Within your admin settings, you can customize different lists. In this article, we'll explore the list types and ways you can customize the lists to better suit your specific needs and preferences.
TABLE OF CONTENTS
Contact Lists
Transactions Lists
Contact Categories
Having a good way to search within your contacts is important. One way to do this is by using contact categories. With this customization it allows you to set up from broad to specific categories, aiding you in creating efficient organization of your evergrowing contact database. It's best to find a category system that works well for you, so you can keep everything organized and easy to find when you need it.
Application Link: Admin > Lists > Categories
Touch Date Types
Touch dates can serve as a reminder to reach out and check in with clients, building stronger relationships and increasing the likelihood of repeat business or referrals. They can be customized and set up for important dates such as purchase anniversaries, birthdays, and more. This is an essential tool to stay organized, provide excellent service, and build lasting relationships with clients.
Application Link: Admin > Lists > Touch Date Types
Referral Sources
Referral source tracking is a crucial aspect of any successful referral program in the real estate industry. This involves keeping track of where your referrals are coming from, whether it's from past clients, friends, family members, or other agents. By tracking your referral sources, you can identify which channels are most effective and focus your efforts on building stronger relationships with those sources. Additionally, referral source tracking can help you identify areas for improvement in your program and make data-driven decisions to optimize your referral strategy. Overall, by tracking your referral sources, you can build a more sustainable and effective referral program that can help you grow your real estate business over the long term.
Application Link: Admin > Lists > Referral Sources
Transaction Statuses
Customizing the default transaction status list allows you to tailor your account to create a list of statuses that best represent your transaction stages. You will have 5 main stages to use to categorize each status: pre-active, active, under contract, closed/sold, & not active. You can also choose the visibility of select statuses within the agent & buyer/seller portals, giving you more control over who sees what. Additionally, at any time, you can pull summary reports for your team or individual agents with the status separated by status.
Application Link: Admin > Lists > Statuses
Transaction Sources
One mandatory selection when creating a transaction is a transaction source. You can customize the default dropdown selection list to better suit your specific needs and preferences. At any point, you can search for a list of transactions or clients by the source selection made in the transactions. Once the transactions are closed, the statistics per source option will be updated for the summary breakdowns.
Application Link: Admin > Lists > Sources
Property Types
While creating your transactions within AFrame, you must select a property type from a dropdown list. You can customize this list to better sort your business needs. We have provided a default list of common property types within your account from the start. At any time, you can pull sold summary graph reports for your team or individual agents showing the separated property type selections.
Application Link: Admin > Lists > Property Types
Activity Types
Throughout your transaction, you have the option to add different activity notes under the activities tab. We do provide you with default options, but you can customize the list by adding, deleting, renaming, or merging options. You can also choose the visibility of the whole activities tab or individual activities within the agent & buyer/seller portals, giving you control over who sees what.
Application Link: Admin > Lists > Transaction Activity Types
Participant Roles
When it comes to real estate transactions, there are several participants involved in the process. The main players include buyers, sellers, real estate agents, closers, and lenders. Each participant has a unique role and set of responsibilities, but at any point, someone may need to reach another party. Customizing your participant roles list will help you label each participant added to each transaction & will assign a unique merge field code to each role to assist in auto-populating correlating data into the email templates selected for that transaction. Additionally, you can control the visibility of the transaction's participant roles in both the agent and buyer/seller portals.
Application Link: Admin > Lists > Participant Roles