User Guide
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Introduction

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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

  Introduction to CTM One New User
  NEW FEATURES - What's New for Software Releases and Updates
  Input New Listing
  Input New Sale
  Main Dashboard - Basic View
  Main Dashboard - Messages System
  Utilities - Top Of Utilities - Basics
  Utilities - White Board
  Utilities - Personal Info
  Utilities - Enter your Broker License! Mandatory for 2019
  Utilities - eSignature File and Settings
  Utilities - Syncing Contract Deadlines To Your Calendar
  Utilities - Email Notification Settings
  Utilities - Custom Deadlines
  Utilities - Auto Dating Deadlines Templates
  Utilities - Customizing Agent Info Displayed on Contracts
  Utilities - eContracts Settings
  Utilities - Smart eContracts Settings
  Detail Dashboard - Messages
  Detail Dashboard - Update Sale Link
  Detail Dashboard - Showing Instructions
  Detail Dashboard - Contract Deadlines
  Detail Dashboard - Adding Custom Deadlines to a Transaction
  Detail Dashboard - eCalendar
  Detail Dashboard - Contact Sheet
  Detail Dashboard - Save All Docs
  Detail Dashboard - Docs Management Convert
  TASK Feature

Integration OR Linking Transactions

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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

TASK Feature

CTM One Users Only:

This feature allows your company to create a customized list of tasks to be completed by a designated user (Agent, Transaction Coordinator, Office Manager or Managing Broker) while managing the file.

Users will have access to a “snapshot” view of all tasks being completed, by whom and when.

Accountability and File Completeness is key!

Here`s a breakdown of how the feature works:

Found on the MAIN Dashboard - You`ll see a link for TASKS. When you hover over the TASKS link a drop-down appears with the customized list of tasks for that user, associated with any “turned in” LISTING or SALE.

The number associated with the task name represents the number of transactions that this task needs to be completed for. When a task name is clicked on from the drop-down, a screen will come up listing the properties that task needs to be completed for.

Once the property address is clicked on, a screen will come up with the list of transaction tasks. Check the box(s) for each task that has been completed and click the save button at the bottom of the page. Once saved, the initials for the person who has completed or reviewed the task appears along with a date and time stamp.

When you return to the MAIN Dashboard and hover over the TASKS link, the number associated with that task will decrease until all properties with that task have been completed and reviewed.

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