Message templates and smart fields

Typing the same investor outreach message by hand every day is slow and prone to drift. Templates let you save your best copy once and reuse it - with per-investor details filled in automatically.

Where templates live

Create and manage templates in Settings > Templates. You can also save a new template on the fly from the Inbox composer by clicking Save as template after typing.

Types

• SMS templates. Short, typically under 160 characters per segment.
• Email templates. Can include a subject, body, and formatting.

Smart fields

Smart fields are merge tags that pull from the investor's profile or the listing you're sending. Common ones:

• {{first_name}}
• {{last_name}}
• {{company}}
• {{listing.address}}
• {{listing.price}}
• {{listing.arv}}
• {{my_first_name}}

Insert smart fields using the tag picker in the composer rather than typing them by hand - the picker validates that the field exists and prevents typos.

Example: a deal drop SMS

Hey {{first_name}} - new off-market at {{listing.address}}. Asking {{listing.price}}, ARV {{listing.arv}}. Quick call today?

When sent to three investors, each gets their name, the same property details, and a clean call-to-action.

Tips

• Keep SMS templates short. Investors reply to clear, specific, low-pressure messages.
• Use a template library - one for deal drops, one for follow-ups, one for cold intros - instead of one generic template for everything.
• Test your smart-field coverage. If {{company}} is blank on half your list, your messages will look broken.