Be sure to scroll down and watch the video!
This feature allows a Real Estate Agent and a Transaction Coordinator the ability to keep track of all contract deadlines based on the dates that are entered into a contract. When the CONTRACT TO BUY AND SELL is created, the Contract Deadlines are auto populated into your Contract Deadline Tracking System.
Once Dates/Deadlines are input into the Contract, CTMeContracts will monitor those deadlines and display warnings under the Contract Deadlines link, indicating how many days a deadline, the software thinks, is overdue.
Deadline dates will also auto populate into the three calendar choices. You may have selected for syncing your deadlines to the calendar you look at everyday - Outlook, Google, iCal.
If you have set up your Contract Deadlines Email Notifications under Utilities, the system will send you an email reminder or reminders as well. When you set up this function under Utilities you can request a reminder up to 15 days in advance of a deadline and also on the due date.
When deadlines are overdue, the Contract Deadlines link on the Detail Dashboard will display like this with a red dot:
• Contract Deadlines
Once a deadline or task is completed, or is no longer due, the contract deadline system needs to be updated by clicking on Contract Deadlines from the Detailed Dashboard. For each completed deadline you will need to check the box under the Completed column and click Save. By keeping your tracking system updated, the system will help you manage your contract deadlines.
Your client can check the status of their transaction through the eCalendar that you email them without the need to call you.
NOTE: The system works in the same way for a Listing Contract, tracking the day that it was created and the day the listing expires.
For a listing transaction, if you are integrated or linked with the Buyer`s Agent, then you can click on the green link to Update Contract Deadlines and the Contract Deadlines Tracking System will update from the offer that was emailed and linked with you.
You can also update the Contract Deadlines Tracking System by checking the box above the Dates/Deadlines in a COUNTERPROPOSAL and/or an AMEND-EXTEND.
If you are on the SALE side of the transaction and you are shared a COUNTERPROPOSAL, you can click on the green link Update Contract Deadlines from Counterproposal.
NOTE: If you receive an offer from a non-CTMe agent or you are not Integrated/Linked for any reason, then you must manually input the dates into the Contract Deadlines link found on the Detailed Dashboard.
IMPORTANT: Each Deadline will automatically populate into all the eCalendars by default. If you don`t want each deadline to populate to the calendars, you need to uncheck the box Monitor Contract Deadlines (located on the top left corner of the Contract Deadlines page).
Monitor Contract Deadlines