Adding Email Templates in a Deal
For emails you send frequently, E.g. Cash Disbursement or communicating Excess Funds, you can add an Email Template for ease of Use.
To do this on the fly in a deal:
Click the Share button.
Compose your email in the Write tab in the Message Section (use tags for field merging)
To preview the value click on the Preview tab.
To save this email as a template, fill in Enter a name for the new email template and click Save.
​See Adding Emails Templates for your Brokerage for more details to add via the Email templates under your Brokerage Settings menu and Add a logo to your template to add a logo.Related Articles
Adding a Logo to your Email Template
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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 ...