"This is the BEST way to keep my clients…"

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!!!

"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

"I was impressed with how Folio works…"

I was impressed with how Folio works until the system stopped sending the update notifications via email after making some changes/updates to the transaction. I reached out to customer support and they haven't resolved this for me. Not being able to receive notifications about status changes defeats the purpose of using this as a way to keep everyone in the loop.

"Folio is so helpful for keeping me and…"

Folio is so helpful for keeping me and my clients on the same page. In addition, the customer service is second to none. I was so lucky to be helped by Charmaine. I couldn't believe how responsive she was helping me through a few navigational issues (my end not theirs). Thank you Charmaine for top-notch customer service!!!!

"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.

"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.

"This is a great little program for real…"

This is a great little program for real estate agents. I love it, my clients love it, gives me a little bit of an edge up. Support is great and you get immediate answers to any questions you might have.

"Great extension for Gmail"

Great extension for Gmail. I use it for all my transactions, most clients seem to find it useful but really it helps me just as much as them if not more.

"Great asset to my real estate practice"

Folio is an excellent tool to keep my clients engaged & informed. I love it!

"folio is a good tool but needs some tweaks.."

Folio could be a very good tool but the functionality of it is ok. The files don't always parse correctly. You still have to manually move files from your inbox to the folio file to ensure you have them all. If you already have a listing open for a seller then you have the buyer theres not an easy way to merge the different templates together so you can just have 1 file to keep up with.
In addition there isn't a way to mark the file as closed...you basically just archive it.
It would be awesome to have a customer service rep to call or email directly as it's not all the easy to get help or questions answered. There are some other little tweaks that would really set this tool apart from others.