LetterScript can draft the emails you send on every deal, filled in from the deal record — key dates, the contact sheet, escrow and title details, deposit amounts, outstanding checklist items, and a countdown to the next deadline.
Nothing ever sends on its own. Each draft lands in the deal's Email tab under Drafts ready for review, where you can edit it, add or remove recipients, send it, or discard it.
Automated drafts are part of transaction email, which is included on every workspace — see Email from inside a deal.
The six templates
| Template | When it's drafted |
|---|---|
| Intro / kickoff to all parties | When the deal enters your contract stage (default: Pending) |
| Earnest money deposit reminder | A few days before the deposit is due (default: 2) |
| Wire-fraud / deposit safety warning | A few days before the deposit (default: 3), while there's still time to phone-verify wire instructions |
| Contingency removal reminder | Before each contingency — investigation, loan, appraisal — comes due |
| Closing-week summary | As close of escrow approaches (default: 5 days before) |
| Congratulations / closed | When the deal enters your closed stage (default: Closed) |
Who receives each email
Recipients are chosen by role, matched against the deal's Parties (set them on the deal's Overview tab — a party needs an email address to be included).
Your client is not copied on everything: working-party emails like the contingency reminder default to the agents only, while the kickoff, closing summary, and congrats notes include the Buyer/Seller. Change any template's roles in Automations → Email drafts — what you check there is exactly who gets pre-filled on the draft.
Reviewing a draft
Open the deal's Email tab. Drafts appear in a highlighted strip above the conversations:
- Click a draft to open it.
- Adjust recipients, subject, or body as needed.
- Send — it goes out like any deal email, with replies filing back into the same mailbox. Or Discard — a dismissed draft stays dismissed; it won't be re-created.
A draft you're not ready for can sit as long as you like (Save for later); the deal's row on the global Email page shows a drafts badge so it isn't forgotten.
Turning templates off
Each template has an on/off switch in Automations → Email drafts. Timing (days before) and the trigger stage are configurable per template too.