/emails/templates) stores your reusable email messages so you can send polished, consistent outreach in seconds instead of writing from scratch every time.
Browsing templates
Templates are organized into categories (you can create your own):- Buyer Follow-Up — Templates for active buyer leads
- Seller Outreach — Listing presentation follow-ups, market updates
- New Lead Welcome — First-touch messages for new inquiries
- Showing Confirmations — Pre-showing and post-showing messages
- Post-Close — Thank-you messages and referral requests
- General — Miscellaneous templates
Creating a template
Click New Template. Fill in:- Name — Internal label (not shown to the recipient)
- Category — Group for organization
- Subject — Email subject line (supports tokens)
- Body — Rich text editor with full formatting support
Personalization tokens
Insert tokens anywhere in the subject or body to auto-fill with real data when the email is sent:| Token | Replaced with |
|---|---|
{{first_name}} | Contact’s first name |
{{last_name}} | Contact’s last name |
{{agent_name}} | Your full name |
{{agent_phone}} | Your phone number |
{{property_address}} | Linked property address |
{{deal_stage}} | Current deal pipeline stage |
{{showing_date}} | Upcoming showing date/time |
{{org_name}} | Your brokerage name |