Folio & Skyslope: Save hours of time uploading files and emails

Amitree

May 24, 2019

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Skyslope has taken a huge share of real estate transaction management, and a lot of Folio users also use Skyslope. This article will show you how to use Folio with Skyslope to quickly save hours of time per transaction.


Foliois the email companion to transaction management

Transaction management platforms are big, powerful pieces of software that are critical to keeping deals compliant and on track. But, as your clients, colleagues, and partners (e.g. lenders) communicate with you about transactions, where does that happen? Email.


So, now you’ve got your transaction docs neatly uploaded into Skyslope, all the key dates and contingencies inputted and being tracked closely. But to be compliant with your broker’s (or association’s) recordkeeping requirements, you’ve gotta keep tabs on all that back and forth in your email.


Here’s how to quickly and easily get all your transaction emails into Skyslope after the deal closes:


Of course, you have to have Folio to do this. Get it here for Gmail, here for Outlook.com/Office365. If you’ve done that, then just follow these steps:


Step 1: At the end of each transaction, use Folio’s “Download emails as PDF” feature. Here’s how to access it if you have Gmail & Chrome. Need more help? Here’s a step-by-step.

Step 2: Forward the .pdf to your unique Skyslope email to import your transaction emails

That’s it! Now, of course you could forward all your emails one by one to your unique Skyslope email, but this does it all in one batch.

Questions? Ways you wish Folio and Skyslope worked better together? Let us know in the comments.

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We've built Folio: the first AI email assistant for professionals.

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