Learn how to use cloud and Word templates to create letters for contacts and properties.

This article covers:

Understand context options

Depending on whether you're on a contact or property card, MRI Vault lets you choose how merge fields behave.

Contact Card - If a property is linked to the contact, you can set the context to include property details in the letter
Property Card - Choose who the letter is addressed to, such as Vendor, Purchaser, or Agent, based on who’s linked to the property

Note: If your agency uses branches, a drop-down will appear to select the appropriate branch.

Generate a letter

Select your template type

MRI Vault supports two types of letter templates: Cloud and Word documents.

Go to: The relevant contact or property card
Click on the Letters tab
Use the drop-down above the folders to select either Cloud Letters or Word Documents
Choose the folder containing your desired template
Click on the letter template to begin generating

Use cloud letter templates

Cloud letters open in a pop-up, allowing quick edits before saving or printing.

Options:

Edit the letter if needed
Print via File > Print (make sure to untick Header and Footers in printer settings)
Save To Filing Cabinet
Save To Filing Cabinet (PDF)
Save To Attached Files (only available when no property is selected in context)

Using Word document templates

Word templates download directly to your computer and can also be saved in MRI Vault.

Options:

Automatically download as a Word document
Download & Send To the Filing Cabinet

Save a letter

Save with a linked property

When saving a cloud letter, you’ll need to configure a few settings.

Go to: The relevant contact or property card
Click on the Letters tab
Use the drop-down above the folders to select Cloud Letters
Choose the folder containing your desired template
Click on the letter template to begin generating
Edit the letter if needed
Click Save to Filing Cabinet
Complete the following:

Add a file name
Set visibility preferences
Tick the folder(s) where the file should be stored

Click Save

Note: Saving to the Contracts folder automatically marks the client as having received the contract or letter of offer, which is useful for vendor reporting and buyer tracking.

Save a letter without a linked property

If no property is linked when creating a letter from a contact card, MRI Vault saves the file differently.

The letter will be saved under the contact’s filing cabinet, not the property.

After selecting the cloud template
Click Save to Attached Files
In the pop-up window, add a file name
Click Save