Investment-deal software for estate agencies
Turn your agency into an investment specialist.
Folio screens your listings for investment-grade stock, runs jurisdiction-correct analysis across Scotland and England, and packages each deal into a branded investment pack for your own investor list.
Screen, package, send - 14-day free trial, no card required.
See it in action
From raw stock to a deal in an investor's inbox.
Watch the whole flow: upload your listings, let Folio grade them, generate a branded pack, match it to the right investors, and send. Hover to pause, or click a step.
Built for agencies with investment stock and investor buyers.
Screen investment-grade stock
Spot the deals already on your books. Folio analyses every listing and flags the ones worth packaging for investors.
Jurisdiction-correct analysis
LBTT and ADS in Scotland, SDLT and the surcharge in England - resolved from the property address, so every figure stands up.
Branded investment packs
White-labelled PDF packs under your agency's brand: yield, cashflow, acquisition costs, and comparables, ready to present.
Distribute to your investor list
Keep a private list of investor buyers with their criteria, and send matched deals straight to their inbox.
Screen. Package. Send.
Three steps from raw stock to a deal in an investor's inbox.
- 1
Screen
Import your stock by CSV or add listings by hand. Folio runs the numbers and flags investment-grade deals against your thresholds.
- 2
Package
Generate a branded investment pack in one click: analysis, tax, regulatory context, and comparables under your own brand.
- 3
Send
Match deals to the right investors on your list and send packs from your agency's name, with replies coming back to you.
One plan, everything included
Simple, single-tier pricing.
£200 /month
- Unlimited listings and analysis
- Jurisdiction-correct tax for Scotland and England
- White-label investment packs
- Private investor list with deal matching
- Email distribution with engagement tracking
14-day free trial. No card required. Annual option available.
Be first in line.
Folio is opening to a first group of UK estate agencies soon. Leave your email and we will let you know when your spot is ready.