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Templates

Templates save you time by letting you reuse emails, Playbooks, key date rules, online forms, required document lists, reports, and more. Set them up once and apply them to any transaction.

The Templates page in the sidebar is your template hub. It is organized into sections that match the cards in the app.

Playbooks​

  • Playbooks — The whole process for a deal type: key dates, tasks, automations, and required documents in one place. Set it up once, then apply it to every matching transaction.
Looking for Checklists?

Checklists were renamed Playbooks in August 2026. It's the same feature — the card at the top of the Templates page — and your existing checklists are under the My Playbooks tab. See Playbooks.

Communication​

  • Email Templates — Reusable email content with smart fields
  • Email Signatures — Branded signatures for outgoing emails
  • PDF Forms — Office-scoped eSign/PDF form templates. Upload a blank PDF, let AI map the fields, and send for signature, auto-filled from the transaction.
  • Online Forms — Public and transaction-specific forms for collecting information, creating transactions, and routing Front Door submissions

Library​

The reusable pieces a Playbook draws on.

  • Required Documents Lists — Document requirements for different transaction types
  • Key Date Library — Individual reusable date rules, such as "Final Walkthrough = 1 business day before Closing"
  • Smart Fields — Template variables for auto-populating transaction, document, and communication data
Two layers, one workflow

The Key Date Library is the date logic (for example, "Final Walkthrough = 1 business day before Closing"). A Playbook is the workflow that consumes those dates and adds the tasks, due-date offsets, and email automation. Define a date rule once in the library, then reuse it across every Playbook.

Reports​

  • SitRep Templates — Structured templates for transaction status reports

In this section​

  • Playbooks — Build reusable workflows with key dates, tasks, and automations
  • Key Date Library — Define reusable date rules that Playbooks consume
  • Email Templates — Write reusable email content
  • Email Signatures — Create branded signatures for outgoing email
  • Online Forms — Build public and transaction-specific forms for intake, updates, and Front Door CTAs
  • Required Documents Lists — Define required document checklists by transaction type
  • Smart Fields — Manage reusable fields for document and communication data
  • SitRep Templates — Control the sections used in transaction status reports