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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

This help topic has a video

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
  Emailing Contracts/Disclosures
  How Your Clients Will View Docs When Emailed
  Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses
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

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

Be sure to scroll down and watch the video!

SALE SIDE:  Selling Agent, Buyers, and Listing Agent email addresses are populated from the CONTRACT TO BUY AND SELL.

If these email addresses were not entered in the CONTRACT TO BUY AND SELL and the contract is locked, you can still enter the Listing Agent, and Buyer's email addresses into the data fields at the bottom of the contract. You can also enter this information into the Closing MLS Info screen located on the Detailed Dashboard.

LISTING SIDE:  Seller`s email addresses are populated from the EXCLUSIVE RIGHT-TO-SELL LISTING CONTRACT.

When a listing goes Under Contract, the email address for the Buyers, Buyer`s Agent, Lender and Title Company can be entered into the Closing MLS Info screen located on the Detailed Dashboard.

NOTE:  If the Listing Agent is INTEGRATED/LINKED with the Buyer`s Agent, the Listing Agent can click on the green link, Update Buyers and Selling Agent Info in C. Sheet

This link will automatically update the eContact Sheet and Closing MLS Info. Once the eContact Sheet is updated, any participants listed in the eContact Sheet will auto-populate to the EMAIL.

NOTE:  If CLOSING INSTRUCTIONS are created and the Title Company Information and Closer`s email address are put into the contact, this will automatically populate to the Closing MLS Info and eContact Sheet for that Detailed Transaction.


To send emails to participants:
1. Check the box next to the name of the participant you wish to receive the email
2. Select the CONTRACT/DISCLOSURE/DOCUMENT by checking the boxes to the right of each document
3. Click Email Selected Docs button


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