As a real estate agent, you juggle a lot of responsibilities. From client meetings and open houses to negotiating deals, the last thing you want to worry about is tracking down and sending important documents to your clients. That’s where Folio’s Document Sharing via Timelines functionality comes in – a new feature that takes the headache out of document management.
We know how crucial it is to provide an exceptional client experience. That’s why we’ve built this feature to make document sharing as smooth and effortless as possible. Let’s dive into how it works and why this update will save you time, reduce stress, and impress your clients.
The Document Dilemma: An Agent’s Biggest Hassle
Real estate transactions involve lots of moving parts and mountains of paperwork. Whether it’s a Purchase Agreement, inspection report, or appraisal document, you’re constantly emailing clients, answering questions, and sending the latest updates. But this process takes up valuable time and can lead to confusion if your clients don’t have everything they need in one easy-to-find place.
The problem? Sending multiple emails, struggling to track versions, and constantly having to reassure clients that they have the right documents. It’s exhausting and can create friction in the relationship.
The Solution: Your Documents, All in One Place
Now, with the ability to share documents directly via your timeline, Folio transforms your transaction timeline into a secure, organized hub where clients can access all their important documents. No more hunting through endless email threads or wondering if your clients have the latest version.
Here’s how it works:
- Centralized Access: Clients can view important documents from one convenient location – your Folio Timeline.
- Easy Upload: You can upload files straight from your computer or Smart Folder.
- Complete Control: Set custom permissions for who can view or edit documents, ensuring confidentiality and security.
Who Does This Help?
Whether you’re an independent agent or part of a larger team, this feature is designed to make your life easier. Sharing all important docs in the transaction timeline eliminates repetitive tasks and helps you provide a smooth, modern experience for your clients. No more answering the same questions about document statuses – your clients will have everything they need at their fingertips, 24/7.
Why It’s Perfect for Real Estate Professionals
Offering a top-tier experience to your clients is more important than ever. This feature won’t just help you stay organized, it will help you build trust with your clients and stand out from the competition. By offering a seamless document-sharing experience, you show clients that you’re tech-savvy, professional, and dedicated to making their experience as smooth as possible.
Plus, it saves you tons of time that you’d otherwise spend answering emails and managing files. More time for clients, more deals closed – and less stress!
Ready to Try It?
This feature is available exclusively for Folio Pro and Team users. Ready to ditch the document chaos and impress your clients with a seamless, modern experience? Upgrade to Folio Pro today and start enjoying the benefits of Document Sharing directly in your Folio Timeline.
👉 Upgrade to Folio Pro now and take control of your document management.
👉 Need help getting started? Check out the support guide →
Who we are
We've built Folio: the first AI email assistant for professionals.
Folio plugs directly into your work email inbox and automatically organizes your email, giving you contextual access to all the information you need to increase your productivity in minutes.
We are a team of passionate product people and engineers that gets excited about solving complex processes and creating value for people.
We're a venture funded company backed by Accel Partners, Vertical Venture Partners, and other leading venture capital firms and angel investors such as Ash Patel and Jerry Yang.
