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Transaction management

Folio by Amitree

An email-based assistant for real estate professionals that organizes client and transaction emails, attachments, contacts and key dates.

amitree.com Free plan available
www.amitree.com
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What Folio by Amitree helps you do

Folio works inside Gmail or Office 365 to group emails, attachments, contacts and key dates by client and transaction. It adds transaction timelines with calendar sync and reminders, plus shareable timeline pages for other parties. DocuSign and Google Drive integrations support signatures and document collaboration, and Smart Folders can be shared with assistants and transaction partners.

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Pricing and plans

Free plan available

Basic is free with no credit card required and covers up to 2 transactions at a time; Pro is $45.00 per month billed monthly.

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Will it work in your market?

Market coverage has not been confirmed for this listing. Ask about country support, data coverage, local forms, MLS access and integrations that affect your workflow.

Other ways to approach this task

Explore related tools. Shared categories do not mean identical features or a direct replacement.

Nekst

Transaction workflow software for real estate professionals that builds tasks, deadlines and messages from an uploaded contract.

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