Create template website

In order to create your template website, please follow the steps listed below:

  • Sign in to your Point2 account at
  • Click the Settings gear icon in the top right corner
  • Click Roster Management 
  • Click on the link in the yellow box to go the page to build your template 
  • Click Build Template Website

It will take a few moments for the site to be created. Once it has, you will see a new option appear under the Websites: Broker Template Website.

Your template website works in the same way as your normal website. You will still need to make a few changes.

We have already designated some fields with "inclusion tags" (i.e. #FIRSTNAME# #LASTNAME#). Inclusion tags are used to automatically pull information from the Roster Invitation, in order to personalize the site for the agent. There are other areas where you may need to use inclusion tags. The following inclusion tags can be placed throughout your template website:


Once you have finished editing your template website you are now ready to add agents to your agent roster.

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