Do you now represent both the buyer and seller or need to change which party you represent in one of your transactions? You can quickly update your representation by editing the Smart Folder. 

On the Folio website

  1. Click the 3-dot menu to the right of your transaction
  2. Select ‘Edit Smart Folder’
  3. Update your representation (Buyer, Seller, or Both)
  4. Click SAVE 

Gmail Sidebar

  1. Click the 3-dot menu in the right-hand Folio sidebar
  2. Select ‘Edit’
  3. Update your representation (Buyer, Seller, or Both)
  4. Click SAVE 

What will change? 

When you update the representation, Folio will add the template for new representation you selected, along with the necessary Key dates to your timeline. Below is list of the expected key dates for each option

  • Buyer: Offer Accepted, and Estimated Closing Date
  • Seller (Listing): Listing Date, Offer Accepted, and Estimated Closing Date
  • Both: Listing Date, Offer Accepted, and Estimated Closing Date

Note: All other custom events that previously existed will remain unchanged.

What template is applied to a ‘Both’ selection? 

The listing template is applied.
 

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