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What is H2eFile?

The management of real estate transactions online has been revolutionized, making it more accessible, cost-effective, and efficient due to advanced technology designed for businesses, regardless of their scale. Features such as unlimited storage capacity, seamless communication between agents and offices, customizable task checklists, and the option to incorporate additional forms allow users to effortlessly manage their responsibilities. The system also provides timely reminders for important deadlines and facilitates rapid searches for documents or transactions, taking only seconds. With automated commission calculations and immediate report access, operational productivity is significantly improved, and tutorial videos available on each screen offer valuable assistance. The use of Microsoft Azure® cloud storage guarantees high-quality service and robust security measures. Additionally, users can create local backups with a simple click to enhance data protection. H2eFile stands out as a modern, environmentally conscious alternative to conventional paper filing systems, making it ideal for both small and large real estate firms. Imagine your agents easily organizing transaction folders and securely submitting necessary documents directly into those folders, while achieving substantial cost savings compared to existing expenses. The protection and integrity of your brokerage's transaction files are assured, providing you with confidence in your operations. Moreover, this innovative solution not only streamlines the workflow but also advocates for a sustainable method of managing real estate activities, emphasizing the importance of eco-friendliness in today's business environment.

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!

Media

Media

Integrations Supported

Microsoft 365
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft Azure
Microsoft Cloud App Security
Microsoft Outlook

Integrations Supported

Microsoft 365
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft Azure
Microsoft Cloud App Security
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$4 per user per month
Free Trial Offered?
Free Version

Pricing Information

$29/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

H2eFile

Date Founded

2015

Company Website

h2efile.com/index.php

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

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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