Your Clients
Will Thank You
Folio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time.
Syncs with the apps you use most
Folio seamlessly integrates your Gmail, Calendar, and DocuSign. It’s easy to use Folio because it works with the tools you already use every day.
Dates automatically sync to your Google or Outlook Calendar.
Easily find transaction emails, contacts, and dates in Gmail with the Chrome extension installed.
Send out documents for signatures from your inbox by connecting Folio to your DocuSign account.
Wow your clients & team with a beautiful shared timeline
Keep everyone on track with automated reminders.
Feature Tour
Transactions organization
Folio automatically places emails into Smart Folders for each one of your transactions.
Documents at a glance
Easily find important documents for each transaction you’re working on.
Timelines to share with clients
Guide your clients through the process and let them see all the work you’re doing behind the scenes.
Calendar sync
When you add or change a date in the timeline, dates are automatically synced to your Google Calendar.
Reminders and notes
Set up reminders or notes for your clients and team to keep everyone on track during the transaction.
Service providers and resources
Automatically add your preferred service providers and resources for your clients.
★★★★★ 5/5
“It makes me look like I have an assistant when really, I am my own assistant right now.”
Celeste Barr
Realtor
★★★★★ 5/5
“It is nice when you have somebody behind or something that helps you, remind you of things that are really important.”
Valerie Jarnberg
Broker Associate
★★★★★ 5/5
“No matter how busy I am, I’m able to keep everybody updated in real-time.”
Erin Prouty
Transaction Coordinator
100,000+ agents and their clients rely on Folio to stay organized and on track
