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Introduction

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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

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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Smart eContracts & Templating

Account Personal InfoThis help topic has a video
Account: Payments - Cancel Account
Auto Dating Deadlines TemplateThis help topic has a video
Auto-Correction on Disclosures/Documents Feature
Brokerage Firm Benefits of Smart TemplatingThis help topic has a video
Cancel Account Instructions
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis help topic has a video
Closing MLS InfoThis help topic has a video
Contract Deadlines Communication ToolsThis help topic has a video
Contract Deadlines Tracking System
Contract FoldersThis help topic has a video
Contract to Buy and Sell Features
Custom Labels and Letters FeatureThis help topic has a video
Customer Support
Dashboard BASIC NavigationThis help topic has a video
Disclosures - How To's
Docs Management SystemThis help topic has a video
Documents that can be Completed by Participants OnlineThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
eContact SheetThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order Feature
Initial Lines on Printed Contracts Feature
Listing Transaction - SubFOLDERSThis help topic has a video
Log - Notes FeatureThis help topic has a video
Message System FeatureThis help topic has a video
Miscellaneous Contracts Folder
Mortgage CalculatorThis help topic has a video
Navigating eContractsThis help topic has a video
O & E OrderThis help topic has a video
Parent Contract TemplatesThis help topic has a video
PDF Print - Printing A ContractThis help topic has a video
Printing Contracts/Documents OptionsThis help topic has a video
Property Insurance Order FeatureThis help topic has a video
Quick Start FeatureThis help topic has a video
Reports Feature: SOLD Transactions ReportThis help topic has a video
Saving a Contract-Document in your ComputerThis help topic has a video
Signature CertificationThis help topic has a video
Software Requirements
Team Member AccessThis help topic has a video
Title Order
Transaction CoordinatorThis help topic has a video
Utilities General InformationThis help topic has a video
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Understanding the Contract / Management System

CTM eContracts is a powerful software that allows agents/brokers to create contracts, disclosures, SMART documents and custom addendums and manage every aspect of a transaction, electronically!

This is a paperLESS system!

In eContracts, Listing and Sales contracts are referred to as Parent Contracts. It is important to understand that the Client Name and the Property Address will be populated into all associated documents, disclosures, and templated SMART contracts from the PARENT LISTING or SALES CONTRACT; therefore, we recommend that you create a Parent Contract,  first and foremost for all types of transactions you are starting. 

NOTE:  Including New Build, Relocation and Manufactured Home!

 

There are nine Parent Contracts in your account:  4 Listing contracts and 6 Sale contracts

Listing: EXCLUSIVE RIGHT-TO-SELL LISTING CONTRACT

Listing: EXCLUSIVE RIGHT-TO-LEASE LISTING CONTRACT

Listing: EXCLUSIVE RIGHT-TO-BUY LISTING CONTRACT

Listing: EXCLUSIVE TENANT LISTING CONTRACT

 

Sales: CONTRACT TO BUY AND SELL-Residential

Sales: CONTRACT TO BUY AND SELL-Income-Residential

Sales: CONTRACT TO BUY AND SELL-Commercial

Sales: CONTRACT TO BUY AND SELL-Land 

Sales: CONTRACT TO BUY AND SELL-Foreclosure 

This means that once any PARENT CONTRACT has been created,  the DISCLOSURES you add to that transaction will auto-populate the client(s) name and the address (unless you have created the Buyer Agency) into the DISCLOSURES.

If the Client Name or Property Address is changed in the PARENT CONTRACT, the change will occur in the additional DISCLOSURES/DOCUMENTS automatically once you click the SAVE button.

IMPORTANT NOTE: Changes to the Client Name and Property Address can only be made when all documents in the Detailed Transaction are UNLOCKED. There can be NO LOCKED DOCUMENTS, either in the transaction or under the hidden folder.


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