Communication
Messages and tasks you repeat often. Write them once, file them in folders and pick them when emailing a contact or creating a task. Merge fields fill in the contact’s details when the template is used.
Rich or plain
Email templates can be plain text or rich format with headings, lists, links and formatting. Type @ or click a field to insert a contact detail. Choose the sending mailbox or leave it to the sender’s default.
Task templates
Define a task once: name, type, priority, who it goes to (whoever uses it, a role or a specific member), when it is due and a checklist. Start a new task from the template and everything is filled in.
How it works
Buyer nurture, seller follow ups, transactions, whatever fits your week.
Email, text or task. Personal or agency-wide.
From a contact, the inbox composer or the New task dialog.
Edit once; every future use picks up the change.
Questions
Owners and admins. Anyone can create personal templates and duplicate agency ones.
You can write them now. They are used once agency texting is enabled.
Email templates up to 20,000 characters; text templates up to 1,600, with the number of text segments shown as you type.
Made by realtors for realtors
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