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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

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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
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
  Lead-Based Paint Disclosure (Sales) Signed and Completed by all Participants
  Seller`s Property Disclosure (SPD)
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 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

Documents that can be Completed by Participants Online

Be sure to scroll down and watch the video!

There are 4 Disclosures that can be completed by Buyer/Seller or other participants online in the Print Preview version of these documents:

Seller's Property Disclosure
Green disclosure 
Lead-Based Paint Disclosure
CIC Checklist

To allow this feature you first need to Enable Web Signature for each document.

  • This can be accomplished globally by clicking on Utilities and then clicking on eContracts Settings. Check the first box to Enable CTM Web Signature and the fourth box to Enable CTM Font Web Signature. If you do not enable Font Web Signature your clients will need to use a mouse or their fingertip to draw their signature.
  • This can also be enabled for individual contracts and documents by clicking on the orange Enable Web Signature at the bottom of each document. Don`t forget to click the Save button.

NOTE: In the case of the Lead-Based Paint Disclosure, you need to type the Buyer and/or Seller's name in the editing section first and click Save. Then the appropriate info, check boxes, and signature boxes will be available for other participants in the Print Preview.

 

 


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