Timelines to share with clients
Each transaction comes with a timeline for you to share with clients so they can see what’s coming up during closing.
When you add or change a date in the timeline, dates are automatically synced to your calendar in Outlook.
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
Set up your timelines to automatically add your preferred service providers and resources for your clients.
Create and share timelines with your buyers and sellers in seconds.
Folio creates a folder in Outlook that you can use to organize your emails, or let Folio’s email assistant move emails automatically.