CTM One Users Only:
In CTM One, each transaction is reviewed and checked for compliance by your office manager, compliance officer or managing broker. They review and will mark only those documents added or uploaded to the Docs Management folder.
For all electronic documents created under your eContracts software, once you "turn in" your transaction, any electronically signed document will be converted to a PDF and added to the Docs Management folder. This saves you time!
Input New Listing video Input New Sale video
Manually Convert: Prior to the system generating a PDF and Importing a newly eSigned document, you can Manually Convert at any time. Found at the top left corner of the Docs Management folder is an orange link, Convert signed eContracts into PDF. When you click this link, the software starts running the task of checking for any eDocument that has a new eSignature on them. Once this task is completed, a box will show you all existing documents and any new document added to the Docs Management folder as a PDF.
Auto Import: Each night this system will look at all CTM One transactions, your files, and will automatically Import any electronically signed document, with a NEW Signature, right into the Docs Management folder as a PDF.
This orange link will be found in the top left side under the Docs Management folder.
Make sure to watch the video below for more information.