Welcome to AFrame Software! Below is a checklist to help guide you in setting up your account before your first transactions. After setting up these basics, we highly suggest browsing the remaining articles in the knowledge base for more understanding of all the amazing AFrame features.

TABLE OF CONTENTS

Set Up Your Personal User Account


Add Personal Information

This is where you will enter your email, phone number, picture, Agent Information (if you are also an agent), Email Subscription Preferences, Reminder Preferences, & Default Settings.



Open in AFrame: My Profile > My Info



Integrate Your Email

Integrating your email is vital, as it is the only way to send emails from your account and the only way to bypass spam filters. Emails sent through AFrame will appear in the "sent folder" of your email program. 



Open in AFrame: My Profile > Integrations > Email & Calendar
Related Articles: Email Integration



Add Email Signature

Create your custom email signature(s) for emails being sent out of AFrame. This is important because your integrated email will not apply the email signature setup within your email program.



Open in AFrame: My Profile > Email Signatures
Related Articles: Email Signatures


Set Up Team Account


Add Team Info & Default Settings

You want to input your company contact information, logo, commissions default, team goals, date format default, portal visibility settings, and more.


Open in AFrame: Admin > Team Info
Related Articles: Team Info & Settings



Add Team Members

AFrame offers 2 different types of users with assignable roles and permissions.

  1. Standard Users - monthly charged, can log in to modify data

  2. Managed Agents - free of charge, cannot log in to modify data, can receive calendar/email/text reminders & summaries



Open in AFrame: Admin > Team Members
Related Articles: Standard User, Managed Agents, Import Managed Agents


Input Your First Contact & Transaction

The quickest way to learn AFrame is to start using it! Go ahead and add your first Contact and Transaction. Just use the Create button in the Top Menu Bar. Additionally, you can import your contacts and past transactions.



Open in AFrame: Create > Transaction or Create > Contact
Related Articles: Create Transactions, Creating Contacts, Import Contacts,
Import Top Producer Contacts, Import Transactions


Customize Your Account

AFrame does provide default templates and lists within your account to get you started from day 1, but you can customize these to help match the way you run your business. You can do this at the start, or use the ones provided and edit/add as you go along.

Templates

Customize the following 4 types of templates to use with transactions: Task, Date, Attachment, and Email/Letter. The templates allow you to create action plans, upload & track required documents, create templated emails, and track important transaction dates within your transactions. Additionally, you have a field definitions template area where you can set up your custom information fields in the information sidebar.

Lists

Customize the various dropdowns in each transaction. There are 6 available lists to customize: statuses, sources, property types, activity types, participant roles, & contact categories.


Open in AFrame: Admin > Templates or Admin > Lists
Related Articles: Templates, Lists


Need help? We're here for you! Email us at Support@AFrameSoftware.com or use the ? icon in the top right of your AFrame account to submit a help request form.