Report and Email tags - quick reference

Report and Email tags - quick reference

Below are the following tags that can be used with in any reports or email templates:

ADMIN REPORT TAGS

Deal Details

Deal #


{{deal_number}}

MLS #

{{mls_number}}

Sellers

{{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} {{seller_1_email}} {{seller_1_phone_number}}

{{seller_2_name}} {{seller_2_organization_name}} {{seller_2_single_line_address}} {{seller_2_email}} {{seller_2_phone_number}}

{{seller_3_name}} {{seller_3_organization_name}} {{seller_3_single_line_address}} {{seller_3_email}} {{seller_3_phone_number}}

{{seller_4_name}} {{seller_4_organization_name}} {{seller_4_single_line_address}} {{seller_4_email}} {{seller_4_phone_number}}

{{seller_5_name}} {{seller_5_organization_name}} {{seller_5_single_line_address}} {{seller_5_email}} {{seller_5_phone_number}}

Buyers

{{buyer_1_name}} {{buyer_1_organization_name}} {{buyer_1_single_line_address}} {{buyer_1_email}} {{buyer_1_phone_number}}

{{buyer_2_name}} {{buyer_2_organization_name}} {{buyer_2_single_line_address}} {{buyer_2_email}} {{buyer_2_phone_number}}

{{buyer_3_name}} {{buyer_3_organization_name}} {{buyer_3_single_line_address}} {{buyer_3_email}} {{buyer_3_phone_number}}

{{buyer_4_name}} {{buyer_4_organization_name}} {{buyer_4_single_line_address}} {{buyer_4_email}} {{buyer_4_phone_number}}

{{buyer_5_name}} {{buyer_5_organization_name}} {{buyer_5_single_line_address}} {{buyer_5_email}} {{buyer_5_phone_number}}

Listing Brokerage

{{listing_brokerage_name}} - {{listing_office_name}}

{{listing_office_address_single_line}}

{{listing_brokerage_tax_number}}

Listing Brokerage (agents)

{{listing_brokerage_double_end_agent_1_name}}

{{listing_brokerage_double_end_agent_2_name}}

{{listing_brokerage_double_end_agent_3_name}}

{{listing_brokerage_double_end_agent_4_name}}

{{listing_brokerage_double_end_agent_5_name}}

Buyer Brokerage

{{buyers_brokerage_name}} {{buyers_office_name}}

{{buyers_office_address_single_line}}

{{buyers_brokerage_tax_number}}

Buyer Brokerage (agents)

{{buyer_brokerage_double_end_agent_1_name}}

{{buyer_brokerage_double_end_agent_2_name}}

{{buyer_brokerage_double_end_agent_3_name}}

{{buyer_brokerage_double_end_agent_4_name}}

{{buyer_brokerage_double_end_agent_5_name}}

Referrals

{{referral_1_name}} {{referral_1_organization_name}} {{referral_1_email}} {{referral_1_phone_number}} {{referral_1_cell_number}} {{referral_1_fax_number}} {{referral_1_single_line_address}}

{{referral_2_name}} {{referral_2_organization_name}} {{referral_2_email}} {{referral_2_phone_number}} {{referral_2_cell_number}} {{referral_2_fax_number}} {{referral_2_single_line_address}}

{{referral_3_name}} {{referral_3_organization_name}} {{referral_3_email}} {{referral_3_phone_number}} {{referral_3_cell_number}} {{referral_3_fax_number}} {{referral_3_single_line_address}}

{{referral_4_name}} {{referral_4_organization_name}} {{referral_4_email}} {{referral_4_phone_number}} {{referral_4_cell_number}} {{referral_4_fax_number}} {{referral_4_single_line_address}}

{{referral_5_name}} {{referral_5_organization_name}} {{referral_5_email}} {{referral_5_phone_number}} {{referral_5_cell_number}} {{referral_5_fax_number}} {{referral_5_single_line_address}}

Listing's Lawyer

{{deal_financials_listing_lawyer_name}} {{deal_financials_listing_lawyer_organization_name}} {{deal_financials_listing_lawyer_email}} {{deal_financials_listing_lawyer_phone_number}} {{deal_financials_listing_lawyer_cell_number}} {{deal_financials_listing_lawyer_fax_number}} {{deal_financials_listing_lawyer_single_line_address}}

Buyer's Lawyer

{{deal_financials_buyer_lawyer_name}} {{deal_financials_buyer_lawyer_organization_name}}

{{deal_financials_buyer_lawyer_email}}

{{deal_financials_buyer_lawyer_phone_number}} {{deal_financials_buyer_lawyer_cell_number}}

