Transaction Templates

Checklist templates help you set up consistent processes in no time. Effortlessly re-use your checklist templates and complete tasks even more efficiently!

Last updated on 29 Oct, 2024

You can start creating your templates or use our stock templates, the template will serve as your transaction layout.

We have different templates that you can use:

Buyer
Commercial Listing
Lender
Seller
Short Sale-Listing
Title/Escrow

1. To locate the templates, click on the Transactions option from the sidebar, then select Templates.

2. Click the "+" to create a custom template, or use one of our Default Templates by clicking on the Add Template button.

HERE is an article on how to create a checklist template!

Below are the meanings of each action icon:

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