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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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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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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J.D. Songstad
GB

Organization is Key to getting killer client reviews! 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 avoid forgetting things) 3. It makes the process of gathering emails for the Communication Log that's required by my company totally effortless

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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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Julie Sanders
GB

Beware of Amitree Billing From right off the bat we knew Folio was not working for us. I cancelled the account however a year later I get charged $228 for a renewal subscription. I was surprised and contacted them. They had sent me three emails to notify me of an automatic renewal although my account was cancelled they had my credit card info and charged it. Their emails (which I never opened since I wasn’t using them) enables their policy to charge you and not refund. After emailing their customer service it’s quite clear they don’t see the value in the customer just their policy and refused to refund me even with a canceled account. I don’t write many reviews but you better pay attention to their billing tactics.

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