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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
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

Parent Contract Templates

Be sure to scroll down and watch the video!

Parent Contract Templates Can SAVE You A Lot Of Time!

We recommend creating a PARENT CONTRACT-Listing TEMPLATE  a PARENT CONTRACT-Sale (CBS) TEMPLATE and a PARENT CONTRACT-Buyer Agency TEMPLATE

 

How To Create Your Template

1.     Click on CREATE NEW CONTRACT link

2.     Select the radio button for the name of the Parent Contract

3.     Click the Create Selected Contracts button

The EDITING Section of your new contract will come up in its own window or tab of your browser. Complete this document with the basic/general information that you use in your contract.

TIP: In the name field of the contract type in either Listing Template or Sales Template or a more specific name if you wish.

TIP: Take the Date out of your template.  Be sure to click on the Calendar icon and locate the CLEAR button.

TIP: You may want to put the YEAR in the last name field so your templates sort to the top of your client list on your Main homepage (Digital Filing Cabinet).  Also, MIDDLE NAME DOES NOT APPEAR on your client list, so you may want to put the entire template name in the First Name field.

How To Use Your Template, so you do not lose your template

Each time you get a call for help, and you go directly to, Create a New Contract to create the Parent Contract, once that contract opens in its own window/tab, you will populate in the information from the template by clicking the orange Create by copying from an Existing Contract link, found under the date in each contract.

TIP: Always READ what is in RED: Put your clients name in the correct fields and then click the SAVE button.  Then the radio buttons, notes, provision language in your template will populate into your new contract as the page refreshes itself.

This will Save You Time! by completing the basic information in the new contract.

Check out this BITE-SIZE Learning webinar:  Bite-Size Learning - 72221  (Parent) Contract Templates  28:14

 

 

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