Folio automatically organizes your transactions and helps keep everyone on track
Adam Baumel
REALTOR® at Briggs Realty Group
Each transaction comes with a timeline for you to share with clients so they can see what’s coming up during closing.
Timelines to share with clients
Transaction folders
Folio creates a folder in Outlook that you can use to organize your emails, or let Folio’s email assistant move emails automatically.
Automatically add your preferred service providers and resources for your clients.
Service providers & resources
Reminders and notes
Set up reminders or notes for your clients and team to keep everyone on track during the transaction.
Timeline templates
Create and share timelines with your buyers and sellers in seconds.
Calendar sync
When you add or change a date in the timeline, dates are automatically synced to your calendar in Outlook.
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
Testimonials
100,000+ agents and their clients rely on Folio to stay organized and on track
