Folio for Real Estate

For Agents, Brokers, TC, and RE professionals

Folio avatar Charmaine Ng avatar
33 articles in this collection
Written by Folio and Charmaine Ng
Smart Folders

How to create a Smart Folder

Manually create a new smart folder
Folio avatar
Written by Folio
Updated over a week ago

How do I access smart folders?

Access your folders from anywhere
Folio avatar
Written by Folio
Updated over a week ago

Folio Email organization

Easily organize your transaction emails
Folio avatar
Written by Folio
Updated over a week ago

Client Smart Folders

Easily manage your clients (prospects/leads)
Folio avatar
Written by Folio
Updated over a week ago

Move emails into a Smart Folder

Missing emails in your folder, need to remove an email?
Folio avatar
Written by Folio
Updated over a week ago

Turning on smart folders for Outlook

Turn on automatic email organization for your inbox
Folio avatar
Written by Folio
Updated over a week ago

Change the address of a Smart Folder

Edit or change the property address of a timeline
Folio avatar
Written by Folio
Updated over a week ago

How do I edit or rename smart folder?

Change the displayed name or address of your smart folder
Folio avatar
Written by Folio
Updated over a week ago

Edit Smart folder filters in Gmail

Are some emails not getting sorted into your smart folders?
Folio avatar
Written by Folio
Updated over a week ago

Archive or delete a transaction

Quickly remove completed or unwanted transactions
Folio avatar
Written by Folio
Updated over a week ago

Recover an archived transaction folder

Find and restore a smart folder
Folio avatar
Written by Folio
Updated over a week ago

New construction and vacant lots

New builds, developments, and empty lots
Folio avatar
Written by Folio
Updated over a week ago

Change who you represent on a transaction

Quickly change who you represent
Folio avatar
Written by Folio
Updated over a week ago