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Templates are the foundation for drafting documents in Oun. While Oun comes with state-specific templates, you can upload your own for forms and documents specific to your brokerage.

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Who can upload templates

Any user can access the Upload Templates page, but templates are typically managed by admins or brokers who want to standardize forms across their team.

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How to upload a template

  1. Click Upload Templates in the sidebar
  2. Drag and drop a PDF or click to select one
  3. Fill in the template details:
    • Title — the name that will appear when drafting (e.g., “Brokerage Disclosure Form”)
    • Document type — the category of document
    • State — which state this template applies to
    • Brokerage — which brokerage this template belongs to
    • Promulgator — the form promulgator, if applicable
  4. Click Upload
The template is processed and becomes available for drafting in deals that match the state and brokerage settings.

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Using uploaded templates

Once uploaded, the template appears in the list when you or your team asks Homie to draft a document. Homie matches templates based on your deal’s state and your profile settings. Ask Homie: “What documents can I create?” to see all available templates for your current deal.

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Template best practices

  • Use clean PDFs — templates with clearly defined form fields work best for field detection
  • Name templates clearly — use descriptive names so your team can find them easily
  • Set the correct state — templates only appear for deals in the matching state
  • Upload one template per document type — avoid duplicates to prevent confusion
Uploaded templates are shared across your organization. Any team member working on a deal in the matching state will see the template as an option.