> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Templates

> The email template library in Leaf360 Mortgage CRM: folders, tiers, the block editor, merge fields, test sends and the brand header and footer that wrap every template.

Email Templates is the library that every email in Leaf360 Mortgage CRM gets built from. A template is a subject line, a preheader, a stack of content blocks, and a call to action, saved under a name so a campaign, a workflow, or a colleague can reuse it.

Open it from **Marketing**, then **Emails**, under **Tools** in the sidebar.

Your folders sit on the left. Pick one, and its templates fill the rest of the screen. Above the list you'll find a header, a filter bar, and a **Brand Header & Footer** panel you can expand or collapse.

## The header

| Control          | What it does                                                                 |
| ---------------- | ---------------------------------------------------------------------------- |
| Refresh          | Reloads the template list and folder tree. The icon spins while it's working |
| **AI Builder**   | Opens the [AI Email Builder](/mortgage-crm/ai-email-builder)                 |
| **New Template** | Opens the editor on a blank template                                         |

**New Template** remembers your current folder — if you have one selected, that's where the new template gets filed by default.

## Finding a template

The filter bar holds four things.

<Steps>
  <Step title="Search">
    **Search templates...** searches your whole library, not just what's currently on screen.
  </Step>

  <Step title="Filter by tier">
    Choose **All**, **Internal / System**, **Internal / Reporting**, or **Client-Facing**. You set a template's tier under **Classification** in the editor.
  </Step>

  <Step title="Filter by status">
    **All**, **active**, **draft** and **archived**.
  </Step>

  <Step title="Switch the layout">
    Two buttons on the right switch between a card grid and a list. The list view adds columns for **Name**, **Tier**, **Category**, **Folder**, **Blocks**, and **Status**.
  </Step>
</Steps>

Changing any filter takes you back to page one, and clears whatever you had selected.

### Folders

The left column holds your folder tree, split into two halves.

* **My folders** are yours. Nobody else sees them.
* **Company folders** are shared with the team.

Above both sit **All templates** and **Unfiled** — templates that aren't in a personal or company folder. Folders can nest, so each one can hold subfolders. The pane on the right shows any subfolders of what you've selected before it shows the templates themselves.

Hover over a folder row and you'll see a plus, a pencil, and a trash icon, labeled **Create subfolder**, **Rename folder**, and **Delete folder**. Deleting a folder doesn't delete the templates inside it — the confirmation box tells you that before you commit.

The heading above the results tells you where you are: the folder name, a description of it, a small label reading **Workspace**, **Unfiled**, **Company folder**, or **My folder**, and a count of the templates matching your filters.

## What a template card shows

Hover over a card and five actions appear: **Preview**, then either **Edit** or **Duplicate to edit**, then icon buttons for **Duplicate** and **Move to folder**, and a trash icon if you're allowed to delete it.

<Note>
  Most people can't edit company templates directly. Where that's the case, the button reads **Duplicate to edit** — clicking it makes your own copy instead of opening the original. **Preview** always works, though.
</Note>

## Acting on several at once

Check the box on a card, or use **Select all deletable templates** in the filter bar. A row of actions appears:

| Action                  | What it does                                      |
| ----------------------- | ------------------------------------------------- |
| **Activate (n)**        | Moves the selected drafts to active               |
| **Move to Draft (n)**   | Moves the selected active templates back to draft |
| **Move selected (n)**   | Opens the folder picker for the whole selection   |
| **Delete selected (n)** | Deletes them, after you confirm                   |

Those two status buttons only show up when your selection actually has templates in the opposite state, and each one shows the count it would affect.

**Move to folder** offers **Remove from my folders** and **Remove from company folders** at the top of the list — that's how you pull a template back out of a folder without moving it into another one.

Deleting is permanent. The confirmation box names exactly what it's about to delete and warns that you can't undo it.

## Pagination

The library loads twenty-four templates at a time. Once there are more, a bar appears under the results reading **Showing X-Y of Z templates**, with **Previous**, **Next**, and the page number in between.

## Brand header and footer

Between the filter bar and the results sits a panel you can expand, headed **Brand Header & Footer**, with a small label showing whether you have a header, a footer, or both.

These are small pieces of HTML (the code behind an email's layout) that wrap around every template. The header sits above the hero image, and the footer below the content. The merge fields inside them get filled in automatically when the email sends. The panel lists what's available under **Available Company & System Variables** — your company name, phone, email, website, NMLS number, address fields, the loan officer's name, NMLS number, phone and email, plus two system fields for the current year and the unsubscribe link.

Leaf360 pre-fills the footer with a default version that carries your company name, NMLS number, address, a line noting the message is a marketing communication, an unsubscribe link, and a copyright line. **Reset to default** brings that back, and the button is grayed out while the footer already matches it.

**Save Snippets** writes both the header and footer to your company's [Brand Wiki](/mortgage-crm/brand-wiki), and the panel confirms with **Saved!** next to the button.

<Warning>
  This panel writes to a company-wide record. You need an administrator or marketing manager role to save it, and everyone in your company gets whatever header and footer you save here. If your save gets refused, that's why.
</Warning>

## The template editor

Opening a template, or pressing **New Template**, takes you into the template editor.

