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What is Paperless Pipeline?

Handling real estate transactions should not be an overwhelming task filled with stress and intricacies. Paperless Pipeline is specifically crafted to streamline transaction management, minimizing excess clicks, clutter, and overall workload. This software enhances the experience for you, your administrative team, your agents, and your whole organization. You can conveniently access all your transactions and tasks on a single page, which promotes efficiency. Additionally, it enables the automation of reminders, tasks, and key milestones, allowing for the swift sending of emails and attachments. By implementing straightforward solutions, you can achieve better results, making the entire process smoother for all parties involved. No matter your working style, elevate your real estate firm's capability to keep on track, boost communication, and ensure timely closings. Focus exclusively on transaction management while customizing checklists tailored to your organization’s needs. Grant agents access based on suitable permissions, and initiate your journey at no cost, with the flexibility to scale as required. Efficient transaction management emphasizes vital features that lead to substantial enhancements, save time, and foster the growth and scalability of your business. With these resources at your disposal, you can revolutionize the way your team functions and collaborates, paving the way for success in every transaction. Ultimately, a well-organized approach to managing real estate transactions can significantly impact your firm's overall productivity and effectiveness.

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

Roghnu
Zapier
zipForm Plus

Integrations Supported

Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

API Availability

API Availability

Pricing Information

$75 per month

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.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Paperless Pipeline

Company Location

United States

Company Website

www.paperlesspipeline.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 Transaction Management

Commission Management
Contract Management
Document Templates
Electronic Signature
Task Management
Transaction Review

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

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