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Email Templates

Email templates let you create reusable email content with smart fields that auto-fill with transaction data. Instead of typing the same emails for every deal, write it once and reuse it.

Using a template​

When composing an email in a transaction:

  1. Click the Template button in the compose window
  2. Browse or search for the template you want
  3. Select it — the subject and body auto-fill with the template content
  4. Smart fields (like buyer name, property address, closing date) are replaced with actual transaction data
  5. Review and edit if needed, then send

Creating a template​

  1. Go to Templates in the sidebar
  2. Navigate to Email Templates
  3. Click New Template
  4. Write your email content using smart fields for dynamic data
  5. Save the template

Smart fields​

Smart fields are placeholders that get replaced with real data when the template is used. Common examples:

  • {BuyerName} — Buyer's full name
  • {SellerName} — Seller's full name
  • {PropertyAddress} — The property address
  • {ClosingDate} — The closing date
  • {AgentName} — The agent's name

Tips​

  • Create templates for common emails: introduction to title company, inspection scheduling, closing reminders, status updates
  • Link email templates to tasks for automated sending
  • Templates can include attachments and formatting