AFrame allows you to customize many areas of your account. The admin area is where most of the customization settings reside from managing users, templates, billing, etc. Below is a glimpse of where you can set up your account's information and default settings.
Contact Information
You can input your team account's name, address, number, website, logo, commission settings, team goals & default time zone. This info can be shown on the portals depending on how you set up the portal settings.
Application Link: Admin > Team Info > Team Settings
Commissions
- Commissions Payable To Names: 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
Application Link: 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.