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Real estate transaction timeline view and task list
FOLIO by AMITREE vs. Shaker

Earn more referrals with a powerful real estate client timeline app.

Go beyond contract to close. Shaker offers the power of a real estate transaction manager, complete with a client portal and a CRM.


A look at Shaker vs. Folio by Amitree

Shaker stands out as the best alternative to folio with its enhanced communication tools like email templates, transaction timelines and automated checklists. Review the chart below to see a side by side comparison of the key features both Folio and Shaker have to offer.

Shaker is more than just a client app.

Whether you’re a team leader looking to accelerate workflows, a real estate broker recruiting through technology, or an individual agent or Transaction Coordinator wanting to save yourself time, Shaker can empower and equip you with the tools you need to manage your day and strengthen client relationships.

Simplify your tech stack

Combine CRM with transaction and task management in one simple, move in ready platform for real estate agents and teams. All available on the go with any mobile device.

Collaborate seamlessly

Streamline communication and share timely, automated updates with clients and vendors, creating a better experience for everyone involved.

Save precious time

Reduce data entry and automate repetitive tasks with smart integrations like DocuSign Rooms for real estate, Dotloop, Gmail, Calendars and more.

transaction manager completing order title work taskview of client portal on mobile app for real estate transaction software

Branded client portal

Stay on top of key dates and inform clients on what to expect

Assign team and client tasks such as a pending checklist or what to bring to closing

Introduce preferred vendors to clients

Collect and share documents securely

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Benefits when you switch to Shaker

Personalized support

Time is the most finite resource a real estate agent has. When issues or questions arise, you need a team behind you that can respond quickly. Shaker offers dedicated account support via email, chat and even a live person if you need to collaborate on a process or a solution.

Email & SMS synching

With email and SMS synching, you’ll always have a record of your communication with buyers and sellers, regardless of what team member they interacted with. Team inbox features allow any team member to see and respond to client messages at any time. Compatible with Gmail, Outlook & more.

Unlimited usage

Many real estate software products up-charge customers for storage costs, increased transaction volume, number of emails or texts sent or number of contacts in your database. Not Shaker. Your monthly bill will never have hidden fees or overage charges.

It's just prettier :)

It’s possible to have function and fashion and we’re not talking about cargo pants. Unlike many legacy real estate software solutions, Shaker’s clean, modern design and step-by-step process automation make it easy to learn and ideal for onboarding and training new agents.

Calendar integrations

Real estate transactions live and die by meeting or missing deadlines. From inspection dates to listing expiration dates, Shaker provides a snapshot of everything you have upcoming in a simple calendar view that can be customized and synced with google calendar, outlook calendar or ical so you never miss another deadline.

Flexible transaction automation

From agents, to teams to brokers to independent transaction coordinators. Every client does things a little differently. We recognize, your individuality is part of what makes you successful and that one size fits all doesn’t work. We make it a point to allow customers the flexibility to customize their processes and present their brand to customers in their own unique way.

When to use Shaker

You're looking for a single source of truth on leads, client communication and transaction history.

You want more brand control in your client facing app and communication

You're over all the folders and need something more sophisticated and organized

You need more robust task management beyond the standard timeline milestones.

When to use Folio for real estate

You have infrequent transactions and don't mind the added folders in your inbox.

You prefer the simplicity of working out of your email inbox to a more robust solution.

You're an independent TC or contractor and need to work with multiple agent clients with different processes.

You need a basic timeline and that's it.

Customers love the simplicity & flexibility of Shaker.

"I've been searching for a system like Shaker to support my team for several years! Finally, I'm no longer in point solution hell."

Jeff packer

Jeffrey Packer

The Packer Group

"Shaker allows us to organize our workflows and deliver value to our clients while remaining simple and concise. It keeps my team focused on what it does best."

Mike DelRose Jr.

The Mike DelRose Team

Work fast, sell faster

Ready to move business forward?

Connect with the Shaker team today and see our innovative transaction management system it in action.

Request a demo