Foleo

Foleo is a document portal made for investment agents and property consultants. It replaces email and file-sharing links as the way to send deal files to many buyers.

What Foleo offers

• Deal file distribution — drag-and-drop upload, with files sorted automatically and sent to investors by invitation or shared link.
• Interest scoring — an algorithm rates each investor so agents can follow up only with interested parties.
• Branding — the portal can carry the agent's own logo and look.
• Access control — approval can be required for new recipients, access can be withdrawn at any time, and downloads can be blocked so files open only in the browser.
• Security features — encrypted connections, device validation by email and password re-entry for risky actions.

Key facts

• Hosting: UK data centres available
• Server security: physical servers are manned around the clock
• Intended users: agents handling investment deals with many documents and buyers