In this episode of TUF Tech Tips, Rhonda Lavoie dives into the essential real estate tool, Folio by Amitree. Discover how this client and transaction management tool streamlines processes, elevates client experiences, and helps agents manage multiple transactions without an assistant. From creating Smart Folders and templated checklists to integrating with Gmail, Google Calendar, and Drive, Rhonda shares how Folio keeps transactions on track. Learn how to improve efficiency, ensure deadlines are met, and provide a stress-free journey for every client. Don’t miss this tech-savvy episode on working smarter and scaling your business.

0:00 Intro

1:50 Folio integration with Gmail and Google Drive

2:20 Smart folders and templated checklists

3:00 Client dashboard

4:22 Anchoring tasks to key dates

5:50 Benefits for clients

7:08 Integration with Calendar

10:04 Closing

Folio Referral Link: http://www.amitree.com/real-estate/?fpr=rhonda38

30% Discount code - REFER30

Want the free download? The 5 Apps to grow without an assistant

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