{{deal_financials_buyer_lawyer_fax_number}} {{deal_financials_buyer_lawyer_single_line_address}}

Adjustment Date

{{adjustment_date}}

Possession Date

{{possession_date}}

Close Date

{{closing_date}}

Lot

{{lot}}

Block

{{block}}

Plan

{{plan}}

Property Address

{{property_address}}

Sale Price

{{sell_price}}

Deposit Held By

{{deposit_holder}}

Commission Details

Commissions Net

{{net_commissions}}

Commissions Tax

{{total_commissions_tax}}

Total Commissions

{{total_commissions}}

Sell Brokerage Commission Net

{{net_sell_commissions}}

Tax

{{sell_commissions_tax}}

Total

{{gross_sell_commissions}}

List Brokerage Commission Net

{{net_list_commissions}}

Tax

{{list_commissions_tax}}

Total

{{gross_list_commissions}}

Financial Details

Funds Held By

{{trust_balance_or_expected_trust_deposit}}

Deposit Holder

{{deposit_holder}}

Total Internal Commission

{{internal_commission_total}}

Other Income

{{other_incomes_total}}

Total External Commissions

{{outside_brokerage_payout_total}}

Total Deposits

{{deposited_amount}}

Total Trust Releases

{{released_total}}

Excess Balance Payable

{{excess_to_release}}

Balance of Funds to be Received

{{balance_to_receive}}


CDA

Please note that the following tags with asterisks (*) also denote the pay order of the deal. 
Example: if you pay the Outside Brokerage first, then that's the amount that will display in the tag {{payout_1_amount}}, etc

CDA Recipient Org

{{cda_recipient_organization_name}}

CDA Recipient

{{cda_recipient_name}}

GF/Escrow#

{{deal_escrow_number}}

CDA Recipient Phone

{{cda_recipient_phone_number}}

CDA Recipient Email

{{cda_recipient_email}}

CDA Recipient Fax

{{cda_recipient_fax_number}}

Deal Side

{{owning_side}}

Buyer's Name array

{{buyer_full_names}}

Seller's Name array

*Brokerage Agent Payout 1
Brokerage Agent Payout 1 Address
Brokerage Agent Payout 1 Amount
*Brokerage Agent Payout 2
Brokerage Agent Payout 2 Address
Brokerage Agent Payout 2 Amount
*Brokerage Agent Payout 3
Brokerage Agent Payout 3 Address
Brokerage Agent Payout 3 Amount
*Brokerage Agent Payout 4
Brokerage Agent Payout 4 Address
Brokerage Agent Payout 4 Amount
*Brokerage Agent Payout 5
Brokerage Agent Payout 5 Address
Brokerage Agent Payout 5 Amount
Non-Brokerage Agent Payout 1
Non-Brokerage Agent Payout 1 Address
Non-Brokerage Agent Payout 1 Amount
Non-Brokerage Agent Payout 2 Non-Brokerage Agent Payout 2 Address Non-Brokerage Agent Payout 2 Amount
Non-Brokerage Agent Payout 3 Non-Brokerage Agent Payout 3 Address Non-Brokerage Agent Payout 3 Amount
Non-Brokerage Agent Payout 4 Non-Brokerage Agent Payout 4 Address Non-Brokerage Agent Payout 4 Amount
Non-Brokerage Agent Payout 5 Non-Brokerage Agent Payout 5 Address Non-Brokerage Agent Payout 5 Amount
Brokerage Income Payout
Total Payouts






{{seller_full_names}}

{{payout_1_payee_name}}
{{payout_1_address}}
{{payout_1_amount}}
{{payout_2_payee_name}}
{{payout_2_address}}
{{payout_2_amount}}
{{payout_3_payee_name}}
{{payout_3_address}}
{{payout_3_amount}}
{{payout_4_payee_name}}
{{payout_4_address}}
{{payout_4_amount}}
{{payout_5_payee_name}}
{{payout_5_address}}
{{payout_5_amount}}
{{at_the_table_1_payable_payee_name}}
{{at_the_table_1_address}}
{{at_the_table_2_gross_total_in_currency}}
{{at_the_table_1_payable_payee_name}}
{{at_the_table_2_address}}
{{at_the_table_2_gross_total_in_currency}}
{{at_the_table_3_payable_payee_name}}
{{at_the_table_3_address}}
{{at_the_table_3_gross_total_in_currency}}
{{at_the_table_4_payable_payee_name}}
{{at_the_table_4_address}}
{{at_the_table_4_gross_total_in_currency}}
{{at_the_table_5_payable_payee_name}}
{{at_the_table_5_address}}
{{at_the_table_5_gross_total_in_currency}}
{{brokerage_deductions}}
{{total_payouts}}








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