savings. Great interface and helps keep me organized.
• (2018-10-22) Stanley Echols: Folio is awesome! Like magic It makes me look good to my Clients and other Agents. I am so thankful that you have a free version of this product that allows us Agents that don't have tons of transactions to compete with more successful agents that do. As I build my number of transactions which Folio is helping me do, I definitely plan to upgrade to the paid version. Already getting to feeling like I just can't go back to the old way doing it. ... Thank you Folio!
• (2018-08-17) Ben Coughanour: This software saves me 2 hours per transaction and keeps me more organized throughout the process. Time is money and this program is an absolute must! I love it
• (2018-08-17) Allyson: I, too, am a TC with many files and agents to organize and ecstatic with the ease of use and visuals for the clients. I have read most of these reviews and agree 100% with all the positive feedback. I am a huge fan!
• (2018-08-08) Vanessia Carpenter: As Transaction Coordinator, it has helped me share the file with other Agents, Vendors and Clients. Everyone appreciates the ease of use. No explanation necessary with the timeline. I especially like being able to look up attachments with ease. No more opening one email at a time and searching. I would recommend this product.
• (2018-08-07) Brandi Rihn: Really find this very useful and like how easy it is to see the dates and deadlines for everything. I do wish that we could print the timeline to use as a quick reference, when not logged in the computer.
• (2018-07-10) Excellent product specifically geared to how a real estate agent works. Helps keep everything orgagnized and in one, neat location. Love the timeline, in particular. If they could add a specific template for recording showings and feedback, it would be even better!
• (2018-07-07) Renee Edly: I started using Folio just over a week ago and so far I love it! I've been looking for a way to organize my gmail account without going back to Outlook! This is it! Love the timeline too. Adds it directly to my google calendar. Awesome!
• (2018-07-07) Scott & Cherie Goldsmith: Been using for a little over a week and my clients and lenders are loving it! Anything to make my life easier! So glad someone thought of this!
• (2018-06-20) Portia B Norwood: I love this! It keeps everyone updated with transaction details. Your folders are automatically created and you can create templates to accommodate different timelines (i.e., 60,45,20 and 15 day escrows).
• (2018-04-27) Hannah Won: I've loved using this so far! It's amazing to have transactions organized into folders automatically. I love the visual reminder for myself and for my clients as well. For a newer agent, the free version is wonderful!
• (2018-04-23) I absolutely LOVE LOVE LOVE this! I have been a TC for over 15 years and I don't know how I got along without it. The Timeline is always right there for all parties to see, your folders are created for you, so it cuts down your work time. The customer service is A+++. They respond to the smallest question with virtually no wait time. It's just amazing! I would and have recommended this to my colleagues.
• (2018-04-23) LISA KING: Folio is a perfect companion to the Paperless Pipeline platform that I currently use. Getting organized and staying on a timeline is crucial to any successful real estate agent.
• (2018-04-19) CopyMyTC File: I am a TC and handle multiple files at once, it is great to have the notes, timeline and be able to share the timeline with all parties. It has improved my efficiency drastically.
• (2018-04-18) Candi Steidler - Realtor: I love, love, love this application. I am not sure how I have managed without it. It keeps everyone in the loop and I can see all deadlines in one glance. Try this today! You will not regret it.