Workflow Templates: Creating & Using

Templates are the backbone of your workflow in ListedPro. By building a template once, you define your custom statuses, checklists, dates, expenses, and emails — and that structure automatically flows into every listing or buyer deal you create. This article walks you through creating and configuring both Listing Templates and Buyer Templates.

Listing Templates and Buyer Templates

Templates come in two kinds, matching the two deal types: listing templates for seller-side deals and buyer templates for buyer-side deals. The Templates page offers New seller (listing) template and New buyer template, and the list filters to All, Listing, or Buyer.

What a Template Includes

• Emails: Prepared messages, written once with merge variables in place, available in the composer on every deal from this template.
• Prompts: Reusable prompt content for the template's AI-assisted communication.
• Automations: The automation rules (WHEN / SEND / TO) that come with every deal created from the template.

Building a Template

Create a template from the Templates page and work through the builder, defining the template's details and its emails, prompts, and automations.

1. Start from your real process: list the emails you send on every deal and the moments they go out.
2. Write each email once, properly, with merge variables for the per-deal details.
3. Wire the routine ones to automations; leave the judgment calls as prepared emails you send manually.
4. Refine after every few closings. The template should always reflect your current best practice.

Applying a Template

Templates apply at deal creation. When you create a new listing or buyer deal, you choose which template it starts from.

Sharing Templates

Templates can be shared with your groups, letting a team run the same playbook. Sharing is done from the template; see Groups & Sharing Workflow Templates.