Real Estate help topics and videos

Search

Contents (Collapse All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
		Add Notes to Contracts Created
		Adding a CoLister or CoBuyers Agent to Contracts
		Allow Listing Agent To View Documents
		Allow Buyer's Agent to View Documents
		Assign a Single Transaction to Another eContracts Agent
		Change The Status Of A Transaction
		CoListing_CoBuyers Agent Sign Using Personal Electronic Signature
		Copy - Duplicate Locked Contracts
		Copying From An Existing Contract
		Company-Business-POA-Trustee name as a Client in all Contracts
		Creating and Using Contract Templates
		Creating A New Contract
		Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
		Create Counterproposal from within the Detailed Transaction
		Customize How Clients with Contracts are Displayed
		Date and Time Contracts Were Last Modified
		Display Clients with Contracts in Property Address Order
		Editing Section of Contracts-Disclosures
		Entering Client Information in Contracts
		Hidden Contracts
		How to Know When a Contract/Document Has Been Created
		Legal Advisor In Some Parent Contracts
		Offer Received From An eContracts Agent
		Parent Contracts
		Practice Contract
		Quick Start Feature
		Save All Docs Feature
		Save Button
		Selecting or Deleting Calendar Dates in a Contract
		Seller`s Estimate Net Sheet
		Street Type and Unit Fields – How to Add and Delete
		Strikethrough Contract Text
		View and Upload CBS Received Through Integration
		View Transaction Assigned to you from Another eContracts Agent
		Virtual Office
		Where to Find Contract(s) After You Have Saved and Closed Parent Contract
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
		QM: Introduction To Interactive Contracts
		QM: Email Contracts New Share Column
		QM: Title Order-Choose What You Want To Share
		QM: Inspection Objection: New Functionality
		QM: Listing Agents: Signature Safeguard Enhancement
		QM: Sync Contract Deadlines with Calendar
		QM: Emailing Contracts: Now Each Doc is a Live Link
		QM: Integration: Sharing Docs = Auto Email
		QM: Message System: Now Displays Live Links
		QM: Transaction Integration: Docs Management Sharing
		QM: Canceling A Title Order
		QM: Creating Custom Deadlines in Utilities
	CTM One Users
		Introduction to CTM One New User
		NEW FEATURES - What's New for Software Releases and Updates
		Input New Listing
		Input New Sale
		Main Dashboard - Basic View
		Main Dashboard - Messages System
		Utilities - Top Of Utilities - Basics
		Utilities - White Board
		Utilities - Personal Info
		Utilities - Enter your Broker License! Mandatory for 2019
		Utilities - eSignature File and Settings
		Utilities - Syncing Contract Deadlines To Your Calendar
		Utilities - Email Notification Settings
		Utilities - Custom Deadlines
		Utilities - Auto Dating Deadlines Templates
		Utilities - Customizing Agent Info Displayed on Contracts
		Utilities - eContracts Settings
		Utilities - Smart eContracts Settings
		Detail Dashboard - Messages
		Detail Dashboard - Update Sale Link
		Detail Dashboard - Showing Instructions
		Detail Dashboard - Contract Deadlines
		Detail Dashboard - Adding Custom Deadlines to a Transaction
		Detail Dashboard - eCalendar
		Detail Dashboard - Contact Sheet
		Detail Dashboard - Save All Docs
		Detail Dashboard - Docs Management Convert
		TASK Feature
	Integration OR Linking Transactions
		2021 Enhancement ~ Feature Links to Force Integration Yourself
		BUY SIDE: Selling Agent Integration Requirements and Features
		LISTING SIDE: Agent Features
		Create and Share Disclosures - Automatic Feature
		Create Counterproposal from Offer Received from another eContracts Agent
		Counterproposal Received - Update Deadline Tracking System
		Create Docs and a Folder for Buyer Offer
		Email Contracts ~ New Share Column
		Enhancements ~ Offer Status-Moving Offers-Saving Notes
		Offer Received Notification
		Update Contract Deadlines from Offer Received
	Smart eContracts & Templating
		2021 Smart Commission Forms Create and Locate
