Reviews & Comments of Folio: Manage Real Estate Deals from Gmail chrome extension

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.

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!!!

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.

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.

Helps keep track of important dates, emails and timelines. Super helpful

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??

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.

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.

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

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!!

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!

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.

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.

Best thing to come along for busy Realtors since Docusign!!

Their customer service is as good as I've ever seen with any online product. Great people.

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!

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.

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!

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.

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!!!

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!

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.

This is probably one of my most used products for work. The absolute best invention for real estate agents...EVER!

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.

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.

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!

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!

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.

Great tool! Love the ease of use and time savings. Great interface and helps keep me organized.

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!

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

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!

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.

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.

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!

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!

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!

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).

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!

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.

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.

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.

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.

My clients are crazy about this. The timeline keeps everything amazingly organized and there are no surprises (or excuses). Everyone is on the same page with just a few keystrokes. Love it!!!!!

I have found this app to be extremely helpful with my business and important in keeping me on top of crucial timelines. My buyers feedback has been very positive. They love it! This app makes me look good to my clients and I love that! Definitely a must-have for any busy real estate agent!

My customer's love it and truly this timeline helps to us in compliance. Our clients are so thankful to get notices and reminders on everything so we no one is missing a deadline. Nothing gets missed!!! I would recommend to any real estate agent.

I am a real-estate consultant and folio helped me a lot....a lot. It is very easy to use, very functional and extremely practical, try it once and you will love it, its a perfect organizer tool to all your transactions. good job guys, good job Marc McCole Director of Product who keeps tracking my satisfaction about this product. Thanks.

Love this tool. It keeps everyone on the same page and my files organized.

My Transaction Coordinator turned me on to this time saving tool. Once I saw the power of the organizational capabilities, its ability to automatically collect emails and put them into a file, the communication via the timeline of events, and the one button gathering of all the emails after the transaction is complete - enabling me to meet the brokers requirements to store all communication, I was hooked. This software is well worth the money.

Have used it about a week and it is a great way to stay organized and add important dates to the Google calendar.

Love it. I control what client sees, when they see it. On week 2 and will be purchasing for sure.

We are on week two of using Folio to keep our real estate transactions organized and we are loving it. It is extremely simple to use and effective.

We are so thrilled with this product!!! After several years of immense growth (50% increase in sales each of last few years), we were searching for a system that would help us keep on track, handling the volume, while providing an easy, automated experience for both our team and our clients. This is the answer! I save so much time knowing all I have to do is plug a couple dates in my template and the rest is automated. Dates populate on my calendar, everyone gets update emails, and it looks like we're putting in 10x the work to our clients! Can't wait to see how this product evolves and gets even better.

I love this tool for the most part. I give it 4 stars as sometimes it blocks the email and there is no way to close it. I have to scroll back and forth to read the email when it takes up a large portion of the screen. Otherwise, great tool

I love that Folio helps to increase your professionalism in the eyes of my clients as well as other realtors. I have had people ask me how I created the timeline, and my answer was simple,"Folio did it all!"

so far loving the capabilities of folio

Love Folio and all of its capabilities to make my business more fluid in transaction dates and deadlines! Thank you!

It's simple and flexible. You can track your detailed step by step transaction process or just the main milestones. Easy to get started, intuitive prompts, no learning curve. Install and start using it!

AWESOME. this app works with Google calendar and pops all my relevant dates into my calendar automatically. Being able to share the timeline and details on the buying/selling process with my clients is an added layer in addition to keeping an updated provider/contractor list right in front of the clients. It saves me time and makes me money and the BEST Part is how impressed my clients are with the service level they receive. Looking forward to updates that let you change the timelines and apply it to active files. Also, need a solution for files that fall out of contract and need to be made active again.

This extension has saved me loads of time and worry. I know exactly when all my deadlines are approaching and what step of the transaction process I am in at any given moment!

I'm having 1 issue; I have 2 folders with the same address; how can you consolidate/merge 2 folders into 1? I don't see any answers anywhere....

Who was the genius that came up with this awesome idea? I love it! How did I ever live without it?

So far, I'm LOVING this program. So easy to use and clients love it!”

THANK YOU!! This extension has been so AMAZING! Finally just what I needed. Works great for keeping everything where it belongs. Helps so much when I am TCing.

This is a great extension to help keep everyone organized. I used to manually count the deadline days but now I just put in the days and it's right on my calendar and then it sends handy email reminders. Just one of the many features I love. You have to have this extension when doing a transaction.

