This feature is in closed beta. Stay tuned for our full launch.
Connect Folio and BoldTrail BackOffice together, and keep your active transactions up-to-date.
When you choose to sync a Folio Smart Folder with BoldTrail BackOffice, we will share the following fields:
Client email(s)
In Folio, you can represent the buyer or seller or both.
Street address
City
State
Zip code
Country (US or Canada)
Link to Folio timeline
Timeline key dates
Listing date
Acceptance date (in Folio, this is called “Offer accepted”)
Closing date (in Folio, this is called “Estimated closing day”)
List of email attachments
This list will be visible in the Unsorted documents folder, where you can pull documents from Folio. You can find more information on this here.
PDF export of email messages
List of contacts with roles
When you update the following information in your Folio Smart Folder or timeline, you have the option to sync these updates with BoldTrail BackOffice:
Street address
Contacts
Representation (buyer, seller, or both)
Timeline key dates
Listing date
Acceptance date (in Folio, this is called “Offer accepted”)
Closing date (in Folio, this is called “Estimated closing day”)
Learn more about syncing Folio updates with BoldTrail BackOffice here.
Please note: changes in BoldTrail BackOffice will not be reflected in Folio.
Additional questions?
We’re here to answer any questions you may have about Folio, BoldTrail BackOffice, or our integration. Please get in touch.