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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 Link
Attend LIVE Training Courses
Auto Dating Deadlines Template
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 to your ComputerThis help topic has a video
Signature Certificate This 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 Information
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

Parent Contracts

Be sure to scroll down and watch the video!

In CTMeContracts there are 9 PARENT CONTRACTS

Before using this software, it is important to understand the benefits/features of “Parent Contracts”.

eContracts is designed to populate information from the PARENT CONTRACT into all associated DISCLOSURE/DOCUMENTS including the eContact Sheet and the Closing MLS Info Sheet.

This is a SAVE TIME feature because it provides Single Point of Entry. It also ensures that your data is consistent from document to document.

To create a transaction folder for a client, company, estate, relo company etc., you must first create a PARENT CONTRACT.

Each PARENT CONTRACT creates a Detailed Transaction folder based on Client Name(s) and Property Address.

Once the Detailed Transaction has been created, then you can add additional DISCLOSURES/DOCUMENTS:

1) From your MAIN page click on the orange CREATE NEW CONTRACT link
2) Highlight the desired PARENT CONTRACT
3) Click Create Selected Contracts button  
4) This will open the PARENT CONTRACT in a separate browser window/tab
5) Input the Client Name(s) and Property Address
6) Click the blue SAVE button
7) Continue filling out the contract and continue to click SAVE often. There is NO AUTO SAVE.

 

In the Detail Transaction View:

To create additional DISCLOSURES/DOCUMENTS click on the orange CREATE NEW CONTRACT (for this property) in the top middle section of the screen. All new documents will be auto populated with the Client Name(s) and Property Address.


NOTE: If you create an electronic document that is not linked to a PARENT CONTRACT, it will be found under the MISCELLANEOUS CONTRACTS folder.  This is accessed by clicking on the blue link in the middle top of the MAIN Home page.

NOTE: If you create a SMART document that is not linked to a PARENT CONTRACT, it will be found under the MISCELLANEOUS DOCS MANAGEMENT folder.  This is accessed by clicking on the link name found on the MAIN Dashboard.


You may wish to view additional Parent Contract videos for more information, including:

Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses

Parent Contract Templates

Adding Clients to Database from Parent Contract


 

 


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