When creating CLOSING INSTRUCTIONS, be sure to locate and click on the orange save time link, CTM Title Co. Database. A pop-up box will come up with a list of Title Companies.
You can search for the Title Company Name or by the first name of the Closer you wish to select. Type in either the company name or the name of the closer and click on the blue arrow to the right of the search field.
Once your find the title company, address and contact, click on the blue link to the left of the list.
The information will then auto-populate under the Closing Company name and at the end of the CLOSING INSTRUCTIONS. This information will include the Closer / Sales Rep contact information you chose from the database.
Single Point of Entry ~ This Saves You Time! All information will populate in the Detailed Dashboard for this transaction under: Closing MLS Info and the eContact Sheet. When you click on the link to Email Contracts you will see your Title Company contact available with a box next to their name so you can easily select them as a recipient of emails and/or documents.