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The organization and Smart Folders feature is what really shines through in Folio. If you use your email inbox to stay on top of transactions, Folio works great. Team PlanStarting at $37 per user, per month

Limited to 1 account unless on the team plan.

Paperless pipeline reviews free#

Free tier for up to three transactions at a time.

The platform also integrates with DocuSign and Google Drive to truly turn your inbox into a collaborative transaction hub. This helps you stay on track with your lender, inspector, title company, and any other vendors-as well as keeping your clients up to date on exactly where they are while under contract. From there, you can add files to a transaction manually.įolio makes it really easy to share your transaction timeline via a personalized website for each transaction.

Folio will add relevant emails to the folders and make it easy to access documents or contacts for that transaction and client. These Smart Folders are directly integrated into your email client as separate folders automatically.

Paperless pipeline reviews software#

Want a recommendation based on your particular situation? Check out this quiz I created to offer personalized advice to anyone who’s shopping for a transaction management solution in the real estate space.įolio by Amitree is a nifty piece of software that connects directly with your Gmail inbox to find transactions and create Smart Folders. Large teams and brokerages aiming to provide a fully digital transaction experience High-volume brokerages requiring secure e-signatures, efficient task tracking & MLS integrationsīrokerages looking for comprehensive back-office products including commission management & MLS integrations Teams or brokerages needing streamlined communication, built in e-signature & MLS integrations Starting at $32 per user, depending on number of users & transaction volume

Solo agents and small teams looking for an email-centric approachĪgents and brokers looking for a user-friendly solution to manage transactionsīrokerages seeking a scalable and organized solution for managing transactions Not sure where you fit? Scroll down and take my needs assessment quiz! ProviderĪgents or small teams seeking a transaction-focused solution with basic CRM features The picks below are broken into two sections: The first few are better suited to solo agents and small teams, while the last ones are more targeted at brokerages and large teams.

My Picks for the Best Real Estate Transaction Management Software for 2023: Whether you’re a solo agent, team leader, or broker owner, there’s a tool here to help you keep your transactions in order. When looking for this type of software, you should consider things like whether you already have an e-signature option, how many transactions you do on a regular basis, and whether you need integrations with your email and CRM.Īs a Realtor and coach, I used my own experience shopping for this type of product to rank the best real estate transaction management software for 2023. With so many options on the market, choosing the right platform for your business can be a challenge. If you want to close more deals with less stress, real estate transaction management software can be a game changer.