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