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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
  Transaction Coordinator Master Settings for Agent
  Adding a Transaction Coordinator to a Specific Transaction
  Transaction Coordinator Settings For TC Account
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

Transaction Coordinator

This is a Quick Minute Video

In addition to this video, it is recommended that you review all three sub-topic help videos:

Transaction Coordinator Master Settings for Agent
Adding a Transaction Coordinator to a Specific Transaction
Transaction Coordinator Settings for TC

Transaction Coordinator Master Settings for Agent

You can send a transaction to your Transaction Coordinator through eContracts. The first step to enable this process is to select the Transaction Coordinator(s) in Utilities.
1. Your transaction coordinator needs to have an eContracts account for them to appear on the list of CTM Transaction Coordinators.
2. Click on Utilities and then under Personal Settings click on Transaction Coordinator Settings.
3. Click on Add New Transaction Coordinator
4. Locate the Transaction Coordinator by First Name or Location.
5. Click on the radio button next to the Transaction Coordinator you wish to add to your settings.
6. Check which settings you would like for this Transaction Coordinator (i.e., Set as your Preferred TC and or Allow TC to receive contract deadline email notifications).
NOTE: You will need to scroll to the very bottom of the list to find these selections.
7. Click Save Selection
8. Once you review your selection you will need to click on Save Settings

Note: Adding a TC to your preferred TC settings does NOT mean that this TC will have access to all of your transactions. To allow a TC to have access to a transaction, you must select the TC from the Transaction Detail Dashboard.

If you wish to remove a TC, you will click on the box next to Remove this TC from list. Then click on Save Settings

Adding a Transaction Coordinator to a Specific Transaction 

1. From the main menu click on Client`s Name
2. Click on the Property Address of the transaction you want to send to the transaction coordinator.
3. Now you are in the Detailed Transaction. Click on Transc. Coordinator on the right-hand Detailed Dashboard.
4. From the drop-down box, choose which TC you want to handle this transaction.
5. There will be a check box to "Allow to receive contract deadline email notifications".
The option you chose in Utilities will automatically display. If you do not want that option for this transaction either check or uncheck the box to reflect your needs for this transaction.
6. Click Save Settings
7. The Transaction Coordinator will receive an email notifying him or her of the transaction.

Transaction Coordinator Settings for TC

To view agents that have Assigned you as their preferred Transaction Coordinator go to Utilities and click on Transaction Coordinator. This will display all agents that have selected you as a Preferred TC.

To view transactions assigned to you by agents:

1. Go to the main page of Clients with Contracts Displayed by Client Last Name. The agents/clients that have assigned transactions to you will be displayed in alphabetical order. If you want to display them by address, click on Display By Address towards the top/left of the screen.

2. Click on the Agent Name. Then click on the Property Address.

3. You then will see the list of all CONTRACTS/ DISCLOSURES/ DOCUMENTS that an agent has created for this Detailed Transaction.

4. Click on Transc. Coordinator on the Detailed Dashboard to the right.

5. Check which settings you would like for this Transaction:
Allow Agent to View My Custom Deadlines and/or
Allow Agent to Receive my Custom Deadline Email Notifications

6. To add your Custom Deadlines to a transaction, click on Custom Deadlines on the Detailed Dashboard to the right.

7. Then click on Add My Custom Deadlines at the top. You can select which Custom Deadlines you want to add individually or check the Select All. Then Click on Add Deadlines to Transaction.
NOTE: You will need to do this for each transaction that you receive from an agent.

8. The eCalendar will now show the custom deadlines that you have added.

9. The eCalendar can now be displayed by Status. Click the down arrow at the top left of the eCalendar to choose which status you want.

10. Now when you create the eContact Sheet it will have your information on it. When the eContact Sheet is emailed it will show that it is from you with your logo in the email.


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