Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • BoldTrail Reviews & Ratings
    2,099 Ratings
    Company Website
  • Soraban Reviews & Ratings
    6 Ratings
    Company Website
  • DoorLoop Reviews & Ratings
    985 Ratings
    Company Website
  • MobiPDF (formerly PDF Extra) Reviews & Ratings
    6,760 Ratings
    Company Website
  • Titan Reviews & Ratings
    374 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Jotform Reviews & Ratings
    8,081 Ratings
    Company Website
  • UnForm Reviews & Ratings
    19 Ratings
    Company Website
  • FastBound Reviews & Ratings
    24 Ratings
    Company Website
  • Adobe Acrobat Reviews & Ratings
    7,791 Ratings
    Company Website

What is TransActioner?

Streamline the management of your real estate documents, signatures, and transactions effortlessly with a contemporary interface. Enhance efficiency by utilizing current State Forms that auto-fill, along with the ability to create templates and employ digital signatures. You can easily send forms out for digital signatures while benefiting from automatic tracking and reporting features. Additionally, these forms dynamically update according to the specific details of each transaction. Clients gain access to their own Client Portal, where they can view all necessary forms, sign documents, and check a timeline of upcoming actions at their convenience. The system also generates a calendar with important deadlines, and with a simple click, you can share documents with other agents, title companies, or escrow. This setup includes support for Assistants and Transaction Coordinators, ensuring a smooth workflow for all parties involved.

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

Constellation1
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

Integrations Supported

Constellation1
Docusign
Gmail
Google Calendar
Google Contacts
Google Drive
Microsoft 365
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$19/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

TransActioner

Date Founded

2023

Company Location

United States

Company Website

transactioner.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

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

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

Popular Alternatives

Popular Alternatives

Folio Reviews & Ratings

Folio

Kwela Solutions