Once you pop that open using the ‘View Timeline’ button, you can add additional dates and reminders. In addition to adding a timeline within Gmail’s interface, Folio automatically creates a unique landing page for each transaction. This not only creates the timeline flow, but it will place a calendar invite on your Google Calendar as well. Add key dates, such as the staging appointment, photoshoot, listing, open houses, showings, inspections, loan deadlines, and closing.
Once the Smart Folder has been converted to under the contract, you can start laying out your listing and closing timeline for the property directly inside of Gmail. One of the biggest responsibilities you have as a real estate agent is managing the timeline of the transaction and giving your clients peace of mind that everything is on track. Take notes during every conversation with your client and other partners, then pull them up side by side with the next email you write or while you’re on the phone with them.Ĭreate and Share the Transaction Timeline Use Folio’s notes feature within the Smart Folders to keep on top of your game for each transaction. Then the algorithm will begin to pull any communications associated with both the client and home in question.Īs an agent, the experience you provide is of the utmost importance.
#Folio amitree update#
When that lead becomes a buyer or seller under contract, the agent can simply update the status (as shown below) and tie the address to the folder as well. Within the app, you can set a folder to pre-contract, allowing all emails from a specific email address to be pulled into that Smart Folder. You may be wondering how Folio can assist with communications with a potential client when there is not an address associated yet. Folio’s technology will extract documents related to each transaction and place them in a ‘Files’ tab in the respective Smart Folder. And the staging quotes you got from five different companies? All of them live in the same place as well.Įvery attachment sent in reference to a transaction has its home as well. That way, if you are looking for that lender agreement for the home on 3456 1st Ave, you don’t need to waste time searching through every email in your inbox. Real estate agents can use this technology to keep all emails and documents from their clients, title representative, lender, inspector, and others who are working with them on that transaction in a single folder. The program crawls and analyzes each email for certain keywords and phrases that indicate it is referring to a certain transaction. Users can also manually create a Smart Folder if they wish.
#Folio amitree manual#
Folio also watches for any patterns in the manual moves and updates you make in the existing folders. Moving forward, Folio’s self-teaching algorithm will learn and evolve based on what you approve. Early on, when it detects a new address or client, it will ask for your approval to create a folder.
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So how does Folio differ from the regular label and filter functionality in Gmail? The app’s technology allows it to automatically create Smart Folders for each transaction, based on the address and/or client name referenced in the email exchange. Folio also offers the option to integrate with Outlook. The app can be downloaded as a plug-in for Gmail, tying it directly into the existing interface. You don’t have to leave your beloved email platform behind to utilize the incredible features Folio has to offer. If you are an avid Gmail user, then have no fear. So, in our quest to make life easier for Realtors, we thought we would share. That’s why Folio really caught our attention.įolio completely changes the experience your clients have throughout a real estate transaction and simultaneously helps reduce the email chaos that we all experience in real estate. There are many programs, extensions, and plug-ins that tout the ability to boost productivity and keep your inbox clean, but how many out there are designed specifically with real estate agents in mind? The answer, not many. Most of your day-to-day activities and communications are conducted through your email, so it is absolutely crucial to keep your inbox organized, ensuring nothing falls through the cracks. However, when your days are filled with juggling a million things at once, this is no easy task. A skilled agent who manages to make the home buying or selling process seamless and stress-free is the agent who will win the repeat business and referral. It’s no secret that as a real estate agent, the experience you provide your clients is one of your biggest selling points.
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