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 →

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We’ll be at Booth #339 with members of our product, marketing, and leadership team — and we’d love to meet you.

In addition to answering any and all your questions about Folio by Amitree, we’ll be celebrating a pretty exciting milestone for us that will be announced at the event.

In fact, we’ll be doing a giveaway to celebrate. There’s even a wheel involved. I can’t say any more than that — just come to Booth #339 Wednesday & Thursday to find out!

Not a Folio user yet? Start your free trial and let us know what you think.

The post What to expect at C.A.R. REImagine! this week appeared first on Amitree.

For Bonnie Spindler and Ceily Landman of Zephyr Real Estate in San Francisco, there’s a clear dividing line: There was how they did their work before they adopted Folio and Disclosures.io, and then after adoption. The business improvements the two products delivered are outstanding.

Bonnie, a veteran realtor with two decades in the market, explains how Folio’s AI-powered ability to automatically organizes her emails, files, contacts, and timelines by the transaction has saved enormous time and effort.

“We’d have to draw up a timeline for every transaction we have if not for Folio,” she says. “Instead, it prompts us for all our milestones and those dates are shared. It maintains communication with the clients automatically, so they’re not calling you at two in the morning to nervously ask if they’d missed seeing a document, or asking when a walkthrough or a meeting was scheduled to happen.”

For a Realtor®, a product like Folio frees them from time-consuming manual management of their inbox or from tracking down messages and threads that may – or may not – have been properly archived. “The toughest thing is to keep track of all these timelines,” she says. “It’s hard to keep track of what I sold 6 months ago, let alone 30 years ago.”

“Wonderful” capabilities

How did Bonnie manage her professional email before Folio? “I didn’t,” she says. “If you got sued, for instance, you had fto pull hard copies for the lawsuit. Folio makes all the dates involved in a transaction clear for the whole team.”

How Folio eases communication is one of its biggest benefits, in her eyes. “Folio is great. It’s wonderful for us to do a drip program to our clients so they’ve got the calendar right in front of them, and the entire team is aware of what’s happening. We also use its buyer and seller transaction templates, so we can drop those into any transactions.”

Ceily, a former Java engineer before her realtor career, appreciates how Folio makes formerly onerous tasks far simpler. “When we’re finished with a transaction and archive it, we can very easily add that huge archive of our emails to our files; that’s really great for documenting transactions. Also, I love how you can customize who can see things; being able to set the permission levels of the individual milestones is really handy.”

Polishing client perceptions

Another impact of Folio? How it affects client perceptions of their business. “They think you’re more organized,” Bonnie notes. That’s practically ‘table stakes’ for dealing with younger generations of homebuyers, who are accustomed to high levels of digital notification and personalization. “My younger clients don’t even see it as a value-add. They expect it when they get sent an automatic update.”

As for the learning curve involved in putting Folio to work? Bonnie found it to be practically non-existent. “Folio has been plug-and-play. If a program is unintuitive, I won’t use it…I’m not a big techie person, but it was very intuitive and super-easy; I don’t think I even got trained on it, I just started using it. It keeps getting better the longer you use it, too.”

Another go-to tool? Disclosures.io

They’ve also become converts to another software tool for RE agents. Disclosures.io, developed to help real estate professionals manage property information, share listing information, track buyer interest, and receive offers, all within the same app.

“It’s a great tool; we use it for viewing disclosures, we upload our disclosures to it, we even submit offers using it – the ‘Make Offer’ option is very cool,” Bonnie says. “I find it much easier to work with than using Google Drive to make disclosures. It has a nice interface; it lets you know when your client has looked at disclosures, too.”

The practice of making disclosures up-front is mandatory in California, but it’s a best practice in any circumstance, they believe. “It helps the seller and the buyer be more successful,” Bonnie says. She’s fond of Disclosure.io’s ease of use and superior UX: “I just like how when you’re scrolling through it you get a preview of the file, of the thumbnails,” she explains. “They’re big enough you can actually see the document a little bit. It makes it faster than downloading a huge document. When we were using other systems, we have to download them a piece at a time, or the computer wouldn’t open them at all.”

Software has to show payback – or else

The cost-to-benefit ratio of tools like Folio and Disclosures.io, and their ability to deliver quick results, is another attraction for realtors. Bonnie points out how “realtors have to pay for everything, so cost is a big factor. It’s taken a lot of convincing to get me to spend the money when I’m already paying for Zillow, for a webmaster, and so on.”For a product to meet their approval, Ceily adds, “it had to make the process easier, and streamline and automate the things we have to do.”

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The post Folio & Disclosures.io: Keeping business on track for 2 Bay Area Realtors® appeared first on Amitree.

September 25-26th @ the Los Angeles Convention Center

Want to meet the people behind Folio and get answers to your burning questions? Our product & leadership teams will be exhibiting at C.A.R. REImagine! and would love to meet, chat, and get to know you. Meet us at the Folio by Amitree booth #339 to get to know the team and get a personal demo of Folio – the first email assistant for busy REALTORS®.

The post Meet us at C.A.R. REImagine! appeared first on Amitree.

“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. 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. That’s why Folio really caught our attention.” – Breakthrough Broker

Read the full write-up on BreakthroughBroker.com

The post Folio deep dive (w/ video) in Breakthrough Broker appeared first on Amitree.

a. 5 hours

b. 10 hours

c. Gee wiz I have no idea, that’s a lot of searching and hunting for emails and maybe I’d even miss one

If you use Folio, the answer to this is: immediately*. Folio’s dead-simple “Download emails as PDF” feature is silently one of the biggest time savers for real estate agents. Here’s a quick video showing how it works, and how it saved one agent from a pretty sticky situation.

Even if you never have any legal claims to deal with as an agent (and we hope you don’t), most states have regulations that require recordkeeping of all transaction emails — for years after the transaction closes. Get out ahead of it and use this feature to neatly export a .pdf that you can send to your broker, upload to your transaction management platform (like Skyslope: instructions here), or store yourself for safekeeping.

*our servers take up to 24 hours to process and send you the finished .pdf, but your part is done immediately!

The post Feature Spotlight: PDF Download appeared first on Amitree.

The post We ❤️ our customers: Hear Jennifer’s story – a Transaction Coordinator who keeps everything on track appeared first on Amitree.