Most of your day-to-day activities and communications are conducted through your email, so it is absolutely crucial to keep your inbox organized, ensuring nothing falls through the cracks. However, when your days are filled with juggling a million things at once, this is no easy task. A skilled agent who manages to make the home buying or selling process seamless and stress-free is the agent who will win the repeat business and referral. Please note we are on Eastern Time.It’s no secret that as a real estate agent, the experience you provide your clients is one of your biggest selling points. **Priority support**: We have an SLA of 2 hours during our normal work week (Sunday-Friday) for our paid users. #Folio by amitree how toIf you upgraded the incorrect account, learn more about how to transfer to the correct account here. We can always help if you come across any bumps along the way. Note: Be sure to verify you are upgrading the correct account if you use multiple email accounts. #Folio by amitree upgradeIf you have a Folio account, log in and visit your account tab or the plans page to upgrade Control over calendar events, so as not to overcrowd calendarsįor our latest pricing options, visit the plans page:.Control over team member folder suggestions, to prevent duplication of Folders.Copy of templates, service providers, and resources to group members.Disable the creation of suggested smart folders.Automatic timeline sharing configuration between group members.Need Folio for a larger group? Contact us at to learn about custom group pricing with our Enterprise plan.īelow is a list of the optional configurations that are provided to group plans, in addition to all the listed features in the paid plans section:.Team plans (2-10 accounts) - monthly or save with the yearly plan (paid upfront).We offer significant discounts for teams or brokerages on a per-user basis. Access to our Help Center and Priority support** have more features in the pipeline stay tuned for new updates! Folio for Teams.Personalize transaction timelines with an image of your property and your company logo.Grow your brand with our helpful “Request a Review” feature.Create as many custom templates as you need (cash-only, out of state deal, long/short closing).Create a cheat sheet for each client and get everything you need organized on a single page.Find your email, contacts, and files for your clients automatically organized on your phone, tablet, computer, and in your inbox.Create smart folders for all your clients - from those looking for a house, to those who've already found one and are now in escrow.Email organization for your client pre-contract and under contract smart folders.You’ll also gain these exclusive features: Paid plansįolio’s paid plans will provide you with an unlimited number of Smart Folders that you can share with your clients, admin, TC, or any relevant players. After the trial period expires, you can upgrade to one of our paid plan options or remain on our free plan (limited to three concurrent smart folders). #Folio by amitree proWhen you first sign up with Folio, you will start on our Pro plan for a 14-day trial. Using Folio in another industry? Learn more here. This article is for users of Folio for Real Estate.
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