Adding Email Templates for your Brokerage - Start here!
Add Template
Navigate to the Email Templates page under your Brokerage Menu
Click the ‘New’ Button
Create Email Template
Name/Subject - Name your Template
Agent Access - Allow your agents to access Email Templates to use
Write Tab - Compose your email. Don’t know where to start? Copy and paste Commonly used Templates into the Write tab of the composer
Additional Sample templates
Preview Tab - Preview your composed email
+Images - Use HTML Code to add Logo or images to your email, Learn more on how to add a logo to your Template.
+Tags - Use tags to pull in deal details in your email, Find all the usable tags in this document or here.
If you want to format the email templates further, you must convert the to a Google Doc - Learn how to convert your Email Template into a Google doc for additional formatting options
Save - Save your changes
Creating Email Templates in a Deal
If you'd like to add templates inside of a deal, use the Share button and write a template. See Adding Emails Templates in a Deal for more details.
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Adding Email Templates in a Deal
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Create and add Reports (Admin Report & CDA) We've created the following preset reports for your convenience. These reports replace the previous Admin Report sections and CDA's. Add Admin Report To add your Admin Report to deals, you first MUST add ...Email template samples
Commission Invoice to Other Brokerage {{current_date}} {{ob_name}} {{ob_address}} {{property_address}} {{seller_first_name}} {{seller_last_name}} TO: {{buyer_first_name}} {{buyer_last_name}} Possession Date: {{closing_date}} Your Agent: ...