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
Click the 3-dot menu to the right of your transaction
Select “Edit Smart Folder”
Update your representation (Buyer, Seller, or Both)
Click “Update Smart Folder”
Gmail Sidebar
Click the 3-dot menu at the top of the right-hand Folio sidebar
Select “Edit Smart Folder”
Update your representation (Buyer, Seller, or Both)
Click “Update Smart Folder”
What will change?
When you update the representation, Folio will add the template for the 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 be deleted.
What template is applied when I select “both”?
The listing template is applied.