Real Estate help topics and videos

Search

Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
	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
	Smart eContracts & Templating
	Account Personal Info
	Account: Payments - Cancel Account Link
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Cancel Account Instructions
	Clause Library Feature
	Client Access Feature
	Client Database
	Closing MLS Info
	Contract Deadlines Communication Tools
	Contract Deadlines Tracking System
	Contract Folders
	Contract to Buy and Sell Features
	Custom Labels and Letters Feature
	Customer Support
	Dashboard BASIC Navigation
	Disclosures - How To's
	Docs Management System
	Documents that can be Completed by Participants Online
	Double Ended/Sided Contract
	eCalendar Feature
	eContact Sheet
	Email Contracts Feature
	Full Report
	Home Warranty Order Feature
	Initial Lines on Printed Contracts Feature
	Listing Transaction - SubFOLDERS
	Log - Notes Feature
	Message System Feature
	Miscellaneous Contracts Folder
	Mortgage Calculator
	Navigating eContracts
	O & E Order
	Parent Contract Templates
	PDF Print - Printing A Contract
	Printing Contracts/Documents Options
	Property Insurance Order Feature
	Quick Start Feature
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Software Requirements
	Team Member Access
	Title Order
	Transaction Coordinator
	Utilities General Information
	Utilities Personal Settings
	Vacation Notice Feature
	Web Initials
	Web Signature

Utilities - White Board

CTM One Users Only:

This feature automatically notifies all company agents, once per day, by email of New Listings, Price and Status Changes. This is a great communication tool.

Office Managers and Brokers can post training schedules and office meetings on the White Board.

Company Agents can post new messages and attach documents to the White Board.

Make sure to watch the video below for more information.

video:2014nj
lang:2021cs
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

Utilities - White Board

Frequently Asked Questions