Understand default signature used when sending contracts

Summary

Learn how the default signature is generated when sending contracts from the Agent App and where each piece of information is pulled from in the CRM.

This article covers:

• About Contract default signature
• Consultant position shown in the signature 
• Contact details used in the signature
• Company information used in the signature

About Contract default signature

Contract emails sent from the Agent App are system‑generated. The content is built dynamically using data stored in the CRM rather than a traditional template.

Because of this, changes to the signature are made by updating CRM settings, not by editing an email template.

Consultant position shown in the signature

The consultant position displayed in the signature depends on staff and listing information.

• If Staff details > Position is blank, the title Sales Consultant is shown

This applies only when the staff member is assigned as a listing consultant and/or advertising consultant on the listing.

• If text is entered in Staff details > Position, that text is displayed instead of Sales Consultant

Contact details used in the signature

The following contact details are pulled directly from Staff details:

• Phone number
• Email address

Keeping staff profiles up to date ensures contract emails display the correct information.

Company information used in the signature

Company details are sourced from office‑level settings:

• Company name is pulled from Office settings > Advertisement > Company name
• Company address is pulled from Office settings > General