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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?


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