Reusable placeholders
Change Your Details Once, Update Them Everywhere
Store your brokerage name, booking link, and disclaimer text as custom values and drop them into any message, page, or automation.
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Illustration with sample data.
What is Custom Values in RealtyCoworker?
Custom Values in RealtyCoworker are reusable placeholders that store business details like your name, brokerage, booking link, phone number, or license disclaimer. You insert them into emails, texts, websites, and automations. When a detail changes, you edit the custom value once and every place that uses it shows the new information.
What’s inside
Everything in Custom Values.
Create custom values
Add named values for the details you repeat, such as agent name, brokerage, office phone, and booking link.
On the job: Dev saves his brokerage name, office address in Toms River, and calendar link as values.
Use in emails and texts
Insert custom values into email and text templates so every message uses the current details.
On the job: Every follow-up text ends with your current booking link, no copy and paste.
Explore ConversationsUse in automations
Reference custom values inside automation actions, so long nurture sequences stay accurate.
On the job: A 12-month buyer nurture always shows the right lender partner's contact info.
Explore AutomationsUse on pages and funnels
Place custom values on websites and landing pages where supported to keep contact details consistent.
On the job: Your open house landing page pulls the office phone from one saved value.
Explore SitesDisclaimer text
Store longer text, such as a license or brokerage disclaimer, and reuse it in footers.
On the job: Your email footer shows your brokerage disclaimer and license number from a single value.
Use in reports
Insert custom values into dashboards and custom reports so shared reports show the right business details.
On the job: A monthly report header shows your team name automatically.
Explore Reporting
How agents use it
Custom Values, on a real workday.
- 1
Switching brokerages
When Maria moves to a new brokerage, she updates the brokerage name and disclaimer values once, and her emails, texts, and pages reflect the change.
- 2
New booking link
A team changes its listing consult calendar. One value update fixes the link across every follow-up automation.
- 3
Consistent team messaging
A brokerage gives every agent the same template set, with values for office phone and compliance text so nothing goes out of date.
FAQ
Custom Values questions, answered.
What is the difference between custom values and custom fields?
Custom fields store information that is different for each contact or deal, like a buyer's price range. Custom values store information that is the same everywhere, like your brokerage name or booking link. Both can be inserted into messages as placeholders.
If I update a custom value, do old automations change too?
Yes. Anywhere a custom value is inserted pulls the current value, so templates and automations using it show the updated detail going forward. Messages that were already sent do not change. This saves time when your phone number, booking link, or brokerage changes.
Can I put my license disclaimer in every email?
Yes. Save your brokerage or license disclaimer as a custom value and insert it into your email templates or footer. When the wording needs to change, edit the value once instead of editing each template.