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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

eContact Sheet

Be sure to scroll down and watch the video!

The eContact Sheet is found on the Detailed Dashboard of every one of your transactions.

This sheet includes all the parties in your transaction.

NOTE:  The eContact Sheet should be emailed to the Title Company and the Lender once a transaction goes under contract.  Just click on the orange Email eContact Sheet located at the top-right of the eContact Sheet.

NOTE:  You can also allow your clients, title and lender to view this information through Client Access.

Review the Help Video Tutorial: Client Access to learn about how to set-up this feature for your client.

The information in the eContact Sheet will automatically populate your clients personal information from the Parent CONTRACT TO BUY AND SELL, RIGHT-TO-SELL LISTING, EXCLUSIVE RIGHT-TO-BUY, etc.

You can also input agent, buyer/seller, lender and title company/closer contact data into the Closing MLS info in a Detailed Transaction. This will auto-populate into the eContact Sheet. Within the Closing MLS Info Sheet, you will find links to the CTM RE Agent Database, CTM Lender-Mortgage Database and CTM Title Co. Database.

To add additional contacts to the eContact Sheet

1. Click on the eContact Sheet link on your Detailed Dashboard
2. Click on Add Contact at the top left of the eContact Sheet
3. This will take you to the bottom of the screen where you can add Insurance, Home Warranty Company, Appraiser, Inspector, HOA, etc. You may select these participants by clicking on the orange CTM Database link to display various types of service providers already stored within CTM.
4. You may also add Contacts that are not related to a particular database but are specific to the Detailed Transaction such as a personal attorney, family member, etc.
5. Be sure to click on Add Contacts. To add contact information such as an additional email address or a secondary contact for a Mortgage Company, click on Add-Edit Notes/Comments under each contact. Use can use this area to add additional information.
 

 


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