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Contents (Expand All)

Introduction

This help topic has a video

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

This help topic has a video

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
  Quick Minute Update: Canceling a Title Order
  Title Order: Order Cancel Change
  Title Partners Can Upload Title Docs
  Title Order: Choose What You Want To Allow/Share
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

Title Order

One important feature of CTM eContracts is the ability to electronically order your Title Documents from any one of our multiple Title Company partners. You no longer need to fax, call or email title orders separate from your CONTRACTS/ DISCLOSURES/ DOCUMENTS.


Most of the information entered in the PARENT CONTRACT will auto-populate into the online Title Order form found within the Detailed Dashboard for each transaction. You can simply order your title work with the click of a mouse, choosing a title company from the CTM Software Network.


When you order title, you will select which documents the title company can access. You can add or remove documents at any time, even after the order has been sent. The title company will receive access to those contracts /documents (that you choose) automatically with the title order. The title company can also upload documents into your account, Title Commitment, CIC Docs, Tax Cert, etc.

You can always review or update your Title Order at any time by clicking on Title Order link. You will want to review all Title help videos under this topic (Title Order) for more information about this Save Time feature.

The Title Order sub-topics are:

Title Order: Order Cancel Change Title Docs Uploaded Canceling a Title Order

To Order Title through one of our Partners, you must first navigate into a particular Detailed Transaction. Once inside the Detailed Transaction click on the Title Order link on the right-hand Detailed Dashboard.

1. Select the title company by clicking on the company logo.


NOTE: If you do not see the Title Company logo on the first screen, click on the orange ADDITIONAL TITLE COMPANIES link at the bottom of the screen. External Title Order: To order title with a title company that is not in our CTM Software Network, you need to click the orange icon EXTERNAL O&E OR TITLE ORDER

2. Select the Title Co. Branch, Title Closer and Sales Rep. You only need to choose this once.  After that the software will remember your favorite Title Company in the future unless you want to change to a different company.

3. The Title Company will receive the order form, through email, once you finish filling it out completely, save, save and save while updating and then once you are ready, click on the blue button at the very top of the screen:  Ready to send title order> Send Order to Title Co.


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