Our clients range from small local independent brokers to multinational brokerages with staff across multiple locations. We like to work with anyone who wants to enhance efficiency with a commitment to customer experience and compliance.

Timeframes differ depending on the state of your business data. We'll work with you on a tailored onboarding plan that limits business disruption and ensures you and your team succeed.

Don't worry, if you can use email, you can use Folio! We provide both online and in-person training and our dedicated Customer Success Team are always on hand to ensure you are set up for success.

Simply book a meeting with us and one of the team will be in touch to schedule a demo. We love meeting brokers!