New Articles

  1. Full Autofill Tag Reference

    Created On: 09/17/2025 in More Guides Topics Messaging Autofill Tags
    Autofill Tags for Hard-coded Transaction Fields These tags are available directly from the Autofill Tag menu. Use them to automatically insert transaction details such as dates, prices, and parties into your messages or templates. ...

  2. Send Emails

    Created On: 09/17/2025 in More Guides Topics Messaging Adding Notes
    Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and transaction messages. Who Can Do This : Anyone  can view the library. Some t...

  3. Delete a Note

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...

  4. Reply to a Note

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...

  5. Add a Note

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection. Who Can Do This : Anyone  can view the libra...

  6. View Notes

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    View notes for past communication tied to a transaction in one place. Who Can Do This : Admins  can view all notes on a transaction. Agents added to a transaction can view all notes except those marked Private. Private notes are ...

  7. How It Works: Transaction Notes

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Notes live directly on a transaction and are visible to everyone with access, unless marked private. Each note shows who created it and when, keeping a clear record of communication.

  8. Introduction: Transaction Notes

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Transaction notes keep all communication tied to a deal in one place. Use notes to document internal updates, log phone calls, or share information with teammates. Notes are stored in the  Notes & Sent Emails  section at the bottom of each transac...

  9. Overview: Transaction Notes

    Created On: 09/15/2025 in More Guides Topics Messaging Adding Notes
    Record and track important communication directly on a transaction. Use notes to capture updates, reminders, and conversations so everyone involved stays informed.

  10. Adding Notes

    Created On: 09/15/2025 in More Guides Topics Messaging