Custom email templates

Overview

The Custom Email Template feature allows you to upload your office email templates into the Brokermint email system within a few clicks. Add any number of email templates you are regularly using and automate every step of the real estate transaction process. With an easy-to-use pull-down menu, system admins or agents can choose the correct template, which instantly populates an email with critical transaction information.

 

Many Brokermint users love this feature because it is:

  • Compliant: Easy to comply with your office procedures and state regulations
  • Accurate: Reduce human error and headaches
  • Automated: No more cut and paste, or manually typing emails
  • Consistent: No more surprises
  • Efficient: Your agents will accomplish tasks quicker

 

How do I create a custom email template?

Go to Fields > Email templates and click the Add template button. Then, enter the template Name, letter Subject, and Body text.

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Once created, the template can be used for sending emails.

Use the shortcodes listed below to pull dynamic data into your email templates.

General Shortcodes

$(today) - today's date in format May 23, 2018

Transaction Field Shortcodes

$(full_address) - full property address
$(custom_id) - transaction ID
$(price) - transaction price
$(closing_date) - projected closing date of the transaction
$(transaction_type) - type of the transaction
$(representing) - buyer, seller or both
$(created_at) - the date when transaction was created in Brokermint
$(acceptance_date) - acceptance date of the transaction
$(status) - transaction status
$(custom_field:Field Name) - any custom field of the transaction

Contact Shortcodes

$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:name)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:company)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:email)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:address)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:city)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:state)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:zip)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:phone)

* {{CONTACT ROLE}} - role of the contact within current transaction,
case insensitive

* {{CONTACT NUMBER}} - sequential number of the contact with the same
role (top to bottom)

* there is a special role "coop_side" available if company represents
only one side

ex: $(contact:buyer:1:name)

Commission Shortcodes

$(tgc) - total gross commission

$(shared_income:{{NAME}}) - sum of all shared income items with
specific name paid to the office

$(unshared_income:{{NAME}}) - sum of all unshared income items with
specific name paid to the office

$(award_distribution:office) - award distribution to the company
$(award_distribution:coop_side) - award distribution to the coop side
$(award_distribution:listing) - award distribution to the listing side
$(award_distribution:buying) - award distribution to the buying side
$(GROSS_INCOME) - company gross income
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