For an agent, we understand that time is valuable. The Templates tab in your dashboard streamlines the review request process and gives you the power to create, edit and set default templates.

Step 1: Simply log in to your account and select 'My Properties' from the dashboard then select 'Sold' tab to find the property that you want to request a review for and select 'Get Reviews' or 'Manage Reviews'
​

Step 2: Click on 'Request a new review' button and click on 'Manage Templates'
​

Step 2: Click "Create Template' to create a new template or 'Manage' if you have a template you'd like to edit/remove

Step 3: Fill in the fields. Select the type of request - review request or listing report (Professional and Enterprise subscribers only). Create a name for your template and fill in your content. Click 'Save'
​

Step 4: Once you've built up your template collection, you will be able to 'Edit', 'Delete' and also 'Set as Default' template that will pre-fill your requests automatically
​

Step 5: Once the template has been saved, you will be able to send a request to your client as described in the Request a review article. Make sure to select your template from the drop-down list.