Saving CMA Templates

How to create and save a CMA template

Step 1: Start and customise a CMA

1. Create a new CMA and select your comparables
2. Click Next Step at the top of the page to open CMA Studio
3. Customise your report by:
4. • Selecting which pages to include from Pages in the left navigation panel
   • Adding or changing images by clicking on image placeholders
   • Updating My Details in the left navigation panel with your information
   • Reordering pages by dragging the (≡) icon next to page names

Step 2: Save your template

1. Locate Save as New Template in the left navigation panel under Templates
2. Click Save as New Template and a popup window appears
3. Enter a clear template name in the text field (e.g., "Residential Solo Agent")
4. Click Save at the bottom of the popup

The popup closes and your template now appears in your My Templates category.

How to use a saved template

1. Start a new How to create and save a CMA template

Step 1: Start and customise a CMA

1. Create a new CMA and select your comparables
2. Click Next Step at the top of the page to open CMA Studio
3. Customise your report by:
4. • Selecting which pages to include from Pages in the left navigation panel
   • Adding or changing images by clicking on image placeholders
   • Updating My Details in the left navigation panel with your information
   • Reordering pages by dragging the (≡) icon next to page names

Step 2: Save your template

1. Locate Save as New Template in the left navigation panel under My Templates
2. Click Save as New Template and a popup window appears
3. Enter a clear template name in the text field (e.g., "Residential Solo Agent")
4. Click Save at the bottom of the popup

The popup closes and your template now appears in your My Templates list.

Template types

When you click Templates in the left navigation panel, a dropdown menu shows different template categories:

My Templates Templates you've created and saved personally. Only visible to your account. Any template you save appears here.

Branch Templates Templates created by Admin users that everyone in your branch can access. If this section is empty or doesn't appear, your branch hasn't created shared templates yet.

Brand Templates Templates created by Admin users for your entire organisation. Available to all team members across all branches. If this section is empty or doesn't appear, your organisation hasn't created centralised templates yet.

Public Templates Default Relab templates available to all users. These serve as starting points you can customise and save as your own templates.

FAQs

How many templates can I save? There's no limit to the number of templates you can save. Create as many as you need for different property types, team configurations, or client segments.

How do I share a template with my team? Individual agents cannot share templates directly. Only Admin users have permission to create Branch Templates or Brand Templates that appear for other team members. Contact your Admin user or office manager with your template requirements and they can create shared templates for your team.

Can I edit a saved template? Yes. Apply the template to any CMA, make your design changes in CMA Studio, then click Save as New Template again. Enter the same template name to replace the original version, or use a different name to save it as a separate template while keeping the original.

How do I create a multi-agent template? Apply any template to a CMA and navigate to the My Details page in CMA Studio. Click the Edit Page button at the top of the page to access CMA Editing Studio. Use the Text button in the left panel to drag text boxes onto the page for each agent's name, phone, email, and photo. Click Save as New Template in the left navigation panel and name it clearly (e.g., "Team_Smith_Jones_Brown"). The template saves with spaces for multiple agents.

Can I delete old templates? Relab currently doesn't have a delete button for templates in the interface. To remove templates you no longer need from your My Templates list, email support@relab.co.nz with the specific template names you want deleted. The support team will remove them from your account.

What if I can't see Branch Templates or Brand Templates? These template categories only appear in the dropdown menu if Admin users in your organisation have created shared templates. If you don't see Branch Templates or Brand Templates as options when you click the Templates dropdown, it means no shared templates have been created yet for your branch or organisation. You can still access and use My Templates and Public Templates.

Where are my saved templates stored? Your templates are stored in your Relab account and sync across all your devices. Access them from any CMA by clicking Templates in the left navigation panel of CMA Studio. Your templates remain available indefinitely unless you request their deletion.

What happens to my saved templates if I change my CMA design? Saved templates remain unchanged when you work on other CMAs. Each time you apply a template, it loads the design exactly as it was when you saved it. Changes you make to a CMA after applying a template don't affect the saved template unless you click Save as New Template again. and select your comparables

1. Click Next Step at the top to reach CMA Studio
2. Click Templates in the left navigation panel to open the templates dropdown
3. Select My Templates from the dropdown menu
4. Click on your saved template name from the list

Your CMA immediately updates with all your saved settings including page selections, layout, and design. All pages from the template load into your current CMA.