> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow templates

> The pre-built workflow gallery in Leaf360 Mortgage CRM: what each template already has configured, how to preview one, and what happens when you use it.

Instead of building a workflow step by step, start from one Leaf360 already put together for you. A template is a complete workflow — a trigger and every action and branch it needs — that you load onto the canvas and adjust instead of building from scratch.

The gallery lives inside [Workflows and Automation](/mortgage-crm/workflows), under the **Templates** tab.

## Browsing

A search box filters by name, description, and tag. Category tags narrow it further. The two categories with the most templates are **Lead Nurturing** — drip sequences for new, warm, hot, cold, credit-repair, pre-approved, referral, and long-term leads — and **Loan Processing**, covering everything from application through closing: submission, underwriting, disclosure, conditional approval, resubmission, clear-to-close, and closing itself. **Post-Closing**, **Alerts & Notifications**, **Reporting**, and **Communication** each currently hold one template. **Retention**, **Compliance**, and **Onboarding** show up as filters too, but they're empty for now — pick one and you'll just see an empty gallery, not a bug.

Each card shows the template's name, a short description, its estimated time to complete, and how many steps it has.

## Previewing a template

Click a card to preview it — nothing gets loaded yet. The preview breaks the template down by how many triggers, actions, conditions, and delays it has, then lists every step in order with its label and a short description. That way you can see the whole sequence — tag added, wait three days, check for a response, send follow-up email — before you load it.

## Using a template

Click **Use This Template** to load its trigger, actions, and branches straight onto a new, blank canvas and open [the workflow builder](/mortgage-crm/workflow-builder).

<Note>
  Loading a template doesn't create a workflow by itself. It just fills the canvas — nothing is saved until you click **Save** in the builder, and nothing runs until you activate it from there. Treat every template as a draft to review, not a finished automation.
</Note>

A loaded template lands on the same blank canvas as clicking **Create Workflow**, so editing, testing, and activating it works exactly as described on [the workflow builder](/mortgage-crm/workflow-builder): check that the trigger matches what you actually want, make sure any email or SMS steps point at the templates you use, and run a test before turning it on.

If none of the templates fit, **Start from Scratch** at the bottom of the gallery takes you to the same blank canvas with nothing loaded.

## Common problems

<AccordionGroup>
  <Accordion title="I used a template but it's not in My Workflows">
    It won't show up until you save it. A loaded template is a draft on the canvas — check [the workflow builder](/mortgage-crm/workflow-builder) header for an **Unsaved** marker and click Save if you see one.
  </Accordion>

  <Accordion title="A template's email or SMS step looks wrong for my company">
    Templates ship with generic copy. Open the step and swap in your own template or edit the message before you activate the workflow.
  </Accordion>

  <Accordion title="No templates match my search">
    Clear the category filter — it narrows on top of the search box instead of replacing it — or try a shorter search term.
  </Accordion>
</AccordionGroup>

## Related

* [Workflows and Automation](/mortgage-crm/workflows)
* [The workflow builder](/mortgage-crm/workflow-builder)
* [Email Templates](/mortgage-crm/email-templates)
* [SMS Templates](/mortgage-crm/sms-templates)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)