A template is a structured file you can copy and use repeatedly. BrokerEngine uses templates to preload information and formatting. This allows you to:
Automate steps at specific points in a deal process.
Reuse standard text instead of typing it out every time.
Include variables to add personalised elements like names and deal details.
Ensure consistency across brokers and teams to maintain brand messaging.
Contents
Prerequisites
None.
Video walkthrough
Learn how to use templates.
Note templates
Use note templates to add a note to a dashboard card. Using a note template can speed up activities like completing or assigning a task.
Task templates
Use task templates to:
Add a manual task step to a workflow. This workflow step creates a task for someone in the broker group to complete manually.
Create a task from a contact record or dashboard card.
Email templates
You can use email templates to:
Add a Send Email step to a workflow. This workflow step uses a template to construct an email message and send it to a static email address or a person with a specific role on a card (e.g. the broker, applicants, or accountant).
Send an email to a person from their contact record or a card. Using a template speeds up the process by providing a pre-written message and settings.
Workflow templates
Create workflow templates to show BrokerEngine the automated processes you want to run if specific things happen.
SMS templates
Use SMS templates to:
Add a Send SMS step to a workflow. This workflow step uses an SMS template to construct an SMS message and send it to a static number or a person with a specific role on a card (e.g. the broker, applicants, or accountant).
Send an SMS message to a person from their contact record or a card. Using SMS templates speeds up the process by providing a pre-written message and settings.
Proposal templates
Create templates that your broker group can use to write proposals for your clients.
FactFind templates
Set up templates your broker group can use to create FactFind documents for your clients to fill in and send back.
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