In the article, you will learn how to apply a template to a transaction.

A template is a blueprint of parties, documents, and form content applied to new or existing transactions. You can create a template based on different purposes, such as transaction type (e.g. regular or short sale) or property type (e.g. single-family home or condo). It's up to you and your team how to create and organize your transaction templates.

In this example, we show you how to apply a template to a listing transaction, but you can follow the same steps to apply a template to a purchase transaction.

Before you start

Let's take a step back. Do you know how to create and edit a template?

If you're not sure, we covered those steps in an article called “How to Create a Document Template.”

In that article, agents learn how to:

  • create and name a new template
  • add files and default text to the new template
  • add listing and business information to the new template

Applying a template

We start with an existing listing transaction.

1. Select the property on the Transactions page.

2. Click the three-dot button at the top of the page and then select Apply Templates.

3. On the Apply Templates panel, click the empty field and select a template from the drop-down menu.

4. Click the next field and repeat the steps to add more templates (optional).

5. Click OK to add the template to the transaction.

Checking template success

You can quickly verify that updates were made to your transaction by your template.

  • In this scenario, we check our Documents and Parties.

Checking documents

Our template saves time by automatically creating folders with documents. To check these changes, we go to the Documents page.

The image below shows:

  • a new Listing Agreement folder with a core set of forms, and
  • a new Disclosure Package folder that contains multiple forms.

Checking the parties

The template used in this example automatically adds a TC to the transaction.

  • To check this change, we go to the Details & Parties page.

The image below shows a TC, Betty Smith, is a party to this transaction.

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