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BEVEL • Email Template Gallery

The actual emails, exactly as they render

These are real rendered sends of the production EasyMails templates, captured from test sends. Merge tags like {{pulse.…}} fill with member data when the automation fires. The master templates live in the EasyMails app inside monday.com.

Welcome to BEVEL (Selling)

MEMBERStage 1 — New Member Intake · fires on item creation · from support@gobevel.com · test send Jul 2026 (current design)
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Your BEVEL Homeownership Adventure Begins! (Purchase welcome)

MEMBERStage 1 — New Member Intake · purchase-journey welcome, signed Jaime Borashko · earlier design generation
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Meet Your Lending Professional (MLO Introduction)

MEMBERStage 3 — MLO Accepts · fires when the MLO accepts the member · introduces the mortgage pro with contact merge tags
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SLA Deadline: 4 Hours to Accept Member

MLO / POCStage 2 — MLO Assignment · 3-hour reminder / SLA chase · SuperForm status link inside · escalations@gobevel.com
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Today's the Day — Congratulations on Closing Your Home Loan!

MEMBERStage 10–11 — CTC / Closing · the celebration email at clear-to-close/closing
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Learn Saving Strategies (Guides / Nurture)

MEMBERNurture — "Home with BEVEL" guides · savings challenges, buy/refi/sell CTAs, affordability calculator
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Not in the gallery yet: Pre-Approved congrats, Loan Approval, Agent Introduction, Lender Long/Short Form, and the Refinance welcome have no rendered test send in the inbox — their masters live only in EasyMails (monday.com → EasyMails app → Templates). Send a test of each to jon@gobevel.com from EasyMails and they can be added here in minutes.