MLSOKtoberfest 2025 – Lone Wolf – TransactionDesk: Create Templates

**This class is taught by the vendor and is not for CE credit**

Learn how to create and apply templates in Transactions (TransactionDesk Edition).

1.  How to set up a checklist
2. Understanding manual & automated tasks
3. How to create a template
4. How to add forms & documents
5. How to add checklists to a template
6. How to add a template to a new transaction
7. How to add a template to an existing transaction