The best for staying organized during a transaction.. LOVE IT!! Saves time searching for dates, right in front of you on the screen.

best app for managing for agents to manage client emails

Easy to use, saves so much time!

Our Clients love this App. It makes it so much easier to stay on task and on top of everything happening from Contract to close.

Love this app

Not only do I love this system, my clients do as well. I receive thank you's and "how cool" comments when I set up the profile. It's easy for the clients to see the upcoming events and they feel at ease that I'm on top of things. I also help some fellow realtors with their transaction coordinating and set them and their clients up on this system. Everyone of them have made positive comments. Easy easy to use and an easy easy way to make you, the realtor, look GREAT!!

Very easy to use system. Keeps you on track and keeps everyone involved on track with notifications of upcoming deadlines. Also automatically attaches any corresponding email regarding the transaction incoming or out-going and puts them into a file. Excellent system! I now make my Transaction Coordinators use this system on every Escrow.

As an admin, I am all about organization and calendar management. Folio/Amitree has been a huge help to me with this, and it also allows me to set up automatic updates for clients, which saves time. Highly recommended for everyone in real estate.

I love the timeline of important dates right in the email window so no more switching applications back and forth. Also, being able to download the entire transaction's emails into one PDF is phenomenal and makes transaction documentation so simple! Love Love Love!

Love the system, it calculates my dates and keeps everyone updated on contingencies.

Love this system, and look forward to using it more often!

Awesome tool for organization!

Folio is very easy and intuitive to use. Greatly reduces communications to high maintenance clients. Organizes your emails perfectly. Also the download to pdf of transaction emails is so easy. Considerably shortens your record keeping time.

I am a realtor/broker and have used this extension for 2 months. It is great! If you are an agent, you need to try this. It takes a bit of effort to set up but well worth it. My clients are amazed at how this timeline app makes the contract to close process so understandable. Really, give it a try. I think you will like it!

great production tool

This extension hijacked my gmail. I uninstalled and it's still moving all my emails around.

It is a Godsend. It keeps everyone informed at once and makes my life much easier. My clients love it and when we are done it can send me a pdf of all communications to download into a file. Doesn't kill trees! Love it!

I've found it very useful to help track important transaction milestones. My clients have said they love it as it helps them, in coordination with me, know what comes next.

I'm an assistant for two agents. I needed some assistance understanding how to keep them separate. Customer service was awesome! The CSR was very patient guiding me through the process, which took a few days. Our broker has a document/task management system, but Folio is much more user friendly. Can't wait to see what's next.

Folio has been a very useful tool for sharing information and keeping on track with transactions. The customer service team is responsive and helpful.

Incredible app. My clients love it!

It is very user friendly! I love that it creates folders for me once it notices a certain address.

Love it for the simple fact it organizes my emails automatically and makes it very easy to search them.

I like the fact you can set time lines and clients can get involved with that process of keeping on track.

Love Folio! Keeps everything organized and links to your calendar with reminders so nothing falls through the cracks. And it impresses clients!

Thank you so much for Folio! It has changed the way my team and I do business and keeps us all on the same page. If there was the ability to begin a buyer transaction without a property address it would be perfect!

This is a fantastic tool. What I like most, is it is on my main screen and with one click to see important dates in a transaction, but also easy access to file attachments. I use gmail not outlook so I can easily access from any of my computers when logged into gmail. Easy to use and helpful to clients too!

As a technology trainer for a real estate company in south Florida, I was looking for something that would facilitate tracking critical dates and organizing the electronic documents in a transaction! Folio not only does this, but notifies the buyer, seller, and other parties to the deal so they know what is happening. I think this is the best thing to happen for the real estate industry! I highly recommend using it!

I dont know where i would be with out this!

I love this product. Notifies me of my deadlines. Keeps track of emails related to my transactions and my clients love the timeline so they know what's going on, too. Highly recommend adding this to your business. You'll love it!

I had a bunch of my files and timelines disappear, but other than that, I love it as much as my clients do.

Amazing! Keeps you organized, and never miss a deadline. Create notes on the transaction, all in one place.

I love it and so do my clients. Makes our lives much easier...and anything that help with that... Great!

My clients love the timeline! It really helps keep everything on track and everyone informed of the progress of the transaction.

Great system! Makes tracking all related e-mails a snap!