		2020 Smart Commission Forms Create and Locate
		Smart eContracts - Features and Benefits
		Smart eContracts - Training Course Video
		Smart eContracts - Contact Us For Assistance
		_IMPORTANT Update
		Access to Company Templated Documents
		Adding Buyer and Buyer Agent Names to a Locked SMART Document
		Add Additional Signer(s) to a PDF Document
		Adding Signature Boxes to a PDF Document
		Change the Size of the Signature Field
		Create Personal Contract Library
		How to Sign a Smart Document
		Icons Explained
		Miscellaneous Docs Management Basics
		Non Readable PDF - Advanced Feature
		Quick Access to Smart Templated Contracts
		Readable PDF - Advanced Feature
		Signing a SMART Document
		Uploading a Document to Misc Docs Management
	Account Personal Info
		Change or Update Password
		Request a Change to Your Company Name
		Change or Update Username - The name on your account
	Account: Payments - Cancel Account Link
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
		How_To_Create_Auto_Dating_Deadline_Templates within Utilities
		How to Create Deadline Templates from within the CBS
		How to Recall an Auto Dating Deadline Template
		Weekends - Holidays in the Auto Dating Deadline Feature
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Cancel Account Instructions
	Clause Library Feature
		Creating and Viewing Personal Clause Library
		Adding Clauses to Contracts, Documents and Disclosures
	Client Access Feature
		Client Access Security Enhancement
		Create Client Access for Other Participants
	Client Database
		Adding Clients to Database from Parent Contract
		Add Notes For Clients In Your Clients Database
		Creating New Client in Clients Database
		Create Reminders in Client Database
		Create Labels and Custom Letters
		Client Type
		Client Database Fast Notes
		Editing Client Information in Clients Database
		eContracts Summary in Client Database
		Exporting Your Clients Database
		Hidden Clients In Clients Database
		Importing Your Client Database
		Navigating the Clients Database
		Preventing Duplicates in the Client Database
		Referral Notes
		Sorting Information in your Clients Database
	Closing MLS Info
	Contract Deadlines Communication Tools
		Adding Custom Deadlines to a Transaction
		Allow Team Members to View your Custom Deadlines
		Contract Deadlines Email Notification Settings
		Counterproposal Created - Update Deadline Tracking System
		Sync Contract Deadlines with Calendar
	Contract Deadlines Tracking System
		Contract Deadline Feature
		Convert Days After MEC or SSA to Calendar Dates
		Clear Data Function
		Custom Deadlines Feature
	Contract Folders
	Contract to Buy and Sell Features
		Add More Buyers_Sellers to a Parent Contract
		Add Seller(s) Name to CBS
		Copying a Contract to Buy and Sell
		Creating a Contract to Buy and Sell
		How To Create Auto Dating Deadline Templates
		Omitting Sections in the Contract to Buy and Sell
		Purchase Price Calculations
		Replace Buyer`s Agent Name and Information in the Contract to Buy and Sell
	Custom Labels and Letters Feature
	Customer Support
	Dashboard BASIC Navigation
	Disclosures - How To's
		Add Buyer(s) Name to All Disclosures at Once
		Create Disclosures for a Specific Transaction
		Custom Addendum
		Email Disclosures Received From The Listing Agent When Integrated
		Email Lead Based Paint Pamphlet with the Lead-Based Paint Disclosure or Obligation
		Recreate Original Disclosures with only the Seller`s Signature
		Send Disclosures to Buyer`s Agent that Sent an Offer through eContracts
		Title Company Data Base in Closing Instructions Document
		View and Upload Disclosures Received thru Integration
		Water Provider for Source of Water Addendum
	Docs Management System
		Add Notes to Documents
		Docs Management Uploader
		Email/Forward Documents to Docs Management
		Emailing Documents Organized Under Buyer Folders
		Miscellaneous Docs Management Folder
		Setting Up Sub Folders Under Misc. Docs Management Folder
		Using Sub Folders To Stay Organized
