How to Create and Manage Note Templates

Brokeredge lets you streamline your note-taking by using pre-defined note templates on both contacts and mortgages. This feature is especially useful if you often add similar information.

Adding a Note Template

1. Navigate to the Notes Section:
   • On the contact or mortgage page, scroll down and switch to the Notes tab.
2. Create a New Note:
   • Click the New Note button.
   • A new note window will pop up.
3. Select or Enter Content:
   • Type your note directly, or use the search function to select an existing note template.
   • The template text will populate the note, which you can edit as needed.
4. Save the Note:
   • Click Save to add the note. The note will appear in your list once the page refreshes.

Managing Note Templates

• To modify or create new note templates, click the Manage Templates button in the Notes section.
• This allows you to edit existing templates or add new ones, ensuring your notes stay consistent and efficient.

You can also easily export or print notes at any time for tracking purposes, by selecting the up/down arrow.