Folio for Lenders

Loan officers, Lenders, Mortgage professionals

8 articles in this collection
Written by Paul Knegten and Folio

What is Folio for Lenders?

Folio now available for mortgage professionals

Written by Paul Knegten
Updated over a week ago

Getting Started Guide

What is this Folio thing?

A quick explainer of the basics and the big stuff

Written by Folio
Updated over a week ago

How Smart Folders work: Overview

A smart folder contains all the important information about your client

Written by Folio
Updated over a week ago

The timeline website: Overview

Each smart folder has its own website, and you can choose to share that with your clients or others involved

Written by Folio
Updated over a week ago

Email organization: Overview

Folio magically organizes your important loan emails inside your inbox

Written by Folio
Updated over a week ago

Add a smart folder

Here's a simple guide to setting up and sharing your smart folders (1/3)

Written by Folio
Updated over a week ago

Setting up your first timeline

Here's a simple guide to setting up and sharing your smart folders (2/3)

Written by Folio
Updated over a week ago

Share your timeline

Here's a simple guide to setting up and sharing your smart folders (3/3)

Written by Folio
Updated over a week ago