Folio: Manage Real Estate Deals from Gmail

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

Latest reviews

• (2025-05-17) Lijanne Stevens: I love the customer support from Folio - Charmaine is there every step of the way for you! Folio timelines makes it easy for myself and my clients to keep track of their transactions. I love the calendar sync option and being able to check off my tasks daily! Thank you Folio!
• (2025-02-04) Kailey Taylor: I've been a user for 5 years or more now and love it. I'm able to set up my own templated timelines and easily make adjustments. It helps keep me on track during transactions and makes my life easier. Highly recommend if you're looking for a good system to keep your transactions organized.
• (2024-04-03) Jennifer Weems: 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.
• (2024-04-03) Jennifer Weems: 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.
• (2024-02-23) Martin Georgianni: I absolutely love this program. It totally keeps my on top of my transactions and my clients love it! They can check on the timeline whenever they want to see what is going on. I also love that fact that at the end of the transaction it will put all your emails together in a PDF that you can store with your transaction file. Highly recommend it.
• (2024-02-17) Nichole Harrison: LOVE this program. I've been using it for about 4 years now and I love how it keeps me updated on my timelines. No more panicking that I've missed a deadline. Once you enter the key dates, folio does the rest with email and calendar reminders. I love it. Either party can edit if you set it up that way and everyone can find files you've emailed back and forth to each other. The only drawbacks I've seen:P 1. When you start a transaction and set up the key dates, it will send out an auto email for your calender dates and enters it on your calender. If you cancel the transaction, it does not REMOVE those dates from your calender or emails unless you go in and delete them. If you don't your calender will still send reminders. 2. If you invite the lender and processor, they also get every email everytime you update the timeline and sometimes it can be a lot of emails for them. 3. Everytime google does an update, you have to uninstall and reinstall folio. It's kind of a PITA, but it's worth it so I continue to use the app. Other than that, I love it.
• (2024-02-13) Rebekah Sprabary: 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.
• (2024-02-13) Rebekah Sprabary: 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.
• (2024-01-17) BridgeGuitar: 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!
• (2023-03-20) Robyn Brister: 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
• (2023-03-20) Robyn Brister: 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
• (2022-07-11) Chris Winn: 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.
• (2022-07-11) Chris Winn: 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.
• (2022-07-05) Susan Lowes: 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!!!
• (2022-07-05) Susan Lowes: 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!!!
• (2022-06-10) Ankoma Hose: I was charged for an annual plan that I didn't want and they make it impossible to speak with a live person. If you can the number provided it's automated and they say they don't monitor the message and you have to send an email. They also don't provide an option to remove your credit card information. The billing practices are very deceptive and predatory.
• (2022-06-10) Ankoma Hose: I was charged for an annual plan that I didn't want and they make it impossible to speak with a live person. If you can the number provided it's automated and they say they don't monitor the message and you have to send an email. They also don't provide an option to remove your credit card information. The billing practices are very deceptive and predatory.
• (2022-05-26) This is a great program that helps me keep track of multiple agents transactions. I couldn't do half of what I need to do as a Transaction Coordinator without it.
• (2022-04-14) Tom Betsill: Helps keep track of important dates, emails and timelines. Super helpful
• (2022-04-14) Tom Betsill: Helps keep track of important dates, emails and timelines. Super helpful
• (2021-12-17) Chris Neun: 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??
• (2021-12-17) Chris Neun: 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??
• (2021-11-30) Wendy McFarland: 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 $$$. Highly recommend! This is a must for agents who are juggling multiple contracts at once, or for transaction coordinators managing multiple projects.
• (2021-11-30) Wendy McFarland: Folio is the best real estate contract management program out there, and I've tried many. It's easy to set up initially, and very easy to use afterwards. It is particular helpful in setting up critical dates within the contract, so that you don't miss any deadlines, which could potentially cost you or your client $$$. Highly recommend! This is a must for agents who are juggling multiple contracts at once, or for transaction coordinators managing multiple projects.
• (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.
• (2021-10-25) 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, Realtor: 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
• (2021-08-19) J.D. Songstad, Realtor: 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!!
• (2021-04-19) 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!
• (2021-03-10) 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) 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) 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!!
• (2020-07-28) 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.
• (2020-04-03) 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!
• (2020-03-05) 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.
• (2020-03-01) 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!
• (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.
• (2019-06-20) 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!!!
• (2019-06-12) 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!
• (2019-06-03) 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!