New construction and vacant lots

If you're working with a new construction or vacant lot property, simply start a smart folder for a client like you normally do.

Working with the buyer

1. Select "buyer".
2. Click into the address field.
3. Check the "New construction or vacant lots" box.
4. Enter the information for all the required fields.
5. Click the "create smart folder" button.

Working with the seller

1. Select "seller".
2. Check the "New construction or vacant lots" box.
3. Enter the information for all the required fields.
4. There is an optional "under contract" box that you can uncheck to indicate that the folder is pre-contract.
5. Click the "create smart folder" button.

Important notes

The automatic email organization may not function as expected due to the nature of these properties and how others refer to them inside your emails.

• A best practice is to add the property address to match the way you will expect it to be referred to in your emails
• Example: If the address is referred to as 'Lot 1 Main Rd' in your email subject lines vs '00 Main Rd'-- list the property address as 'Lot 1 Main St, San Francisco, CA 94100'
• Example: If the address is referred to as ‘TBD Hwy 50’ vs ‘TBD U.S. 50’ enter it as ‘TBD Hwy 50’
• Additionally, you can edit the Gmail filters to help catch variations people use or that Folio doesn’t currently catch

Still can't create a transaction for your property?

We can help edit an existing transaction and update the address you wish to have a smart folder for.

1. Create a dummy transaction with a known property address
2. Contact us at support@amitree.com, and let us know the full address you wish to change it to (include the state and zip code)
3. Indicate which side you will represent and if it's under-contract