LeadSimple Library
The Library is LeadSimple's built-in collection of best-practice pipeline and process templates — battle-tested workflows from the LeadSimple team and your community of property management companies. Instead of building everything from scratch, you can install a template and customize it to fit your business.
Navigate to Library in the left sidebar (under Insights) to browse the Template Library.
The Template Library Page
At the top of the page you'll find:
New Custom Pipeline – Start building a brand-new pipeline from scratch.
New Custom Process – Start building a brand-new process from scratch.
Below that is the main library, where you can browse All templates, or narrow things down using:
Filter | What it does |
All / Process / Pipeline | Toggle between viewing all templates, only processes, or only pipelines. |
All categories | Filter by category, such as Recommended, Onboarding, Move-In, Move-Out, Lease Renewal, Maintenance, Inspections, Delinquencies, Leasing, or Make Ready. |
Tags | Filter by specific tags (e.g., AppFolio, Applications, Basic Templates, Evictions, HOA, HOA Onboarding, HOA Violations). Multiple tags can be selected at once. |
All / Mine / Shared | Filter templates by ownership — everything available, only templates you created, or templates shared with you. |
You can also use the search bar to search templates, tags, or authors directly.
Browsing Templates
Each template card in the library shows:
Type – Process or Pipeline.
Official badge – Indicates it's an official LeadSimple template.
Template name – e.g., Work Orders, Rently Tenant Lead Pipeline, Realtor Referral Pipeline, AppFolio Lease Renewals, HOA Management Cancelation, New HOA Onboarding, Late Rent Delinquencies.
Author – Usually LeadSimple, but can include community-contributed templates.
Tags – Descriptive labels like Tenants, Maintenance, Referral Tracking, HOA Onboarding.
Key stats – Stages, Steps, and Templates (sub-templates included), giving you a quick sense of how detailed the workflow is (e.g., Rently Tenant Lead Pipeline: 14 stages, 11 steps, 0 templates).
Previewing a Template
Click into any template to preview it before installing. For example, opening the Late Rent Delinquencies process shows:
An Overview tab with a summary of the template, plus key stats (Stages, Steps, Conditional steps, Automated steps).
An Email & SMS tab to review the messaging nd email templates content used in the process.
A Process Flow diagram, laid out stage by stage (e.g., Grace Period → Late Rent → Payment Made in Full - During Grace Period → Payment Made in Full - After Grace Period → Eviction), so you can inspect every step, its timing (e.g., Immediately, 1d), and any conditions attached (Runs only if conditions match) before adding it to your account.
Once you've reviewed a template, click Customize in the top right to bring it into your account and start tailoring it to your business.
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Points to Remember
You have access to a whole library of best practices and process templates in the Library in LeadSimple. You'll find drip campaigns and sales processes for leads, and templates for all the major operational processes there.
The templates are fully customizable and are a great place to start.
Learn More
See this help article on how to clone process templates into your account.