WhatsApp message templates
Write the message once, with fill-in tags, and pick it whenever you send a listing or a collection.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Configuration › Content › Message templates
- Realtor dashboard: Listings › Templates
How to do it
On a listing or a collection, press ⋯ and Send with a template… (in a new collection's panel: Write it with a template…).
Pick a template: Key Deal's (Standard is today's message), your team's or your own. Type the client's name, change anything, then Copy message or WhatsApp.
To write your own: + New template, a name, when it is offered (one listing, several, or both) and the text. Tags like {client first name} and {listings} fill themselves in; the preview shows how it reads.
Owners and admins can tick Share with the whole team. Everyone uses the team's templates; only owners and admins change them.
Or ask Claude
“Send Laya Courtyard to Ahmed with the Haven't heard from you template”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Sharing with clients
- Send a listing to a clientEach client gets their own link, so you see when they open it and they see you as the contact.
- Copy my link, or a ready messageYour own short link to a listing, for anyone: whoever opens it sees you as the contact. Or a ready WhatsApp message with it.
- Send several listings as one link (collections)One page with only the properties you chose, your note on top and you as the contact.
- Send several listings as one link (collections)One page with only the properties you chose, your note on top and you as the contact.
- A PDF or one-page brief of a listingA Key Deal-branded PDF with you as the contact and a QR code to your own link.
- See which projects the team makes offers forEvery PDF, brief, sales offer, comparison and feasibility report, counted by project, by broker and by day.