Client Information is entered into CTMeContracts once. This is a Single Point of Entry software.
Up to 8 Buyers/Sellers can be added to Parent Contracts.
Getting Started with a New Client
In the case of a new client, you can input the client’s information in two ways:
1. Create a Record for your client under the Clients Database first (Recommended)
Enter the client in the Clients Database first and then bring it into the Contract. The client will be considered an Existing Client for the purpose of bringing the info into the contract. The Client’s info will be more complete in the Clients Database, with email address, client type, reminders, etc. See details under the Client Database topic.
NOTE: You can pull in the client’s information when you enter Buyers/Seller in the contract. To do so click on the orange Client Database link in the section of the parent contract where you enter the client's name(s). A window will open displaying your client list. Select the client you wish to add to the contract and click go. All the client’s information (names, address, phone, etc.) will automatically populate into the contract.
2. Add or Update TO the Client Database
If the client information was typed into the contract and you wish to add this client to your Clients Database, you can add them as one or separate clients:
As One Client: The first and second clients can be added to the database as one client by marking the checkbox to the right of Add to Client Database: Client 1st and 2nd as one Client (e.g., husband & wife)
Separate Clients: To add the clients as separate clients into the client database (e.g., two investors) mark the checkbox next to the name for each name: Add or Update Client Database
Adding Business, POA or Trustee Names to Contract
1. Click on Click here to Enter Company Name/Trust Name
2. Type the name of the company in this box
3. Type the name of the signer in the First Name, Middle Name and Last Name box
4. Type in the title of the signer (POA, Trustee, President etc.)
To Remove Company Name:
1. Highlight the company name
2. Click delete key on your keyboard
3. Click the SAVE button
NOTE: If you select both boxes “Add to Client Database: Client 1st and 2nd as one Client” and “Add to Client Database”, the client record will be added twice to the Clients Database, once with both clients under Client1 and then Client2 as a separate entry.
As mentioned above you can type the client’s information directly into the contract and save it in your Clients Database, but it is recommended to input the client’s information in your Clients Database first. When you create a contract, you can bring the information into the contract using the Client Database link. ALWAYS be sure to click the blue SAVE button.
NOTE: If you have pulled client’s information into a contract from the Clients Database and saved it, any changes made to the Clients Database WILL NOT appear in the contract that has already been created and saved. The changes to that client in the Clients Database will reflect only in new contracts created after the client’s information was changed.