All your transaction emails, files, contacts in one place, right from your inbox

Charles Lee 

Folio seamlessly integrates your Gmail, Calendar, and Docusign. It’s easy to use Folio because it works with the tools you already use everyday.

Send out documents for signatures from your inbox by connecting Folio to your Docusign account.

Easily find transaction emails, contacts and dates in Gmail with the Chrome extension installed.

Dates automatically sync to your Google or Outlook Calendar.

Each transaction in Folio comes with its own timeline to keep everyone on track

Each transaction comes with a timeline for you to share with clients so they can see what’s coming up during closing.

Folio automatically places emails into Smart Folders for each one of your transacations. 

Automatically add your preferred service providers and resources for your clients.

Set up reminders or notes for your clients and team to keep everyone on track during the transaction.

Easily find important documents for each transaction your working on.

When you add or change a date in the timeline, dates are automatically synced to your Google calendar.

Charles Lee 

"I use this tool daily and I get several compliments from fellow Real Estate Agents when they see how well it works... Sharing timelines with clients give me the WOW factor."

Candi Steidler

"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."

"My clients are crazy about this. The timeline keeps everything amazingly organized and there are no surprises (or excuses)... Love it!"

Alfred DeRosa

(192)

© 2018 Amitree, Inc.   Terms of use     Your privacy rights