CRM Text Templates


Text message templates save real estate agents time and effort by allowing them to quickly communicate with leads and provide them with property information, follow up on a showing, or share custom resources to promote your website and keep your brand top of mind. Create your own message, or access our custom message library!

Create a Template

  1. Go to Text Templates in the CRM
  2. Click Create New
  3. In the Name field, give your template a name so you can easily find it later
  4. Type your message to the lead in the Message field
  5. Click Save

Access the Template Library

All of our templates (Text, Email, and Live Chat) come with library of pre-written messages that can be used at any time, for free! Lookout for the Library button to access the list of templates.

Using the Library

  1. Go to your Templates page in the CRM
  2. Click the Library button at the top right of the page
  3. Preview the messages, then click Add or Add & Edit
    • Click Add to use the message as-written
    • Click Add & Edit to personalize the message. Include images and videos to prompt even more engagement!

How To Use Text Templates

  1. Open your CRM
  2. Identify your lead, then click Text
  3. Click the Message Templates icon
  4. Click the Name of your message template
  5. Click Send

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