User Guide
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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

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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  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

Update Contract Deadlines from Offer Received

The listing agent can update the Contract Deadlines from the CONTRACT TO BUY AND SELL received. This is possible WHEN the transactions are Integrated.

If this is the case, then the Listing Agent can update the contract deadlines into the Detailed Listing Transaction.

This feature will eliminate the need to manually enter all the deadline dates.

How this Feature works: (Functionality - Conditions)

1. Both agents must be using eContracts and the transactions must be Integrated

2. The Listing Agent will automatically be able to access this feature once the Buyer`s Agent sends the CONTRACT TO BUY AND SELL to the Listing Agent`s email address on file with eContacts

3. The Property Address in the CONTRACT TO BUY AND SELL must EXACTLY match the EXCLUSIVE RIGHT TO SELL Property Address. If these conditions have been met, then both agents will be able to view an Integration Window/Box beneath the list of CONTRACTS/DISCLOSURES/DOCUMENTS in their individual accounts.

The Listing Agent will see the following green links/options:
View Offer - CBS Contract Sign this Offer
Update Contract Deadlines
Allow Buyer`s Agent to View Disclosures/Documents
Place offer in Docs Management
Update Buyer and Selling Agent info in C Sheets
Create Counterproposal for this offer
Create Agree. to Amend/Extend for this offer
Create Inspection Resolution for this offer
Create Disclosures & Folder for this Buyer`s offer

The second green link will permit the Listing Agent to update Contract Deadlines.

You may wish to review the videos Offer Received from an eContracts Agent and Enhancements: Offer Status, Moving Offers, Saving Notes for additional information regarding these features.


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