User Guide
Search
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
  2021 Enhancement ~ Feature Links to Force Integration Yourself
  BUY SIDE: Selling Agent Integration Requirements and Features
  LISTING SIDE: Agent Features
  Create and Share Disclosures - Automatic Feature
  Create Counterproposal from Offer Received from another eContracts Agent
  Counterproposal Received - Update Deadline Tracking System
  Create Docs and a Folder for Buyer Offer
  Email Contracts ~ New Share Column
  Enhancements ~ Offer Status-Moving Offers-Saving Notes
  Offer Received Notification
  Update Contract Deadlines from Offer Received

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

Integration OR Linking Transactions

Be sure to scroll down and watch the video!

Our Integration feature allows Agents to share documents with one another when both are eContracts agent's vs emailing documents back and forth.

Watch the Help Video Tutorials:

LISTING SIDE: Agent Features         and        BUY SIDE: Selling Agent Features and Requirements to better understand all the features available to you on either side of the transaction.

  • Buyer Agents can search for a listing created by an eContracts Listing Agent and quickly copy pertinent data such as property address, county and legal description, the Seller(s) name and Listing Agent information, water right, association fees, parking and storage information right into the CONTRACT TO BUY AND SELL. **Use the SAVE TIME feature in the CONTRACT TO BUY AND SELL to locate the listing under the CTM by Address tab. Once the listing information has been located, click on the blue PROPERTY ADDRESS link to populate the CBS.

 

  • Listing Agents can track deadline dates from the offer received through Integration, allow the Buyer`s Agent to view DISCLOSURES, create a PDF version of the offer, update the eContact Sheet with one-click and create a COUNTERPROPOSAL and/or AMEND/EXTEND for the offer(s) received.

The Transaction Integration Process has several time saving features for both the Listing and Selling Agents.

1. You can Change Offer Status to INACTIVE for your offer as the Buyer`s Agent or for those multiple offers which are not accepted by your client as the Listing Agent. By changing Offer Status, you will not be deleting a previous offer but hiding it.

2. As the Listing Agent, you can now stay very organized and efficient by Moving or Saving Integrated Offers right into a Buyer`s Transaction Folder.

3. You can Save Notes concerning each offer. This benefits you, your Co-Lister or Transaction Coordinator.

NOTE:  When you are Integrated with another CTM eContracts agent, you can share documents you have uploaded into the Docs Management Folder.

NOTE:  At the time that you ALLOW the other agent to view electronic or Docs Management documents, an automatic email notification will now be sent to both integrated agents. This means that you will have documentation in your personal email account that you have successfully shared documents with the correct integrated agent.



video:2012cs
lang:2021cs