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 Lists


Contact Categories

Having a reliable way to search your contacts is key, and contact categories make that easy. Categories let you organize contacts from broad to specific, helping you keep a growing database clean and searchable. A clear category system also makes it simple to quickly find and filter lists of contacts when you need them.


View in AFrame: Admin > Lists > Categories


Touch Date Types

Touch dates act as reminders to check in with clients and stay connected. You can customize them for important moments like purchase anniversaries, birthdays, and more, helping you stay organized, provide thoughtful follow-ups, and build long-term relationships that lead to repeat business and referrals.


View in AFrame: Admin > Lists > Contacts > 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.


View in AFrame: Admin > Lists > Contacts > Referral Sources


Transaction Lists


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.


View in AFrame: Admin > Lists > Transactions > 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.

View in AFrame: Admin > Lists > Transactions > 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.


View in AFrame: Admin > Lists > Transactions > 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.


View in AFrame: Admin > Lists > Transactions > 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.


View in AFrame: Admin > Lists > Transactions > Participant Roles


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.