Change the wording of Closima's emails

Every drafted email uses a template you can rewrite in your own words.

Open Settings → Email templates and click Edit next to any email. Templates you've changed show Your wording. Use Closima's wording puts the original back.

You can also edit a draft on Today and click Save wording for next time.

Fill-ins

Words in curly brackets are replaced with the transaction's details when the email is drafted. Click a fill-in to insert it.

  • {agent_first}, {agent}, {escrow_first}
  • {street}, {address}
  • {buyers}, {sellers}, {clients} (the word "buyers" or "sellers")
  • {price}, {emd}, {emd_due}, {financing}, {escrow_number}
  • {coe} (closing date), {dd_end}, {walkthrough}, {key_dates} (every upcoming deadline as a list)
  • {tc_name}, {signature}

Deadline heads-ups also have {deadline} and {deadline_date}. The January settlement statement email has {recipient_first}, {closed_on} and {closing_year}.

Still stuck?