Industry template packs.

Fetcher includes ready-made template packs for the most common professional use cases. These are built and maintained by our team — you can use them as-is or customize them for your specific practice.

Available packs

Real Estate

Templates for purchase transactions, refinances, listing agreements, and rental applications. Items cover standard buyer and seller document requirements, lender checklists, and title company submissions.

Accounting & Tax

Individual and business tax filing packages, bookkeeping onboarding, audit support, and year-end close checklists. Covers W-2, 1099, Schedule C, entity returns, and common supporting schedules.

Legal

Matter intake, discovery packages, contract execution, and estate planning document requests. Adaptable across practice areas — litigation, transactional, and family law subsets included.

HR & Employment

New hire onboarding (I-9 verification, direct deposit, benefits enrollment), contractor onboarding, and performance documentation packages.

Mortgage & Lending

Pre-approval, purchase, and refinance document checklists aligned with standard underwriting requirements. Separate packs for conventional, FHA, and self-employed borrowers.

Installing a pack

Go to /dashboard/?v=templates and click Browse Packs. Select the pack you want and click Install. The templates from that pack appear in your template list immediately, clearly tagged with their pack name.

Customizing pack templates

Once installed, pack templates work exactly like your own templates. Edit, duplicate, or delete them freely. Packs update periodically — Fetcher will notify you if an installed pack has a new version available.