Create and use job templates

Use templates to reuse sale or lease job requirements that are repeated across properties.

What templates are for

A template can hold the brief, bidding options and other repeatable job settings. It is not a live property job and is not sent to agents until you use it to create and publish a job.

Create a template

1. Open your owner profile and find the transaction templates area.
2. Choose a sale or lease template.
3. Enter the information that should be reused.
4. If the template should be shared, select the appropriate team.
5. Save the template.

Use a template

1. Start a new sale or lease job from a property.
2. Select an accessible template in the template picker.
3. Review every copied value against the particular property and instruction.
4. Complete property-specific details and publish only when the job is accurate.

Bids-due time

A template may enforce a time of day for bids to close. When you apply that template, choose the date and check the displayed time and time zone. Normal non-template jobs do not retain a reusable bids-due time after the job has been created.

Sharing and access

A template associated with a team is available to members of that team. Leave the team blank only when the template is intended for the individual owner.

Related articles

• Create and publish a sale job
• Create and publish a lease job

Last reviewed July 24, 2026