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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

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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

Property Insurance Order Feature

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Property Insurance

CTM Software is partnered with a variety of insurance companies.

You can now request quotes and insurance services electronically. You can also send your clients the Insurance Quote Form to be completed by your client online.

1. On a Detailed Dashboard click on the Insurance Order link on the right side
2. Click on the appropriate logo denoting the Insurance Company you wish to use. The logos indicate the companies that are CTM Software Network Partners.
3. Click on the drop-down boxes to select branch and representative
4. Click NEXT
5. Choose one of three ways to complete an order

There are 3 ways to order Insurance services. All three are indicated in blue at the top of the order form.

a. You can send to the Insurance Agency your Client information and a representative will contact your client to provide the Insurance Quote
b. Send the Insurance Quote Order Form to your Client. Your client will complete online and send it to the Insurance Agency electronically.
c. The agent will complete this Insurance Order Form and send it to the Insurance Agency by clicking on Send Insurance Order button at the top of the screen

NOTE: If you do not have an email address for your client in your Parent Contract, in Options 1 and 2 you will see a message in red indicating that an email address is needed to complete the task. Even if your CONTRACT TO BUY AND SELL or EXCLUSIVE RIGHT TO SELL LISTING CONTRACT is locked, you may still open it and type the Client's email address(es) in the administrative section of the contract and click Save. Then the email address(es) will be populated correctly into the eContact sheet, and the Insurance Order process can be completed.

Once an agent completes option #3 (completing the Insurance Order form and sending it to the Insurance company), the following note will appear: Insurance Order Form Order sent to Agency on mm/dd/yy.



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