AFrame allows you to customize many areas of your account. The admin area is where most of the customization settings reside for managing team members, templates, billing, and more. Below is a glimpse of where you can set up your account's information and default settings.
Team Settings
You can input your team account's name, address, number, website, logo, commission settings, team goals & default timezone. This info can be shown on the portals depending on how you set up the portal settings.
Open in AFrame: Admin > Team Info > Team Settings
Commissions
- Commissions Payable To: You can set your account payable to names & use their connected merge field codes within your email/letter templates.
- Broker Commission Payable To Merge Field Code = $BrokerPayable
- Team Commission Payable To Merge Field Code = $TeamLeadPayable
- Team Splits: Setting up your default team split enables users to apply the preset team lead split with the commission calculator in the payout tab of the transaction.
- Team Goals: You can enter in the team goals the number of transactions and/or volume for the year for the entire team account. You can check the statistics of the team & your personal standings at the bottom of the dashboard.
Transaction Settings
Open in AFrame: Admin > Team Info > Transaction Settings
Defaults
- Portal Visibility: Here you can control the agent & buyer/seller portals' default settings. You can set the default for activities, emails, tasks, attachments, and dates.
- Transaction Attachment Folders: These folders will be auto-created under the Attachments Tab when creating a new transaction.
Field Settings
- Override "Effective Date" Field Name: You can set the name to another default term, such as: Mutal Acceptance Date.
Reminders & Date Format
- Reminder Lead Time: You can set when you want to be reminded of important Contract dates, such as: Birthdays and Anniversaries.
- Merge Field Code Date Format: Sets the date format when merging date fields into an Email/Letter template.