Folio for Podium is an email assistant that allows mortgage brokers to easily sync their loan related emails with Podium in seconds. It makes staying compliant with record-keeping regulations using Podium fast and easy.
Folio for Podium provides full control to brokers. You decide:
- Which email to sync
- For each email, whether to include attachments
- Which loan application in Podium to sync the message with
It works with both Gmail and Office365. It does not require any downloaded software, can be used in any web browser on desktop and mobile, and can be used directly inside Podium.