Creating, Using, and Managing Templates

Templates are a great way to save time. You can use them for any aspect of your business, from recruiting to onboarding to staying organized. BrokerKit supports five template types:

• Email Templates — save subject lines, body text, and attachments
• Text/SMS Templates — save message body and media (MMS)
• Appointment Templates — save subject, body, duration, time, timezone, and location
• Task Templates — save name, description, category, priority, assignee, and status
• Note Templates — save note body text

Templates are available wherever you compose emails, texts, appointments, tasks, or notes throughout BrokerKit — including the Lead Drawer, Bulk Actions, Campaigns, Quick Actions, and Appointment Forms.

Creating a Template

The process for creating a template is the same across all five types:

1. Open the form you want to create a template for (email, text, appointment, task, or note).
2. Fill in the fields as you would normally, but avoid using specific names, dates, or other information that changes between uses. Instead, use the Variables drop-down menu to dynamically insert the lead's name, their company, or the person that referred them. Using variables ensures the template works with any lead.
3. Click Select a Template, then choose Create New Template.
4. Give your template a descriptive name and click Save.

That's it — you've saved your first template!

Email Template Example

From the Recruiting or Retention screen, select an agent to open their profile. Along the top action bar, click Email. Compose your message using variables, then save it as a template.

Text Template Example

Select an agent from the Recruiting or Retention screen to open their profile. Along the top action bar, click Text. Compose your message using variables, then save it as a template.

Using a Template

Once you've saved a template, you can apply it any time:

1. Open the relevant form (email, text, appointment, task, or note).
2. Click Select a Template.
3. Choose the template you want from the list — your form fields will be filled in automatically.
4. Make any changes you need before sending or saving.

Managing Templates

After selecting a template, you can manage it from the Options menu:

• Save Changes — update the template with any edits you've made
• Delete — remove the template entirely

Sharing Templates with Your Team

Admins can share templates with the entire team so everyone benefits from proven messaging and workflows.

How to Share a Template

When creating or editing a template, admins will see a "Share with team" checkbox. Check this box and save the template to make it visible to all team members.

How Shared Templates Work

• Shared templates appear in every team member's template picker, labeled with the creator's name — for example, "Follow-Up Email (Shared - J. Smith)".
• Team members can view and apply shared templates but cannot edit the original.
• To customize a shared template, any team member can use "Copy to My Templates" to create a personal, editable copy.
• Only the admin who shared the template (or another admin) can edit or delete it.

Template Fields by Type

Each template type saves different fields so your form is pre-filled with the right information:

All template types also store a title and owner information.

Where Templates Are Available

Templates are accessible wherever you compose content in BrokerKit:

Tips

• Use Variables in your templates to keep them flexible and reusable across different leads.
• Admins: share your best-performing templates so the whole team can use them.
• Team members: use "Copy to My Templates" to personalize shared templates without affecting the original.

Adding CC and BCC to email templates is not supported yet, but please visit this link and vote on the idea to receive a notice when the feature is deployed.