Templates

This section allows you to work with your original standard letter and brochure templates.

This section will open up a grid containing all of your Templates.  From here you are able to edit the original templates and add new ones.  Please ensure that only the trained members of staff are editing templates as it can be very easy to delete original templates if you are unsure what you are doing.

1. Our Letters – This is your own letter pack that you have built up and created.  Expert Agent Default Letters – A set of our master letters which you are welcome to clone and make your own.  Compliant Letters & Agreements – Compliant documents supplied from The Letting Centre.  You will need to sign up to have access to these.
2. Editing Options – Edit, clone or delete any of your standard letter templates.  You can create a new one from here too.
3. Template Name – Displays the template name.
4. Template Type – Allows you to filter by template type to effectively find the template you require.
5. Branch – Choose which branches letters you are seeing. (Only applicable for multiple branches)
6. Share – Tick if you wish to share your letters with your other branches.
7. Format – Select the format you require.  We highly advise using Word templates as opposed to any other format. 
8. Page numbers – Move between pages if needed.
9. New Template - Press the '+' option if you would like to add a new template. The 'X' option closes the screen.

Training on creating and editing your standard letters runs once a month - see the Creating Letter and Brochure Templates catalogue to register for a course.  

Please note that we strongly recommend that you attend this training– Not successfully mastering outputs can be a single point of failure in deploying Expert Agent in your business.

More:

Standard letters using Word