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Article ID:                  4264

Subject:                    RE/MAX FRAMES Export Instructions

Last Modified:         May 15, 2013

Applies to:                Pro Gold i2 3.xx

Purpose:  The information entered in Pro Gold i2 can be transmitted to the Franchise Regional and Administrative Management Export System (FRAMES) for RE/MAX regional offices.  Pro Gold i2 will generate a text file that can be uploaded to FRAMES.

Procedure:  Listed below are the procedures for establishing and performing the RE/MAX FRAMES Export in

           Pro Gold i2:

•         Step 1:  Setup Report:

-     Assign Brand Code and RE/MAX Region #

•    At main screen select the Settings and Utilities icon

•    Click on the Company Defaults Icon

•    At the Company Tab

•    Select the dropdown box in the Brand Code field in lower left and select the RE/MAX option

•    Enter Region Code in Region field in lower right of screen

-     Assign Re/Max Office # to each office via the Office Setup record in main Transactions icon

•    At main screen, select the Transactions icon

•    Select Agents and Offices icon

•    Select Offices icon

•    Retrieve your office record(s)

•    Enter RE/MAX Office # in the Office No. field

-     Assign RE/MAX Referral # to and verify each agent record

•    At main screen, select the Transactions icon

•    Select Agents and Offices icon

•    Select Agent Information icon and retrieve the agent record

•    Select the Commission Tab and enter referral # in the Agent Ref No. field

•    Select the General Tab and verify/correct name use Save A/R A/P button to update

•    Agent must be “active” to appear on the report (Can de-activate once report is generated)

•    The agent must also have a closed transaction within the Commission Period date range in order

     to appear on the report (Same criteria as the Agent Level Report)

•         Step 2:  Perform Export:

-     At main screen, select the Franchise Interfaces icon

-     Select the Submit to RE/MAX Icon

-     Select Yes to the are you sure prompt

-     Missing data for required for Frames Export prompt may appear (Only when errors are detected)

•    If so, Click the Ok button

•    Print report and work all errors noted

•    Rerun the report

-     At Frames Export screen, select office, applicable month and year for the report

-     Click Create File button:

•   Screen will open MS Word and suggest filename of the current date of the PC

•   Ex:  02_07_2005_FRAMES.TXT

•   Click Save to accept name or can modify name if desired and then click Save

-     System will the save the report on the C:\ Drive and display location

-     Click OK and report will display in preview screen for local printing/verification

•         File is ready to export to region

•         Report submits all Closed transactions for the date range specified except as noted below:

-     Referral box near Property Type field in Properties Tab

•          If checked, Volume and Units of this property are “not” included in the Frames Export file

•          To be used when transaction is a referral commission only

- - - - - - - - - - - - - - - - - - - - -  - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

-     Property Type:

•          Other:

-     Transaction is “not” included in the Frames Export file

-     Transaction is included in Agent Commission Level

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

•          Exempt:

-          Transaction is “not” included in the Frames Export file

-          Transaction is “not” included in Agent Commission Level

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

•          Commercial/Vacant Land/Rental types will be reported as Commercial on the report

-          Used for Profit and Nonprofit Business Purposes

-          Income Producing for the Owner

-          Any form of Lease either Commercial or Residential

-          Commercial property includes:

♦         Unimproved raw land

♦         Undeveloped / Developed / Improved Residential Lot(s)

♦         Agriculture properties

♦         Triplexes and Above / Residential Structures

♦         Any property that cannot meet the definition of Residential properties

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

•          Residential/New Construction/Multi Family types will be reported as Residential on the report

-          Used for Human Occupation

-          Defined as a residence for Tax, License Education Qualified Purposes

-          Owner Occupied includes:

♦         New single family homes

♦         Existing Single-family homes

♦         Co-ops

♦         Condominiums

♦         Duplexes

♦         Modular Homes

♦         Mobile Homes

•         Please contact customer service at 1-888-500-9315 for additional help.

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

Related articles:  N/A

Keywords:   Export, FRAMES, Instructions, RE/MAX, 4265