Date Templates
Date Templates automatically calculate dates using:
A reference date
A number of days
A direction, such as before or after the reference date
Number Field or a Fallback Field
Weekend or a Federal Roll
These templates are commonly used for:
Inspection Deadlines
Financing Deadlines
HOA Due Dates
Earnest Money Deadlines
Closing Timelines
How Date Templates Work
A Date Template uses a starting date and applies a number of days to calculate another important deadline.
For example:
Contract Acceptance Date: June 1
HOA Due Days: 14
The system automatically calculates the HOA Due Date as June 15.
This eliminates the need to manually count calendar days throughout the transaction.
Creating a Date Template
To create a Date Template:
Navigate to the Gear icon.
From the Template Editor, choose Date Templates.
Click the Add New button then enter the date template name and click Submit to save.
Inside the newly created date template, click the +Add button.
Choose one of the date options and complete the following fields textbox: Days, Type, When, Number Field (if applicable), Date Field Options, Weekend Roll, Federal Holiday Roll, and Skip Federal Holidays.
Click Update to save.
Once saved, the template will automatically calculate dates when the required fields are completed.