This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
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 remain unchanged.
What template is applied when I select “both”?
The listing template is applied.