The Custom Email Template feature allows you to upload your office email templates into the Brokermint email system within minutes! With this important new functionality, you can add any number of email templates that are used in your business – covering 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.
BENEFITS:
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→ Increase Compliance: Easy to comply with your office procedures and state regulations;
→ Guarantee Accuracy: Reduce human error and headaches;
→ Improve Efficiency: No more cut and paste, or typing emails;
→ Ensure Consistency: No more surprises;
→ Increase Productivity: Your agents will accomplish tasks quicker;
To be able to use the listed below short codes please navigate to the Fields tab, select Email templates and click Add template button.
Add required short codes to the template.
Once a template is created it can be used for sending emails. It will automatically generate the information according to the short codes used.
GENERAL SHORT CODES:
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$(today) - today's date in format May 23, 2018
TRANSACTION FIELD SHORT CODES:
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$(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
$(custom_field:Field Name) - any custom field of the transaction
CONTACT SHORT CODES:
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$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:name)
$(contact:{{CONTACT ROLE}}:{{CONTACT NUMBER}}:company)
$(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: $(contact:buyer:1:name)
COMMISSION SHORT CODES:
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$(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