Hello AFramers!
We’re excited to introduce our newly redesigned Transaction Detail Page!
This is one of our biggest updates yet, with a refreshed design, improved workflows, and some powerful new features that we think you’re going to love!
Our goal wasn’t to reinvent the wheel. We wanted to make the page cleaner, faster to navigate, and more efficient while keeping the functionality you’re already familiar with right where you’d expect it.
Here’s a look at some of what’s new:
- Transaction Email Addresses: Every transaction now has its own unique email address! Send or receive emails directly within a transaction, track unreviewed messages, and easily save incoming email attachments to your transaction folders or placeholders.
- Team Member Mentions: Need to get someone’s attention? You can now @mention team members in notes associated with tasks, attachments, dates, participants, and activities. They’ll receive an email notification linking them directly to the transaction.
- Participant Templates: Stop adding the same participant roles over and over! Create reusable templates with predefined roles and placeholders, or even automatically populate specific contacts such as preferred vendors, title companies, or team members.
- Improved Transaction Copying: Copying a transaction is now MUCH more useful! You can choose to bring over custom fields, attachments, dates, participants, and activities instead of just the basic transaction information.
- Better Attachment Management: We’ve made uploading and organizing files easier than ever. Drag and drop files directly into folders or placeholders, upload multiple files at once, and organize everything with fewer clicks.
- New PDF Organizer & Splitter: This one is pretty cool! Our redesigned PDF tool lets you visually rearrange pages, remove unwanted pages, split documents, rename the resulting files, and assign them directly to folders or placeholders.
- Improved Calendar Invitations: Inviting participants to transaction dates is now easier, with a cleaner interface and better visibility into invitation statuses. See who’s accepted, who’s tentative, and resend or cancel invitations as needed.
- Lots of Smaller Improvements, Too! We’ve also added dynamic transaction summary fields that adjust based on transaction status, live counts on tabs, improved task navigation, easier participant management, and a variety of other refinements throughout the page.
👉 Check out the demo video below for the full walkthrough!
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AFrameSoftware is designed specifically to meet the needs of real estate professionals by combining transaction management and customer relationship management (T/CRM) to help grow your business, stay organized, and impress clients.
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