Your IRD templates are what go out for every refinance outreach you send - manual or automated. There are three templates in the refinance lane: the initial outreach, plus follow-ups at day 7 and day 21.
Where To Edit
- Go to Settings > Templates.
- Select the Refinance tab.
You'll see your initial template plus tabs for the day-7 follow-up and day-21 follow-up.
Initial Vs Follow-Up Templates
- Initial template - sent the moment a candidate is messaged (manual send) or qualifies for auto outreach.
- Day 7 follow-up - sent automatically 7 days after the initial if the client didn't reply. Used by both auto outreach and manual sends when you've toggled follow-ups on.
- Day 21 follow-up - sent 14 days after the day-7 follow-up if there's still no reply. Same logic.
Follow-ups stop the moment a client replies. You don't need to manage that.
Available Merge Variables
Common variables you can drop into the subject and body:
{{client_first_name}}{{client_full_name}}{{current_rate}}{{best_rate}}{{monthly_savings}}{{maturity_date}}{{broker_first_name}}
The editor shows the full list as you type.
Variants
You can save multiple variants of the initial template (for example, one warm/personable variant and one strict/factual variant). Pick which variant to use when you send a manual outreach. Auto outreach uses the variant marked as default.
Previewing Before You Save
Click Preview in the editor to see the rendered email with sample client data filled in. Always preview before saving major changes.
What To Do Next
- Send a test with your new template: Sending A Candidate Report.
- Pair templates with auto outreach: How Refinance Auto Outreach Works.
- Renewal templates work the same way: Editing The Renewal Email Templates.