Record and track important communication directly on a transaction. Use notes to capture updates, reminders, and conversations so everyone involved stays informed.
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 transaction for quick reference.
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.
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 visible only to the agent who wrote them and to admins
To view a transaction's notes:
- Go to the Transaction
- Open the transaction where you need to take action.
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
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 library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
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 library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
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 library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
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 templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Explore the full collection of ready-to-use message templates.
- Explore the full collection of ready-to-use message templates.