Answer Center/Setup

Setting Up Auto-fill For Your Contracts and Templates

Elizabeth Cadena May 03, 2011

Overview

Taking a little upfront time to set up your contracts and documents can save you a ton of time at a later date. Go on over to Setup > Document Templates which is where you upload and manage your frequently used contracts.

When generating contracts in FreedomSoft, the application pulls information from your account's data so that you do not have to fill out contracts anymore. Push a button and the contract is filled out for you. To learn how to set up your contracts take a peak at the video on the right.

Frequently Asked Questions

How can I edit a FreedomSoft system templates?

System templates are not editable. In order to do this you must first copy one of our templates in order to create your own. Once you do that you can edit this copy.

 

The Full List of Variables

Your Variables

YourVarialbes.png

Variable Name Syntax Data Source
First Name {!user_first_name} My Account
Last Name {!user_last_name} My Account
Signature {!user_signature} e-Signature
Initials {!user_initials} e-Signature
Email {!user_email} My Account
Address {!user_address} My Account
City {!user_city} My Account
State {!user_state} My Account
Zip {!user_zip} My Account
Phone {!user_phone} My Account
Company Name {!user_company_name} Company Profile
Company Email {!user_company_email} Company Profile
Company Address {!user_company_address} Company Profile
Company City {!user_company_city} Company Profile
Company State {!user_company_state} Company Profile
Company Zip {!user_company_zip} Company Profile
Company Phone {!user_company_phone} Company Profile
Company Fax {!user_company_fax} Company Profile
Current Date {!current_date} This variable will render today's date
 

Video Tutorial

To enlarge this video make sure high definition is on by clicking Screen_shot_2011-05-20_at_10.52.25_AM.png and then click the full screen button Screen_shot_2011-05-20_at_10.52.41_AM.png

Property Variables

PropertyVariables.png

Variable Name Syntax Data Source
Property Owners {!property_owners} Property details of the property you are generating the contract for
1st Owner On Title {!property_owner_on_title[1]} Property details of the property you are generating the contract for
2nd Owner On Title {!property_owner_on_title[2]} Property details of the property you are generating the contract for
Phone {!property_phone} Property details of the property you are generating the contract for
Fax {!property_fax} Property details of the property you are generating the contract for
Email {!property_email} Property details of the property you are generating the contract for
Asking Price {!property_price} Property details of the property you are generating the contract for
Address {!property_address} Property details of the property you are generating the contract for
City {!property_city} Property details of the property you are generating the contract for
State {!property_state} Property details of the property you are generating the contract for
Zip {!property_zip} Property details of the property you are generating the contract for
County {!property_county} Property details of the property you are generating the contract for
Sell By {!property_sell_by} Property details of the property you are generating the contract for
Loan Balance {!property_loan_balance} Property details of the property you are generating the contract for
Property Type {!property_type} Property details of the property you are generating the contract for
Beds {!property_beds} Property details of the property you are generating the contract for
Baths {!property_baths} Property details of the property you are generating the contract for
Garage {!property_garage} Property details of the property you are generating the contract for
Occupancy {!property_occupancy} Property details of the property you are generating the contract for
Living Area {!property_living_area} Property details of the property you are generating the contract for
Lot Size {!property_lot_size} Property details of the property you are generating the contract for
Construction {!property_construction} Property details of the property you are generating the contract for
ARV {!property_arv} Property details of the property you are generating the contract for
Public URL {!property_public_url} Property details of the property you are generating the contract for
Custom Fields N/A Any property Custom Fields will be available

Buyer Variables

BuyerVariable.png

Variable Name Syntax Data Source
First Name {!buyer_first_name} Buyer profile or a prompt for you to select a buyer
Last Name {!buyer_last_name} Buyer profile or a prompt for you to select a buyer
Company {!buyer_company_name} Buyer profile or a prompt for you to select a buyer
Address {!buyer_address} Buyer profile or a prompt for you to select a buyer
City {!buyer_city} Buyer profile or a prompt for you to select a buyer
State {!buyer_state} Buyer profile or a prompt for you to select a buyer
Zip {!buyer_zip} Buyer profile or a prompt for you to select a buyer
Phone {!buyer_phone} Buyer profile or a prompt for you to select a buyer
Fax {!buyer_fax} Buyer profile or a prompt for you to select a buyer
Email {!buyer_email} Buyer profile or a prompt for you to select a buyer
Custom Fields N/A Any buyer Custom Fields will be available

Custom Variables

CustomVariables.png

Custom Variables can be anything you want. This data isn't stored in your Buyer or Seller databases so you will be prompted add this information when generating a contract.

 
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