Template Checklist

 

Wondering if you're missing some vital template options for your agents? Here's a quick list of some of the most used template types: 

Listing Templates

1. Open House 1 Photo
2. Open House 3 Photo
3. Open House 4 Photo – MLS Remarks
4. Open House 4 Photo – Editable Remarks
5. General Listing 1 Photo 
6. General Listing 1 Photo – Editable Footer (2 agents)
7. General Listing 1 Photo - Land
8. General Listing 1 Photo - Price Upon Request
9. General Listing 3 Photo
10. General Listing 5 Photo 
11. Open House Guide - 20 Listings (max)
12. Broker Preview - 20 Listings (max)
13. Introducing 1 Property
14. Introducing 10 Properties (max)

General Communication Templates

1. Stationery
2. Blank
3. Meet Our New Agent 
4. Monthly Newsletter
5. Quarterly Newsletter
6. Event Invitation
7. Local News – Company Provided
8. Local News - Editable
9. Holidays (See below)
10. Recruiting - General
11. Market Data
12. Brand Awareness
13. Video Template
14. Seasonal - General editable 

PDFs

1. Listing Information (1 listing)
2. Listing Information (second style)

Display Ads

1. Skyscraper - Agent + brand
2. Leaderboard - Agent + brand
3. Rectangle - Agent + brand
4. Mobile Interstitial - Agent + brand
5. Mobile  - Agent + brand
6. Skyskraper - Listing 
7. Leaderboard - Listing 
8. Rectangle - Listing 
9. Mobile Interstitial - Listing 
10. Mobile - Listing 

Holiday Templates (2019)

• January 1 - New Year's Day
• January 21 - MLK Jr. Day
• February 2 - Groundhogs Day
• February 14 - Valentine's Day
• February 18 - Presidents' Day
• March 17 - St. Patrick's Day
• April 22 - Earth Day
• May 5 - Cinco de Mayo
• May 12 - Mother's Day
• May 27 - Memorial Day
• June 16 - Father's Day
• July 4 - Independence Day
• September 2 - Labor Day
• October 14 - Columbus Day
• October 31 - Halloween
• November 11 - Veterans Day
• November 28 - Thanksgiving
• December 25 - Christmas Day
• December 31 - New Year's Eve

Consider adding similar templates to a Category!  Categories are useful filters, and can allow an agent or admin to jump right to a particular set of templates.

Related article: What are Template Categories?