	Documents that can be Completed by Participants Online
		Lead-Based Paint Disclosure (Sales) Signed and Completed by all Participants
		Seller`s Property Disclosure (SPD)
	Double Ended/Sided Contract
		Creating a Double Ended/Side Contract
	eCalendar Feature
		eCalendar for All Transactions
		eCalendar for a Specific Transaction
		Create a Personal Activity/Appointment in the eCalendar
		Update eCalendar from Amend-Extend/Counter Contract
	eContact Sheet
	Email Contracts Feature
		Emailing Contracts/Disclosures
		How Your Clients Will View Docs When Emailed
		Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses
	Full Report
	Home Warranty Order Feature
	Initial Lines on Printed Contracts Feature
	Listing Transaction - SubFOLDERS
		Create and Manage Transaction Buyer FOLDERS
		Buyer Folder Email / Share Process
	Log - Notes Feature
	Message System Feature
		Create New Message
		Expand Messages
		Collapse Messages
		Deleting Messages
		Email Message Library
	Miscellaneous Contracts Folder
		Move Miscellaneous Contracts/Documents to a Particular Transaction
	Mortgage Calculator
	Navigating eContracts
		Basic Navigation thru Dashboards
		Clients With Contracts_Your Main Home Page
		Hidden Clients with Contracts Folder
	O & E Order
		View All O & E Orders Sent
	Parent Contract Templates
	PDF Print - Printing A Contract
	Printing Contracts/Documents Options
		Print Preview/Signature View
		Print Using the PDF Print Feature
		Print All PDF - Convert Multiple Docs into One PDF File
		PDF Print Link in Sent Emails
		Contract Print Out Font Color
		Date and Time Stamp on Bottom of Printed Contacts
		Adding a Frame to Printed Contracts
	Property Insurance Order Feature
	Quick Start Feature
		Create Quick Start Master Template
		Edit Quick Start Master Template
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Software Requirements
	Team Member Access
		Display Settings for Team Member Contracts
		Assign Transaction Feature
	Title Order
		Quick Minute Update: Canceling a Title Order
		Title Order: Choose What You Want To Allow/Share
		Title Order: Order Cancel Change
		Title Partners Can Upload Title Docs
	Transaction Coordinator
		Transaction Coordinator Master Settings for Agent
		Adding a Transaction Coordinator to a Specific Transaction
		Transaction Coordinator Settings For A TC Account
	Utilities General Information
		CTM eContracts Support
	Utilities Personal Settings
		Calendar Synchronization
		Contract Deadlines Email Notification Settings
		Creating Custom Deadlines in Utilities
		Auto_Dating_Deadline_Templates
		Transaction Coordinator Settings
		Company Logo
		eSignature File & Settings
		Customize The Info Displayed On Your Contracts
		eContracts Settings Under Utilities
		Smart eContracts Settings
		Account: Personal Info
		Enter your Broker License! Mandatory for 2019
		Account: Payments - Cancel Account
		Team Member Access
		SSO: Single Sign-On
	Vacation Notice Feature
	Web Initials
	Web Signature
		How Web Signatures Work
		How to Enable Web Signatures
		How to Sign with Web Signature-eSignature
		Allowing Participants Web Signature (other than your clients)
		View Signature After Contract_Disclosure_Document Has Been Signed
		Disable Font Signature Capability from all Contracts
		Help Video - How to Sign
		Web Signature Email Notification for eContracts
		Signature Received Email Notification for SMART Contracts

Introduction to CTM One New User

CTM One Users Only:

Welcome to CTMOne. You will want to contact us for a copy of the CTMOne Getting Started handout and our web training schedule. Please contact customer support at: 303-233-1918 CTMOne

Make sure to watch the video below for more information.

video:2015nj
lang:2015cs
youtube:2019jc

Introduction

Best Practices for Success

Frequently Asked QuestionsFAQ FAQs

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

Smart eContracts & Templating

1Introduction to CTM One New User

Frequently Asked Questions

Introduction to CTM One New User