Your outreach, without the retyping.
Save the messages you send on every deal and reuse them - outreach, status updates, and document requests go out in your voice without being retyped for the hundredth time.
On the Standard plan.
Templates that sound like you.
Deal details fill in automatically, and templates are shared across the team for one consistent voice.
Reusable templates
Save outreach, status updates, and document requests once and reuse them on every deal.
Details fill in automatically
Deal details drop into the message for you - no copy-paste.
One voice across the team
Shared templates keep everyone on-brand and consistent.
Custom Email Templates questions
Anything you send repeatedly - lender outreach, status updates, and document requests - saved once and reused on every deal.
Yes. The relevant deal details drop into the template so you are not retyping them each time.
Yes. Templates are shared across the account, so everyone sends the same on-brand messages.
Yes. Save separate templates for outreach, status updates, and document requests, and reuse the right one on each deal.
Custom Email Templates are included on the Standard plan.
Send it in your voice, every time
Reuse the messages you send on every deal - with the details already filled in.
I am aBasic plan, $0. No credit card, no commissions.