I’m not one to usually endorse services or products on my blog but I stumbled upon a Gmail extension the other day that I have to trumpet to my fellow real estate agents. It’s called Folio.
Any agent that has ever processed a real estate transaction from start to finish knows that trying to keep track of all the paperwork, emails, conversations, deadlines, and notes is a daunting task. The developers of Folio, Amitree, apparently felt your pain. Here are some of the features that make this extension special:
- Automatically Organize Transactions – Folio automatically places emails into Smart Folders for each one of your transactions.
Documents & Files at a Glance – Easily find important documents and contacts for each transaction you’re working on.
Timelines to Share With Clients – Share timelines with clients so they can see what’s coming up during closing, and see your preferred service providers.
Calendar Sync – When you add or change a date in the timeline, dates are automatically synced to everyone’s calendar.
Reminders and Notes – Set up reminders or notes for your clients at any step during closing: from inspections through insurance to the loan deadline.
Resources & Concierge Services – Provide your clients with resources to find home insurance, movers, or to set up local utilities.
Oh yeah – I almost forgot the most important feature. IT’S FREE!
If you want a quick overview, play the YouTube video below. If you want to download the extension, visit http://www.Amitree.com.