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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
  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 Link
Attend LIVE Training Courses
Auto Dating Deadlines Template
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 to your ComputerThis help topic has a video
Signature Certificate This 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 Information
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

Create Docs and a Folder for Buyer Offer

Be sure to scroll down and watch the video!

As the Listing Agent, you can Create and Manage your transactions by creating Sub-Folders!

When you create a folder for a Buyer, this sub-folder will keep all documents/disclosures you put the buyers' names into.  This helps you to stay organized.

Integrated Offer?

Create a set of disclosures and a folder by clicking on the green link, Create Disclosures & Folder for this Buyer's offer

Paper or DocuSign Offer?

1)  Click on the orange link, Organize Documents by Buyer's Nam, to create the sub-folder

2)  Click on the orange link, Recreate the original Disclosures with only the Sellers Signature For Multiple Offers

3)  Type in the Buyers names

4)  Click the drop down to Move them to this Folder

5)  Click each document box to recreate a set of documents for this buyer only

6)  Click the blue Recreate Documents button

 

Best Practice:  You can name your sub-folders anything you choose.  Create 1 folder for the buyer your sellers want to work with and then create additional folders to organize, for example, Backup Offer, Office Manager Docs, Title Docs, Contractor Bid and Receipts, EPA Brochures and Listing Photos.....

Important:  When emailing offers to your clients, it is recommended to email them the PDF documents first.  Watch this video on the Best Practice when dealing with Multiple Offers

 

 

 

 

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