The editor has your email laid out in the middle, a settings panel on the right, and a row of buttons across the top.

### The three modes

A set of three buttons at the top switches between them.

| Mode               | What you get                                                            |
| ------------------ | ----------------------------------------------------------------------- |
| **Edit**           | Your content blocks laid out. Click a block to edit it, drag to reorder |
| **Preview**        | The rendered email, no editing                                          |
| **Advanced Split** | An HTML code editor next to a live preview                              |

**Advanced Split** is the same feature the AI Email Builder calls **Advanced HTML**. In that mode, the code itself is what counts — so the separate call-to-action fields get dropped when you save.

A second pair of buttons switches the preview between desktop and mobile width.

### Template properties

The panel on the right holds everything that isn't a content block:

* **Subject Line** and **Preheader**, the inbox preview text.
* **Color Scheme** and **Layout**. The layout choices are **Standard** (a card with a wide hero image), **Minimal** (clean, text only), and **Announcement** (a full-width hero image with text over it).
* **Hero Image**, with a URL field, and an optional link the image opens when someone clicks it.
* **Call to Action**, a button label and a URL.
* **Footer**, **Tags**, **Description** and **Classification**, which sets the tier and its subcategory.

### Content blocks

**Add Content** offers twelve block types:

| Block            | What it is                          |
| ---------------- | ----------------------------------- |
| **Heading**      | Section title                       |
| **Paragraph**    | Body text with formatting           |
| **CTA Button**   | Call to action button               |
| **Divider**      | Horizontal line                     |
| **Pro Tips**     | Icon and text tip list              |
| **Stats Row**    | Metric cards                        |
| **Image**        | Image, with an optional link        |
| **Spacer**       | Vertical spacing                    |
| **Testimonial**  | Quote with author                   |
| **Social Links** | Social media icons                  |
| **Video**        | Video thumbnail with a play control |
| **Columns**      | Two or three column layout          |

### Merge variables

The variable button next to most text fields opens a searchable list of merge fields, grouped by where they come from — click one to drop it in at your cursor. That same list is available from the settings panel. Leaf360 figures out which merge fields a template uses just from its content when you save, so you never have to declare them yourself.

### Previewing against a real record

The **Preview data** button lets you check a template against a real record. Pick **Lead**, **Loan**, or **Contact**, search for the record you want, and the preview fills the template with that record's actual values instead of showing the raw merge fields. The button stays highlighted while a record is selected.

### Sending a test

The send icon opens **Send Test Email**. Type in an address and click **Send Test**. The confirmation tells you the address it went to and the account it sent from.

<Note>
  A test send only works on a saved template. On an unsaved one, the editor tells you **Please save the template first** and sends nothing. The same rule applies to **Duplicate**.
</Note>

### Saving

**Save** writes the template and confirms with **Template created!** or **Template saved!**. The **draft** and **active** status labels next to it are part of the template, and get written by that same save rather than separately.

**Template folder** at the top files the template — it offers **My folders** and **Company folders**, with **Unfiled** at the top of each.

The trash icon deletes the template and sends you back to the library. If it's a company template you can't delete, that button is grayed out.

<Warning>
  On a company template, the editor shows a bar reading **This is a Company Template. Duplicate to edit your own copy.** Everything in the panel stays read-only until you do.
</Warning>

## Where templates get used

A template is the raw material for an email, not the sending itself. There's no schedule and no audience list on this screen.

* [Email Campaigns](/mortgage-crm/email-campaigns) sends one to a list.
* A [workflow](/mortgage-crm/workflows) sends one when it's triggered. If you open the editor from a workflow, the back button changes to **Workflow** and hands your saved template back to the step you came from.
* The bulk email tool on a pipeline sends one to whoever you've selected.

## Common problems

<AccordionGroup>
  <Accordion title="The Edit button says Duplicate to edit">
    That template belongs to the company, not to you. Duplicating it gives you an editable copy and leaves the original untouched.
  </Accordion>

  <Accordion title="Send Test does nothing">
    Check that the template's been saved, and that the address you typed has an @ in it. The editor will refuse both with a message instead of sending.
  </Accordion>

  <Accordion title="Saving the brand header or footer is refused">
    Those two pieces are company-wide and live in the Brand Wiki, which only administrators and marketing managers can edit. Ask one of them to save it for you.
  </Accordion>

  <Accordion title="A template I saved is not in the folder I expected">
    A template started from **New Template** takes on whatever folder was selected when you clicked it. Check **Template folder** at the top of the editor, and remember that personal and company folders are separate places.
  </Accordion>

  <Accordion title="The call to action goes nowhere">
    A generated template comes with a placeholder URL. Set the real one under **Call to Action** in the settings panel before you use the template.
  </Accordion>

  <Accordion title="I cannot find a template I know exists">
    Check the status filter — archived templates stay hidden unless you ask for them, and the tier filters narrow the list further. Click **All templates** in the folder tree to clear any folder narrowing.
  </Accordion>
</AccordionGroup>

## Related

* [AI Email Builder](/mortgage-crm/ai-email-builder)
* [SMS Templates](/mortgage-crm/sms-templates)
* [Email Campaigns](/mortgage-crm/email-campaigns)
* [Brand Wiki](/mortgage-crm/brand-wiki)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)