Use this article, as a broker or MLS staff member, to create brokerage email templates for your agents, add dynamic text such as the agent's name, and edit or delete templates. Agents cannot open My brokerage.
Create a brokerage email template
Create brokerage email templates on the Communication Templates page in My brokerage. Each template belongs to one of three types:
Send to Listing Agent: For emails agents send to a listing agent to schedule a showing or tour, or to ask questions.
Share with Contact: For emails agents send when they share listings with a client from their contacts.
Reports: For emails agents send with CMAs (comparative market analyses) and other reports. Only one template can be in use at a time for each report type.
Steps:
Hover over your profile icon in the upper right
Click My brokerage
Click Email copy templates in the left panel
Click Add New under Send to Listing Agent, Share with Contact, or Reports
Enter a name in the Template name field
Enter a subject in the Subject line field
Enter the message in the Body content field
Click Save
An Updated Successfully message appears, and the template is listed under its type. Perchwell adds [Brokerage Copy] to the start of each brokerage template's name.
Add dynamic text to a brokerage email template
Add dynamic text to a brokerage email template to fill in details, such as the agent's name, when an agent sends the email. Click in the Subject line or Body content field where the text should go. Then click Insert Dynamic Text in the Create Template or Edit Template window and select one of these options:
Your first name: Adds {Your first name}.
Your last name: Adds {Your last name}.
Your full name: Adds {Your full name}.
Your email: Adds {Your email}.
listing: Adds {listing}, a link to the listing.
To add dynamic text without the list, type the option in curly brackets, such as {Your full name}, in the Subject line or Body content field. Only the options in the Insert Dynamic Text list work.
Edit or delete a brokerage email template
Change or remove a brokerage email template from the Communication Templates page in My brokerage. Below each template, click one of these options:
Edit: Opens the Edit Template window with the template's name, subject line, and message. Make your changes, then click Save. Agents keep the version already in their Settings. To change the wording agents get, delete the template and create a new one.
Delete: Opens a confirmation window. Deleting a brokerage template also removes it from every agent's Settings.
Find Brokerage email templates and signatures in Communication Templates
Agents find brokerage email templates in their Settings, under Communication templates, and cannot edit them. The Default toggle next to each brokerage template is off until the agent turns it on. With Default on, the template fills in automatically for that type of email.
Perchwell adds each agent's signature from their Settings to emails sent with a brokerage email template. Create Communication Templates explains how agents set up their own templates and signature.