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.
Account
- Unlimited transactions, templates, contacts, file storage, and team members!
- Transferring Data – Import your contacts, agents, and past transactions.
- Lists: Customize list options for transaction status, property types, contact categories, and more.
- Templates: Customize our provided templates or build your own all-in-one or buildable mini templates.
- Merge Field Codes: how to link and pull data across the program
- Team Members:
- Standard User Profiles – billable seats, log in, manage data
- Managed Agent Profiles – free, do not log in or manage data
Communication/Update Tools
- Email Integration Setup – required to send emails from within AFrame
- Agent Portal & Buyer/Seller Portal – optional, view-only access, you control item visibility settings
- Daily/Weekly Summary Emails – summarizes visible agent portal tasks & dates
- AFrame Calendar Feed – shows the profile's assigned transaction dates and owned contacts' touch dates
- Reminders – Date & Task reminder options
- Calendar Date Invitations – send date email invites
- Reports & Custom Transaction Summary – summary reports for profiles and transactions
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
- Terminate Transactions – a button that helps with the common steps you need to perform
- Finalize Closed Transactions – a button that helps with the common steps you need to perform
- Zapier Integration
- Import Showing Information from ShowingTime or Supra
- SendGrid :: Send Batch Emails
- Prospecting Contacts
Need help? Use the help (?) icon in the top banner of your account for AFrame Support.