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.
Every plan gets the full product
Pricing that grows with your stock.
Starter
For agencies testing the water.
£19 /month
- 25 active listings
- 1 seat
- Unlimited packs and sends
- Small "Made with Folio" pack footer
Growth
For agencies sending deals every week.
£49 /month
- 100 active listings
- 3 seats
- Unlimited packs and sends
- Custom sending domain
- Fully white-label packs
Agency
For multi-office stock at scale.
£99 /month
- Unlimited active listings
- Unlimited seats
- Unlimited packs and sends
- Custom sending domain
- Fully white-label packs
- Jurisdiction-correct tax for Scotland and England
- Branded investment packs and schedules
- 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.