Automated Email Notifications Templates

RealtyBackOffice sends out several automated emails to your Agents, and the Automated Email Notifications Templates are the settings responsible for the look and feel of those emails and what they contain.

To customize these email templates, go to Menu > Settings > Admin App Settings > Company/Office Settings > Automated Email Notification Templates. Once in this setting, you have the option to modify the following email templates:

Welcome Email – This goes out to the Agent when you make them active for the first time. 

Escrow Letter Request Approved Email – This goes out when an Agent orders this request type within a transaction and you approve the letter. 

Commission Request Approved Email – This goes out when an Agent orders this request type within a transaction and you approve the letter. 

Paid at Closing Request Approved Email – This goes out when an Agent orders this request type within a transaction and you approve the letter. 

Commission Demand Approved Email – This goes out when an Agent orders this request type within a transaction and you approve the letter. 

Lead Assigned to Agent EMail – This goes out to the Agent when the Admin assigns a lead to the Agent.

To modify a template:

Click on the three dots to the right of the template then click Edit. When you do, a pop-up will come up with the email template you decided to edit. You can personalize the email by adding shortcodes/merge fields to the email templates (hover over the shortcode tool in the email template editor to insert shortcodes – ). You can also make the email more branded by uploading your company logo. To do this, use the image tool in the email template editor. Note that the email template is customizable and you can rewrite the body of the email if you prefer.

To upload your company logo into the email template, from the RBO Menu > right click on your logo > select Copy Image Address > go back to the email template > put your cursor in the middle of the page by clicking the Center icon from the editor tools > click the Image icon from the editor tools > paste the image address into the URL field > size the logo accordingly > click on Ok. Once you are done editing the template, click on Save at the bottom right corner.

If you have any questions, please feel free to email us at support@realtybackoffice.com or call us at (305) 517-3836.

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