Folio

A fantastic tool to keep me and my clients organized

Kommentare: Instead of having to keep track of where a transaction is currently on its timeline in my own spreadsheet I am able to save time and focus on the actually important details that matter to clients. Keeping clients informed is a game changer. One of the biggest complaints in real estate is that clients don't hear from their agents. Well, mine do, and its automatically happening with Folio!

Vorteile:

I am thrilled to be in this industry in a time when this tool is available! Being able to see all the conversations regarding one transaction in one place is wonderful in itself. Not only is this a core feature but there's more! The timeline has become my primary location to keep track of where each transaction is currently and what I need to do next. I do well with deadlines and so this really helps me, especially for time-sensitive things like inspections! The integration with Google calendars is the cherry on top. I don't need to do any extra steps to be automatically reminded of today's items for each transaction!

Nachteile:

Sometimes Gmail won't load the sidebar correctly but a refresh of the browser does the trick to get that working again, this may be caused by a second add-on, bomb-bomb, that has a sidebar in Gmail as well. Integration to my existing workflow was pretty seamless as I was already a Gmail user. Keeping contacts up to date, transaction folders up to date and emails tagged appropriately are really the only chore to making this software function well. And really, anyone in business should be doing most of that already.

Convenient Organization Tool

Kommentare: Overall, Folio has helped me and the team of agents I work with, stay on track with tasks and events during a real estate transaction. The step by step process makes it easy to use and complete information and I love being able to set reminders and create calendar invites for items I add to the timeline. I would highly recommend this to anyone who is looking for an easy, and affordable, way to streamline communication and organize timelines in real estate.

Vorteile:

I like this is easy to use, easy for my clients to access, helps keep everyone updated and allows me to create calendar invites for activities and events.

Nachteile:

I don't have any problems or issues to report.

What works, what doesn't & what's missing

Kommentare: I've enjoyed Folio and I have recieved quite a few reviews from clients expressing their excitement and satisfaction with Folio. Multiple clients have asked if there was an app. I do think the price is slightly too high considering what you get from it. The value does not add up, at least not with the current app.

Vorteile:

Integration into Google products. It's great to see contacts pulled, calendar updated, and documents stored with ease and right next to my inbox. Well designed display of transaction info, and easy to edit from the Gmail add-on. Timeline templates save time. I really like the ability to market my service providers seamlessly within the transaction.

Nachteile:

Way too many transaction suggestions based on random emails. From time to time new transactions can be glitchy when entering the data. If/when a transaction is glitchy from the beginning I've noticed those same transactions tend to to miss emails, drop transaction data, etc throughout the process. Wish you could request reviews on multiple sites. Wish you could integrate with CRM (currently using Referral Maker.) Biggest want- an app, and I'm on Andriod so a iOS app only would not be helpful.

Can't Live Without Folio

Kommentare: Keep up with dates and timelines has been crucial and I can't imagine not using the product.

Vorteile:

I LOVE that this program helps me and my clients keep track of important upcoming dates. When you have multiple deals going at once, it's crucial to have a system that reminds everyone and keeps everyone on track.

Nachteile:

It tries to make every email a client. I am constantly removing folders in my gmail

A Fantastic Solution for Managing Your Real Estate Transactions!

Vorteile:

I manage the escrows for a very busy real estate team that specialize in listings, we do between 70-90 closings a year. Given this, I needed something that could help me manage my transactions and would be easy to use within our Gmail email system. Because almost every item I do, starts with an email to me or from me, having the Folio side bar pop up for each email that matches the address, is a huge time saver! I estimated that it saved me about 3 - 5 hours a week by being able to manage things from within the email system. I made a customized timeline and input every single item I needed to do on an escrow, then I just manage to these items. Because you can share the timelines with clients, it gives me the opportunity to add a value-added item that most Realtors don't have. Client feedback for their timelines has been fantastic! They consistently state how much they love being able to see their contract dates and to-do's, and they really help clients know what's coming up, what's been completed, and any updates or notes that I add for items. It's amazing how many of them mention their timelines in their feedback!

Nachteile:

While the product is fantastic, it does have some bugs and issues. My biggest issue is that Amitree doesn't have a phone number you can call for support. You have to send them an email, and they will get back with you (generally within 24 hours), but many issues are urgent, and I like being able to call tech support when needed. Because I am such a high -volume and frequent user, I come across smaller bugs that annoy me, but because I would have to send an email, write out a description of the item, and then wait to hear back, I don't report them, as it takes too much time and explanation. They aren't huge issues, but I have them occur on all my transactions, so it is something I wish they'd work on...an easy way to report bugs and a tech support number.