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What is Propy?
Step into the future of real estate transaction management software crafted for the modern era. Our platform offers a user-friendly, efficient, and secure solution that transforms your business operations. By leveraging cutting-edge blockchain technology, we effectively eliminate wire fraud, providing reassurance to all participants in the process. Enhance productivity by consolidating communication among all parties in a unified space, while enjoying seamless integration with DocuSign for smooth document management. Gain a competitive edge with detailed insights through comprehensive business visibility and consolidated reporting. With our committed support team available 24/7 for onboarding and assistance, you’ll always have help when you need it. Discover why forward-thinking brokerages are selecting our transaction management solution to propel their growth and optimize their workflows. Join the revolution towards a safer and more efficient real estate landscape, and experience the benefits firsthand. Your journey to innovation in real estate starts here.
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
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
24 Hour Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Company Facts
Organization Name
Propy
Date Founded
2017
Company Location
United States
Company Website
propy.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
CRM
Commission Management
Contract Management
Electronic Signature
File Sharing
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