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Placeholders
Placeholders allow you to insert dynamic information into your letters and other documents that you send through Pebble.
In your property pages, each custom property field is given a placeholder tag to use in documentation later in the sales process.
When you create and generate documents, you can assign a placeholder tag to a certain part of the document and then Pebble will replace the content of the placeholder with the information for that specific property so you don't have to spend hours typing in the information for each individual property.
Understanding Contact Placeholders
One of the uses for the Contact placeholders is to dynamically insert buyer or seller information into your documents. These placeholders automatically adapt based on the context of your document.
Available Contact Placeholders
When creating templates, you can use contact placeholders such as:
- {{contact_name}}
- {{contact_phone}}
- {{contact_address}}
- {{contact_city}}
- {{contact_state}}
- {{contact_zip}}
- And other contact-related fields
How Contact Placeholders Work
The same contact placeholder will pull different information depending on whether you're creating an acquisition document (buying property) or a disposition document (selling property):
For Acquisition Documents (Contract to Buy):
- {{contact_name}} pulls the property owner/seller information
- Your company is listed as the buyer
For Disposition Documents (Contract to Sell):
- {{contact_name}} pulls the buyer information
- Your company is listed as the seller
Example:
When creating a Warranty Deed to sell a property to a buyer:
- Grantor (Seller): Your Company Name
- Grantee (Buyer): {{contact_name}}, {{contact_address}}, {{contact_city}}, {{contact_state}} {{contact_zip}}
The system automatically pulls the correct contact information based on which contact is associated with that specific property record.