This guide provides an overview of key resources, features, and workflows in AFrame. Whether you are new to the platform or looking to better understand how everything fits together, reviewing the sections below will help you navigate AFrame more confidently and get more value from the software.

First Actions

All new users should start by reviewing the resources below. These materials provide a foundational understanding of AFrame and its settings, helping you get up to speed quickly. One-on-one onboarding meetings are only available after completing these steps, so you can come prepared with focused, specific questions.

  • AFrame Demo – If you haven't already seen our demo, it's the quickest way to get an overview of AFrame.
  • Video Library – While the Bootcamp playlist is required, we also recommend the Inside The Frame Playlist
  • Knowledge Base – contains more detailed articles on all AFrame features


Resources


Key Features


Account

  • Unlimited transactions, templates, contacts, file storage, and team members!
  • Lists: Customize list options for transaction status, property types, contact categories, and more.
  • Templates: Use our provided templates or customize by building your own. Ability to setup as all-in-one or buildable mini templates.
  • Merge Field Codes: how to link and pull data across the program
  • Team Members: 


Communication/Update Tools


Daily Workflow

  • AFrame Calendar – standard users can view directly in AFrame
  • Dashboard – main page when logging into AFrame
  • Data Searches:
    • Task Page – expanded task widget with filtering options to quickly manage tasks
    • Transaction Page – use saved views with customizable columns to quickly manage transactions
    • Contact Page – use saved views with customizable columns to quickly manage contacts


Additional Features

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.