Please note that this integration is not yet available for all BoldTrail BackOffice users.
Overview
Integrate Folio and BoldTrail BackOffice to keep your team in the loop of what's going on. Folio organizes emails and documents, creating client timelines. BoldTrail BackOffice manages transactions, commissions, and accounting for real estate brokerages. Connecting them lets you move transactions from Folio emails to BoldTrail BackOffice in few simple steps.
Folio Pro is provided as part of the BoldTrail BackOffice Bundle. If your BoldTrail BackOffice subscription is canceled, your Folio account will be moved to our free plan.
Agents can:
Sync Folio folders with BoldTrail transactions
Share documents, emails, contacts, and transaction details
Brokers can:
Access agent's Folio documents
View and edit client timelines
Sync timeline events to calendar
Get event reminders and updates
Please note that the integration requires an active Folio account and a BoldTrail BackOffice account.
Getting started by inviting users to Folio
First, we'll need to invite BackOffice users to Folio.
Go to Users and open the needed user profile.
Click the "Invite to Folio" button and proceed with sending the invitation.
The user will receive an invitation email to sign up for a free Folio account. After they create their account, they will be prompted to input their BoldTrail BackOffice account’s email address and password on the Folio settings page.
If the user already has a Folio account, they should still click on the link in the invitation email. It will take them to their Folio settings page, where they can input their BoldTrail BackOffice credentials.
After the user has connected their Folio account to BoldTrail BackOffice, you will see a Folio logo appear next to their name in their user settings.
If a user hasn't set up their Folio account or misplaced their invite email, you can always click on the "Resend Folio invitation" button to send them a new invite.
Syncing Folio Smart Folders
After you start working on a new active under-contract Folio Smart Folder, you can easily link the folder with BoldTrail BackOffice. When the folder is linked, BoldTrail BackOffice will display information that comes from Folio, such as key dates, contact details, emails, and a link to the Folio timeline.
From your list of Smart Folders, find the required Smart Folder.
Click on the three-dot button next to the folder.
Select “Share with BoldTrail BackOffice”
Confirm that you want to share the folder’s information.
The folder will appear as an “incoming update” in your BoldTrail BackOffice transactions overview
Pushing updates to the transaction
After you share the Smart Folder, Folio maintains a connection between the folder and the BackOffice transaction. If you update certain fields in the folder or the timeline, you can push those updates to the transaction.
Make your updates to your shared Smart Folder or timeline. This can be done using Folio’s Chrome extension or the Folio dashboard.
From your Folio dashboard, find the folder in your folders list.
Click on the three-dot button at the end of the folder’s row.
Select “Share updates with BoldTrail BackOffice”
Confirm that you want to share the updates.
The update will appear as an “incoming update” in your BoldTrail BackOffice transactions overview. You can then review and accept or reject the changes.
Changes that are made in BoldTrail BackOffice will not be reflected in Folio
Which fields are synced from Folio?
When you choose to sync a Folio Smart Folder with BoldTrail BackOffice, Folio will share the following fields:
Client email(s)
In Folio, you can represent the buyer or seller or both.
Street address
City
State
Zip code
Country (US or Canada)
Link to Folio timeline
Timeline key dates
Listing date
Acceptance date (in Folio, this is called “Offer accepted”)
Closing date (in Folio, this is called “Estimated closing day”)
List of email attachments
This list will be visible in the Unsorted documents folder, where you can pull documents from Folio. You can find more information on this here.
PDF export of email messages
List of contacts with roles
When you update the following information in your Folio Smart Folder or timeline, you have the option to sync the updates with BoldTrail BackOffice:
Street address
Contacts
Representation (buyer, seller, or both)
Timeline key dates
Listing date
Acceptance date (in Folio, this is called “Offer accepted”)
Closing date (in Folio, this is called “Estimated closing day”)
Retrieving transaction-related emails
Folio collects all emails related to a specific transaction and puts them in one place called a Smart Folder. You can then send these emails to BoldTrail BackOffice, which is helpful for keeping records and following rules.
Here's how it works:
Connect a Smart Folder to BoldTrail BackOffice or choose to share updates with it.
Folio will create a PDF file containing all the emails from that Smart Folder.
This PDF is then uploaded to BoldTrail BackOffice.
You can find this PDF in the "Unsorted documents" folder for that transaction.
Important notes on PDFs:
The PDF includes the content of the emails.
It does not include any attachments that were in the original emails.
Syncing documents from Folio to BoldTrail BackOffice
This integration allows you to manually sync documents from Folio to BoldTrail BackOffice. This saves you the hassle of saving the attachments to your computer and uploading them to your transaction.
Since Folio collects transaction-related emails into Smart Folders, Folio automatically syncs any files that are attached to emails in your Smart Folder. You can view the files anytime in your Smart Folder’s Documents tab.
When you'd like to add a document from a Smart Folder to a BoldTrail BackOffice transaction, you have the option to select the ones you want to sync. Folio won't automatically clutter your transaction with every single document that's in the folder.
Follow these steps to pull documents from Folio:
Within the transaction, go to Unsorted documents > Add document > Pull from Folio
Select the documents from the list or search for a specific document.
After making your selection, click on the “Pull from Folio” button to add the documents to the Unsorted documents folder.
Folio will not sync any email attachments for emails that are manually added to a Folio Smart Folder.