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:
