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Ratings and Reviews 0 Ratings
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SBS Asset FinanceThe SBS Financing Platform stands out as a premier ecosystem comprised of cloud-based, evergreen software applications. This platform empowers financial institutions and lenders of all sizes and locations to offer outstanding customer experiences across various asset types and commercial lending scenarios. With over four decades of expertise in the finance sector, our modular solutions ensure a smooth digital experience for both clients and their customers. Additionally, these solutions facilitate a swift time-to-market and a quick realization of value, ultimately enhancing customer satisfaction and driving profitability. Moreover, the platform's adaptability makes it suitable for evolving market demands, ensuring that users can stay ahead in a competitive landscape.
What is Area Pulse?
Pulse reports are designed to provide clients with only the most relevant information suited to their preferences. By incorporating clear charts and graphs, these reports help clients grasp the real estate market dynamics in their residential, professional, and recreational locations. AreaPulse simplifies the distribution of personalized reports, ensuring clients remain updated on their current neighborhoods or those they dream of living in. With monthly updates, clients receive data that is both timely and pertinent, capturing their interest effectively. Users have the ability to delve into detailed statistics by entering specific addresses, neighborhoods, cities, zip codes, or even creating custom areas on the map. Additionally, the market reports can be tailored to reflect your brand identity, improving the overall presentation and cohesiveness of the information. This customization fosters a stronger sense of engagement and connection to the content clients receive. Ultimately, this approach not only informs but also empowers clients to make educated decisions regarding their real estate needs.
What is Folio by Amitree?
Folio enables real estate agents to efficiently manage their transactions directly from Gmail or Outlook, while providing seamless integration with GSuite and Microsoft 365. With the trust of over 100,000 agents, Folio aids in timely closings, impresses clients, and generates more referrals.
This tool simplifies the process of wow-ing clients and keeping transactions organized, even during the busiest of times.
Folio operates within your existing email environment, utilizing AI to automatically identify emails pertinent to real estate transactions. It allows for the swift creation of shareable timelines for clients and colleagues with just a single click.
Additionally, Folio ensures your deals remain on schedule by offering transaction timelines and reminders that sync with your Google or Outlook Calendar. By consolidating all necessary emails, documents, and contacts into Smart Folders, Folio streamlines your workflow, making it unnecessary to search for important files ever again. Everything you need is conveniently organized and accessible!
Integrations Supported
Integrations Supported
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders
Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines
Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.
Folio Enterprise
- Contact us for custom integrations.
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders
Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines
Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.
Folio Enterprise
- Contact us for custom integrations.
Free Trial Offered?
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Company Facts
Organization Name
Area Pulse
Company Website
areapulse.com
Company Facts
Organization Name
Amitree
Date Founded
2012
Company Location
United States
Company Website
www.amitree.com/try-folio/
Categories and Features
Real Estate Agency
Lead Management
Listing Management
Categories and Features
Real Estate Agency
Calendar Management
Client Database
Contact Management
Contract Management
Listing Management
Real Estate Transaction Management
Appointment Scheduling
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review