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BEVEL • Email Template Gallery
The actual emails, exactly as they render
Real rendered sends of the production EasyMails templates. Merge tags fill with member data when the automation fires; test-data names (e.g. "Brittney Summerville") appear where the test record filled them. Master templates live in the EasyMails app inside monday.com.
Stage 1 — New Member Welcome
Welcome — Purchase (current)
MEMBERNEW Purchase Member · fires on item creation
Welcome — Refinance (current)
MEMBERNEW Refinance Member · fires on item creation
Welcome — Selling (current)
MEMBERNEW Selling Member · fires on item creation
Welcome — Purchase (older design)
MEMBER"Your BEVEL Homeownership Adventure Begins!" · superseded generation, kept for comparison
Stage 2 — Lender / MLO Assignment
Lender Short Form — "New pre-approval request from a BEVEL member"
LENDER POC+1 min after Acceptance Link · 4-hour SLA
Lender Long Form — "Congratulations, you have been assigned"
MLO + POCfires on acceptance · member handoff with SLA reminders
SLA Deadline: 4 Hours to Accept Member
MLO / POC3-hour reminder / SLA chase · SuperForm link inside
Stage 3 — Introductions
Meet Your Mortgage Expert (MLO Intro — current)
MEMBERfires when MLO accepts
Meet Your Lending Professional (older design)
MEMBERsuperseded generation, kept for comparison
Stages 4–6 — Pre-Approval → Agent
Congratulations on your Pre-Approval!
MEMBERfires when Pre-Approved Status = Yes
Loan Approval Status (chase)
MLO+3/+7 day chase asking for loan approval status
Meet Your Agent (Agent Introduction — Home Purchase)
MEMBERfires on Match to Agent
Stages 10–11 — Closing & Nurture
Today's the Day — Congratulations on Closing Your Home Loan!
MEMBERCTC / closing-day celebration
Learn Saving Strategies (Guides / Nurture)
MEMBER"Home with BEVEL" guides · savings challenges, buy/refi/sell CTAs
Coverage: 14 rendered templates — every major member and lender email in the core journey is now viewable. Remaining EasyMails templates (3/5/7-day SLA reminders, CTC status to MLO, MLO reassignment, Member CTC purchase/refi variants, "Meet Your Newly Assigned…") can be added the same way: EasyMails → Templates → Send Test to jon@gobevel.com, then ask Claude to refresh this gallery.