Save your own timeline templates

In this video, you'll save a timeline you've adjusted as your own template, so your next deal starts with your steps.

On step three of the new-deal wizard, your timeline starts from a built-in template, like Buyer — financed.

Press Edit steps to make it yours. Here, we'll add a step for reviewing the HOA documents.

Name the step, then set when it's due. This one is twenty days before closing.

New steps start at the end, so press Sort by date to put it in order. Every date still follows your closing date.

Press Done editing. Now a new box appears: Also save this timeline as one of my templates.

Tick it, and give your template a name, like Buyer — Pasadena condo.

Then finish the deal as usual. Your template is saved when you create the deal, and Jamie's invite goes out by email and text.

On your next deal, press New deal as usual. On step three, Your saved timelines are listed at the top.

Your template shows its step count and the word yours. Pick it, and your own steps load, with the HOA step in place.

The small cross on the card deletes a saved template you no longer need.

You can also save the timeline of a deal that's already running. Open the deal's Settings tab.

Under Reuse this timeline, type a name and press Save as template. The dates become days counted from closing.

Template saved. It's waiting under Your saved timelines the next time you start a deal.

Your templates sit right beside the built-in ones. On a team or brokerage, its published standard timelines are listed first.

That's it: edit the steps, tick the box to save them as a template, and your next deal starts from your own timeline.