AFrame does provide default templates within your account to get you started from day 1, but you can customize these to help match the way you run your business. The templates allow you to create action plans, upload & track required documents, create templated emails, and track important transaction dates within your transactions.
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Task Templates
Task templates are a powerful way to stay on top of everything that needs to happen in a transaction. Every new AFrame account comes with built-in task templates you can use right away to apply multiple tasks at once in just a few clicks. Tasks can be assigned to anyone on your account, automatically calculate due dates, and link directly to letter or email templates to keep your workflow moving smoothly.
Open in AFrame: Admin → Templates → Task Templates
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Attachment Templates
Attachment Templates make it easy to ensure all required documents and web links are added to a transaction. By using document placeholders, you can quickly see what’s already been uploaded and what’s still needed at any point in the transaction, helping you stay organized and avoid missing documents.
Open in AFrame: Admin → Templates → Attachment Templates
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Email/Letter Templates
Email and Letter Templates let you insert text that automatically merge in transaction and contact details using merge field codes when creating emails or PDFs. Since so much of your communication is repetitive, templates save time while ensuring every client receives a consistent, professional message.
Open in AFrame: Admin → Templates → Email/Letter Templates
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Date Templates
Date Templates let you create custom sets of important dates for your transactions. You can build multiple templates for different states or regions with their own terminology, then use merge field codes to link those dates as the reference date for the task due date formulas. This keeps timelines accurate and helps everything stay in sync across the transaction.
Open in AFrame: Admin → Templates → Date Templates
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Field Definitions Template
The Field Definition Template lets you customize the fields shown in the transaction information sidebar for each transaction. You can create multiple collections, each with its own page in the sidebar, and organize fields into groups within each collection. This makes it easier to structure information in a way that fits your workflow and keeps transaction details easy to find.
Open in AFrame: Admin → Templates → Field Definition Template
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