How do I create a closing cost template

To create a closing cost template:

1. Click the 'Templates' menu on the top right of your screen
2. Click the 'Closing Cost' tab
3. Click the 'Add New Template' button in the sidebar
4. Enter a template name and click the 'Save' button
5. Click the 'Add New Fee' button and enter a fee for your closing cost template
6. Repeat step 5 for each fee you would like to include in your closing cost template
• fees can be dollar based or percentage based

See this article to learn how to import closing cost templates: How do I import closing cost templates

Note: you can also save fees already entered for a financing scenario using the 'Create a new template' menu item in the sidebar on the Lead > Fees screen which will save the fees entered as a new closing cost template.