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Merge fields

  • Updated

This article is a primer on BrokerEngine merge fields. By the end of this article, you'll know what merge fields look like, how they work, and why they are such a powerful part of template messages.

Last updated: February 2026 · Email Templates

In This Article

  1. About Merge Fields
  2. Understanding Merge Field Format
  3. Reviewing Common Fields

Step-by-Step Guide

Step 1 — About Merge Fields

When you send a message using a template with merge fields, BrokerEngine pulls information from configuration settings, contact information, or a card to fill in the field information. BrokerEngine uses merge fields in:

Step 2 — Understanding Merge Field Format

Merge fields have a field name surrounded by double curly brackets. When BrokerEngine encounters double curly brackets in a template, it replaces the field name inside the brackets with the appropriate information.

For example, if you use this text in an email:

{{ salutation }} {{ nicknames }},

It was great to meet with you and get some more information about what you're looking for in a loan. Here's your funding position:
{{ funding_position.funding_position_1.funding_table }}

I've attached a product comparison of the 3 products we discussed that I think will best suit your needs.

Kind regards,
{{ broker.signature }}

BrokerEngine sends an email that looks like this:

Step 3 — Reviewing Common Fields

The table below shows the most common merge fields.

Field Label Merge Field Explanation
Applicant Preferred Name(s) {{ nicknames }} Name you'd typically use to greet the person.
Broker's Default Email Salutation {{ salutation }} The standard greeting in emails.
Broker > Signature {{ broker.email_signature }} Block of text and images displayed underneath the main body of your email.
Brand > Logo {{ broker.brand.logo }} Your brand's logo.
Group > Name {{ broker.group.name }}
Brand > Name {{ broker.brand.name }} Your brand's name.
Brand > Online Calendar URL {{broker.brand.online_calendar_url}} A link to your online calendar, typically to book appointments.
Broker > Facebook Review Link {{ broker.facebook_review_link }} A link for clients to leave a review on your Facebook page.
Broker > Website Review Link {{ broker.website_review_link }} A link for clients to leave a review on a website.
Broker > Google Review Link {{ broker.google_review_link }} A link for clients to leave a Google review.

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