Folio: Manage Real Estate Deals from Gmail

Create and share real estate closing timelines from your Gmail inbox. Integrates seamlessly with Google Drive and Calendar.

What is Folio: Manage Real Estate Deals from Gmail?

Folio: Manage Real Estate Deals from Gmail is a Chrome extension that leverages AI to assist real estate agents in organizing and tracking their transactions. It integrates with Gmail, Google Drive, and Google Calendar, offering automated email sorting, document synchronization, and timeline sharing capabilities to streamline workflow and enhance professionalism. Free and Pro versions cater to varying needs, with additional features like DocuSign integration in the Pro plan.

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Extension stats

By: https://amitree.com

View on Chrome Web Store

Users: 40,000+

Rating: 4.74 (214)

Version: 1.2.28650 (Last updated: 2024-11-21)

Creation date: 2020-07-02

Risk impact: Moderate risk impact

Risk likelihood: Moderate risk likelihood

Manifest version: 3

Permissions:

storage
cookies

Host permissions:

https://www.amitree.com/
https://apis.google.com/

Size: 18.57M

Email: fo*****@insiderealestate.com

URLs: Website ,Privacy policy

Ranking

# 4379 ▼ 30

Other rankings

#23733 in Workflow & Planning ▼ 12

#12 in manage keyword 12 ▼ 2

#78 in organization keyword 3 ▼ 10

#103 in trust keyword 31 ▼ 5

#121 in folders keyword 12 ▼ 5

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Extension summary

Analyze keywords

Folio helps real estate agents stay on top of transactions from Gmail™ and integrates seamlessly with Google Drive™ and Google Calendar™.

Folio lives where you already work – in Gmail™ – and uses AI to automatically know which emails are related to a real estate transaction - making it quick and easy to create timelines that you can share in one click with clients and colleagues.

Folio helps you keep your deals on track with transaction timelines and reminders that are integrated into your Google Calendar™. By organizing all relevant emails, documents and contacts into Smart Folders, Folio makes it easier for you to find important things. Never search for a document, email, or file again. It’s all right there!

HOW FOLIO WORKS:

📬 Connect Folio to your work Gmail™ inbox. 📂 Using AI, Folio will organize emails, files, and contacts for each transaction into a Smart Folder. 💼 Folio will show a sidebar in your Gmail™, allowing you to manage the transaction timeline, share it with clients, assign tasks, and more. 📆 Automatically sync important transaction milestones to your Google Calendar™ and attachments to Google Drive™ to stay on schedule and organized.

💚 WHY OVER 100,000 REAL ESTATE AGENTS LOVE FOLIO

User reviews

These summaries are automatically generated weekly using AI based on recent user reviews. Chrome Web Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.

Pros

Helps keep transactions organized and on track
User-friendly interface and easy setup
Provides a timeline for clients to track their transactions
Excellent customer support that listens to feedback
Ability to save emails to PDF for easy documentation

Cons

Automatically sends calendar reminders that aren't removed if a transaction is canceled
Frequent need to uninstall and reinstall due to Google updates
Billing and customer service processes are confusing and difficult to navigate
Folders can be automatically deleted or added without user consent
Limited date entry options, particularly for non-standard transactions

Most mentioned

Organizational capabilities and timelines
Customer support quality
Email to PDF functionality
Usability and efficiency
Calendar integration

Recent reviews

This helps keep me and my clients on track so nothing falls through the cracks dursing a transaction. I think it also provides an extra level of professionalism.

Jennifer Weems, 2024-04-03

I absolutely love this program. It totally keeps my on top of my transactions and my clients love it! They can check on the timeline whenever they want to see what is going on. I also love that fact that at the end of the transaction it will put all your emails together in a PDF that you can store with your transaction file. Highly recommend it.

Martin Georgianni, 2024-02-23

LOVE this program. I've been using it for about 4 years now and I love how it keeps me updated on my timelines. No more panicking that I've missed a deadline. Once you enter the key dates, folio does the rest with email and calendar reminders. I love it. Either party can edit if you set it up that way and everyone can find files you've emailed back and forth to each other. The only drawbacks I've seen:P 1. When you start a transaction and set up the key dates, it will send out an auto email for your calender dates and enters it on your calender. If you cancel the transaction, it does not REMOVE those dates from your calender or emails unless you go in and delete them. If you don't your calender will still send reminders. 2. If you invite the lender and processor, they also get every email everytime you update the timeline and sometimes it can be a lot of emails for them. 3. Everytime google does an update, you have to uninstall and reinstall folio. It's kind of a PITA, but it's worth it so I continue to use the app. Other than that, I love it.

Nichole Harrison, 2024-02-17

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Extension safety

Risk impact

Folio: Manage Real Estate Deals from Gmail requires a few sensitive permissions. Exercise caution before installing.

Risk likelihood

Folio: Manage Real Estate Deals from Gmail is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.

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