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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: 

General Templates

  1. Open House 1 Photo
  2. Open House 4 Photo – MLS Remarks
  3. Open House 4 Photo – Editable Remarks
  4. General Listing 1 Photo – Editable Headlines
  5. General Listing 1 Photo – Editable Footer (2 agents)
  6. Open House Guide
  7. Broker Preview
  8. Newly Listed 1 Property
  9. Introducing 2 Properties
  10. Introducing 3 Properties
  11. Stationery
  12. Event Invitation
  13. Local News – Company Provided
  14. Local News - Editable
  15. Holidays (See below)
  16. Recruiting Suite
  17. Market Data
  18. Brand Awareness
  19. Video Template
  20. Seasonal

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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