1. What are Sign Email Templates? What can it do?
Sign Email Templates is a feature within Sign — allows for Principals, agents, admins, and assistant agents to send templated email notifications to vendors, purchasers, and other signatories after signing and exchanging documents.
Such templates include: Thank you emails, contract request emails, offer letters, sales advice, conditional and unconditional exchange letters, and/or anything that may be required of the agent after accomplishing an agency agreement or contract.
Sign Email Templates is an automated system, meaning you can trigger the sending of these templated emails directly from your document in Sign. Details are pre-filled based on the document that you are working in, and all placeholders and automated data points will pre-fill with the correct client details when it's time to send. Just choose your template, review it, add any other points you deem necessary (if any), and send.
Sign Email Templates eliminate the wasted time between email systems, documentation, and other data systems. Everything is centralized and in one place, meaning you and your team can sign agency documentation for property and send out relevant correspondence to parties involved in minutes.
2. Who is eligible for Sign Email Templates?
Sign Email Templates are currently available to all Sign users.
If you don’t currently have a Sign subscription, please speak to your Principal to approve the use of Sign in your agency, and contact sales@realtair.com to speak to one of our Account Directors for setting up. From here, our Support team will set Sign up your account with all the relevant agency documentation, and you will be able to access Sign Email Templates when your Sign setup is complete.
3. How do I edit my email templates?
Once you have activated Sign Email Templates in your account, you will be brought to the Email Template page where you will be able to customize and edit your email templates for regular correspondence.
You will be provided with a list of generic templates that include:
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Thank you emails
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Contract request emails
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Offer letters
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Sales advice
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And conditional and unconditional exchange letters.
To amend these existing templates, simply click the edit button (pencil icon) under “Actions” to make changes. The standard correspondence will appear first, and you will have the ability to edit and change the content, add links, edit the fonts, sizes and format your document with a range of formatting options.
You will also have the ability to drop in data codes into the email by clicking the “Insert Data Codes” button, which will provide a range of options for you such as Vendor Name, Vendor Last Name, Address, and so on.
Finally, click “Submit” to save your changes.
To create more email templates, simply click the “+ Create” button and you will have an empty template to add your own text in with formatting options and data code options so you may edit the template as you like.
Click “Save” to save your changes.
To duplicate an email, simply click the duplicate button (two pages icon), or you can delete an email template by clicking the delete button (the trash can icon). These icons can be found under “Actions”.
Click here to learn how to edit your templates.
4. When an email is sent via Sign Email Templates, what can the agent and receivers expect?
All emails sent from Sign Email Templates will be system generated, and the receiver (primary agent, vendor, purchaser, solicitor) will receive the email from the sender office@realtair.com
Primary and Assistant Agents will be automatically added to replies and cc'd on email communications from Sign Email Templates, to ensure agents can always find a copy for future reference and filing.
5. How much does Sign Email Templates cost?
Sign Email Templates are available to all Sign subscribers as part of their package.
6. Do I need to subscribe to Sign before I can get Sign Email Templates?
You will need to have a Sign account before you can use Sign Email Templates.
To do this, please speak to your Principal to approve the use of Sign in your agency, and contact sales@realtair.com to speak to one of our Account Directors for setting up. From here, our Support team will set Sign up your account with all the relevant agency documentation, and you will be able to upgrade your subscription to Sign Email Templates when your Sign setup is complete.
7. What are the key features of Sign Email Templates? How is it different?
For many agents, contacting key parties such as vendors, purchasers, solicitors, and clients can become labor-intensive and time-consuming — Sign Email Templates is an easy and automated way to send correspondence to these parties and handle communication.
Sign Email Templates allow agents to select from a suite of existing email templates to send directly from a signed agreement or exchanged contract, to reduce time spent drafting new emails and navigating between different systems.
Sign Email Templates allow agents to keep track of the progress of their transactions, all from one platform. As an upgrade to Sign, it pulls data and details from your existing documents to avoid filling in data again and again.
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Save time and ensure consistent communication amongst your agency with a suite of templated emails
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Templates are fully customizable to suit your business needs and reflect your agencies brand
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Stay up to date with the sale process with notifications
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Greater visibility of correspondence with key parties with a live Status Report.
8. Is Sign Email Templates available in Mobile Format?
Sign Email Templates is currently mobile-compatible through a browser on your mobile device.
We are currently working on applying Sign Email Templates to our mobile app, Sign Mobile* — so please let us know if you would like to be notified when this is available.
*(If you’re a Sign user, this application is free and simple to use - we encourage you to download it).
9. What templates are available with Sign Email Templates?
NSW email templates are initially available, i.e.:
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Thank you emails
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Contract request emails
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Offer letters
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Sales advice
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And conditional and unconditional exchange letters.
Users in other regions are able to customize their own letters to suit their state's regulations.