The Message Template Library gives your office instant access to prebuilt message templates for client communication, agent updates, task reminders, and more. It makes it easier for agents and admins to create fast, consistent messages that keep deals moving.
Paperless Pipeline's Message Template Library helps you create reusable Message Templates in just a few clicks. Instead of starting from scratch, you can browse, copy, and customize prebuilt templates designed for every stage of your workflow, including client communication, agent updates, task reminders, and more.
These ready-to-use message templates save time, provide consistency, and give you a reliable starting point that fits smoothly into your existing process.
Once you copy a template, it becomes part of your personal collection of reusable message templates. You can edit the content to match your voice, schedule it to send automatically, and if you’re an admin, share it with your team to maintain clear and professional communication.
The Library as Your Starting Point
The Message Template Library is your central source for prebuilt message templates. It’s where you can explore ready-made options and quickly copy them as a foundation for your own communication.
Your Personal Collection
Once copied, a template is added to your personal collection of reusable message templates, where you can edit, customize, and use it like any other message template.
Shared Collection on Transactions
On transactions, you’ll see both your own message templates and those shared with you by admins. This combined collection ensures both agents and admins have quick access to professional, consistent messaging when sending or scheduling transaction communication.
Explore the Message Template Library to access a wide range of prebuilt message templates for client communication, agent updates, task reminders, and more.
Who Can Do This: Anyone can view the Message Template Library. Some templates are only visible to admins.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Explore the full collection of ready-to-use message templates.
- Explore the full collection of ready-to-use message templates.
Preview the full content of any prebuilt message template before deciding to copy it into your collection of reusable message templates.
Who Can Do This: Anyone can view the Message Template Library. Some templates are only visible to admins.
To view a prebuilt message template:
- Choose a Template to View
- Browse the Message Template Library to find the template you want to preview.
- View the Template
- Click the template name. A preview window will display the complete message.
- Click the template name. A preview window will display the complete message.
When you find a prebuilt template you like, copy it to your collection. Once copied, you can customize and use it like any other message template.
Who Can Do This: Anyone can copy templates from the Message Template Library. Some templates are only visible to admins.
To copy a prebuilt message template:
- Choose the Template to Copy
- Browse the Message Template Library to find the template you want to copy.
- Copy to Your Library
- Click the gear icon next to the template, then [Copy to My Templates]. The template will be added to your personal collection of reusable message templates.
- Click the gear icon next to the template, then [Copy to My Templates]. The template will be added to your personal collection of reusable message templates.
Your Message Templates help you save time by allowing you to send frequently used messages in just a few clicks, or save even more time by scheduling them. Pair them with Autofill Tags to let Pipeline automatically insert transaction-specific information and do the typing for you.
Learn how to Manage Your Message Templates
