Which Mergefields to Use


How to use: Copy the merge field code (including the << and >>) and paste it into your email template where you want the information to appear. Merge fields may be referred to as field tree as well.


CONTACT MERGE FIELDS

Use these fields for basic contact and agent information in your emails.

Agent Information

  • <<Contact.Owner.FirstName>>
    • Description: The agent's first name

  • <<Contact.Owner.LastName>>
    • Description: The agent's last name

  • <<Contact.Owner.EmailSignature>>
    • Description: The agent's email signature

  • <<Contact.PreferredName>>
    • Description: The agent's preferred name

Recipient Information

  • <<Contact.FullName>>
    • Description: Email recipient's full name

  • <<Contact.FirstName>>
    • Description: Email recipient's first name

  • <<Contact.LastName>>
    • Description: Email recipient's last name

  • <<Contact.Email>>
    • Description: Email recipient's email address

  • <<Contact.Phone>>
    • Description: Email recipient's phone number
  • <<Contact.PreferredName>>
    • Description: Email recipient's preferred name

MORTGAGE MERGE FIELDS

Use these fields when sending mortgage-specific emails. All fields begin with MortgageParticipants.


Contact & Agent Details

  • <<MortgageParticipants.Contact.FirstName>>
    • Description: Email recipient's first name
  • Description: Email recipient's first name

  • <<MortgageParticipants.Contact.PreferredName>>
    • Description: Email recipient's first preferred name

  • <<MortgageParticipants.Contact.Email>>
    • Description: Email recipient's email address

  • <<MortgageParticipants.Contact.Owner.FirstName>>
    • Description: The agent's first name

  • <<MortgageParticipants.Contact.Owner.EmailSignature>>
    • Description: The agent's email signature


Applicant Information

  • <<MortgageParticipants.Mortgage.Applicant.Email>>
    • Description: Primary applicant's email address

  • <<MortgageParticipants.Mortgage.CoApplicant.FirstName>>
    • Description: Co-applicant's first name

  • <<MortgageParticipants.Mortgage.AndCoAppIntro>>
    • Description: Introduction text including co-applicant

Property Details



  • <<MortgageParticipants.Mortgage.Street>>
    • Description: Property street address

  • <<MortgageParticipants.Mortgage.City>>
    • Description: Property city

  • <<MortgageParticipants.Mortgage.Province.Name>>
    • Description: Property province

  • <<MortgageParticipants.Mortgage.PostalCode>>
    • Description: Property postal code

  • <<MortgageParticipants.Mortgage.Unit>>
    • Description: Property Unit number



Mortgage Details


  • <<MortgageParticipants.Mortgage.MortgageLender.Name>>
    • Description: Name of the mortgage lender

  • <<MortgageParticipants.Mortgage.TransactionType.Name>>
    • Description: Type of mortgage transaction

  • <<MortgageParticipants.Mortgage.ClosingDate>>
    • Description: Mortgage closing date

  • <<MortgageParticipants.Mortgage.MortgageProduct.Name>>
  • Description: Name of the mortgage product

  • <<MortgageParticipants.Mortgage.MortgageRate>>
    • Description: Mortgage interest rate

  • <<MortgageParticipants.Mortgage.MortgageTerm>>
    • Description: Mortgage term length

  • <<MortgageParticipants.Mortgage.MortgageAmount>>
    • Description: Total mortgage amount

  • <<MortgageParticipants.Mortgage.DownPayment>>
    • Description: Down payment amount

  • <<MortgageParticipants.Mortgage.MaturityDate>>
    • Description: Maturity Date

REFERRAL MERGE FIELDS

Use these fields when sending emails related to referrals.


Contact-Based Referrals

  • <<Contact.ReferralContact.PreferredName>>
    • Description: Referral contact's preferred name

  • <<Contact.ReferralContact.FirstName>>
    • Description: Referral contact's first name

  • <<Contact.ReferralContact.LastName>>
    • Description: Referral contact's last name

  • <<Contact.ReferralContact.Email>>
    • Description: Referral contact's email address

  • <<Contact.ReferralContact.Phone>>
    • Description: Referral contact's phone number

Mortgage-Based Referrals

NOTE: All Contact referral merge fields are also available for mortgage emails. Replace Contact. with MortgageParticipants. in the field name.


  • <<MortgageParticipants.ReferralContact.PreferredName>>
    • Description: Referral contact's preferred name (mortgage context)

  • <<MortgageParticipants.ReferralContact.FirstName>>
    • Description: Referral contact's first name (mortgage context)

  • <<MortgageParticipants.ReferralContact.LastName>>
    • Description: Referral contact's last name (mortgage context)

  • <<MortgageParticipants.ReferralContact.Email>>
    • Description: Referral contact's email address (mortgage context)

  • <<MortgageParticipants.ReferralContact.Phone>>
    • Description: Referral contact's phone number (mortgage context)

TIPS


  • Always test your email templates with sample data before sending to clients
  • Use <<Contact.FirstName>> for personalized greetings
  • Include <<Contact.Owner.EmailSignature>> at the end of emails for consistent branding
  • For mortgage-specific emails, use MortgageParticipants. fields to ensure accurate information
  • If a merge field is empty, it will appear blank in the sent email

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