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Folio for Lenders
Folio for Lenders
Loan officers, Lenders, Mortgage professionals
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8 articles in this collection
Written by
Folio
and
Tony Rindsberg
What is Folio for Lenders?
Folio now available for mortgage professionals
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Written by
Tony Rindsberg
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