Apply Library Template on the Agent App

Summary

Learn how to use library email templates when sending emails from the Agent App for faster, consistent communication.

This article covers:

• Overview
• Apply a library template

Overview

You can send professional, consistent emails using pre-created templates directly from the agent app. This feature mirrors the functionality available in the web application and helps save time while maintaining quality communication.

Apply a library template

You can send emails from multiple areas of the app, including Contact and Buyer records.

To send an email using a libary template:

• Go to: Contacts or Buyer records
• Select the contact or buyer profile
• Tap the Email icon
• Tap Send Email

When the Send Email modal opens, you’ll see a new toggle labeled Use Library Template.

• Toggle Use Library Template ON

A search field appears, allowing you to find templates stored in your system library.

• Tap Search email template

• Browse or search for your desired template from the list

• Select a Template to apply to your email

• Select relevant relationships using the dropdown
• Tick Generate separate email for each client if you want one email sent to each client individually
• Select a Listing to associate the email with a property or listing
• Review the prefilled Subject line (e.g., Selling Tools – Post)
• Review the rendered template in the body of your email

• Tap into the email body to make any manual edits if needed
• Click the Preview icon to see the final formatted version before sending

Once you are satisfied with the content and formatting:

• Tap Send to dispatch the message

The email will be sent using the same rendering and dynamic field logic as in the web version.