Welcome to AFrame Software! Below is a guide to help you setup your account. We highly suggest browsing the remaining articles in the knowledge base for more understanding of all the amazing AFrame features.

TABLE OF CONTENTS

Videos

1. Watch Demo

Get the big picture of how AFrame works before diving into setup.


Link: https://aframe.ewebinar.com/webinar/aframesoftware-demo-transaction-management-crm-4643

2. Complete Bootcamp

These short videos walk you through setup areas, key features, and helpful tools within AFrame.


Link: https://youtube.com/playlist?list=PL-fr6pRiI5j7UkeuZGLmqS8SaaBnj8pNM&si=cRuz4H4wZ8t3DN4k

3. Set Up Your Profile


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
Related Article: Email Signatures, My Profile Settings



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, AFrame Calendar Feed


Note: Your email integration automatically creates an AFrame Feed on your email calendar that auto-updates with your assigned transaction and contact dates.



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 Article: Email Signatures

4. Set Up Team Account Info

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 Article: Team Info

5. 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: Team Members, Import Managed Agents

6. 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

7. Transfer Data

There's no rush, this step isn't required to start using AFrame right away. Because every system formats data differently, some minor cleanup is usually needed before importing. Our import spreadsheets matches AFrame’s required formatting to keep your data clean and ensure merge fields pull correctly every time.


This step is a great chance to clean up duplicates and organize your past data. And when you’re ready, just send us your completed file and we’ll import it into your account for you!


Related Article: Transferring Data