CTM One Users Only:
This feature will help you to calculate your contract deadlines dates, check for weekends - holidays, save your settings templates and populate the dates into the contract, in an instant.
Create Templates: You can create your own templates for different contracts deadlines scenarios. To do so, click on Create New Template, then type the Template Name and indicate the day and selection for every item, finally click Save and Display Date or Save and Insert Dates buttons to save your settings. You can create as many templates as you need.
Select Template: To select a different template, just select the template you would like to work with from the drop-down menu template box and your selections will be displayed automatically.
You can populate the deadlines based on 3 selections:
Contract Date: All calculations will be from this date forward. It will add the selected (days) for every item to the contract date.
Closing Date: All calculations will be from this date backwards. It will deduct the select (days) for every item to the closing date.
MEC or SSA: This will populate the selected (days) and it will add the description - # Days After MEC or SSA
1) Indicate the Contract Date and/or Closing Date
2) Select the Date Type (Contract , Closing, MEC) for every item.
3) Select the Days for every item.
4) Click Save and Display Dates to view the week date name before they are inserted into the contract, or just click Save and Insert Dates to insert them into the contract.
Important: Any time you click on Save and Display Dates or Save and Insert Dates, your setting will be saved. E.g.: Let us take the Loan Application Deadline; if you select from Contract Date and select 5 Days, this info will be saved for the next contract.
Weekends & Holidays: The system can check for weekends and holidays for every item and if the date falls on a weekend or holiday, the system will automatically move the item date to the next business day. If the date has been moved due a Weekend, a yellow blinking icon will be displayed. In the case of a holiday, the blinking icon will be red.
This feature can be set on or off, to do so check or uncheck the box located on top of the auto dating deadlines window. Check for Weekends & Holidays for all items
Make sure to watch the video below for more information.