User Guide
Contents (Collapse All)


This help topic has a video

Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

  Add Notes to Contracts Created
  Adding a CoLister or CoBuyers Agent to Contracts
  Allow Listing Agent To View Documents
  Allow Buyer's Agent to View Documents
  Assign a Single Transaction to Another eContracts Agent
  Change The Status Of A Transaction
  CoListing_CoBuyers Agent Sign Using Personal Electronic Signature
  Copy - Duplicate Locked Contracts
  Copying From An Existing Contract
  Company-Business-POA-Trustee name as a Client in all Contracts
  Creating and Using Contract Templates
  Creating A New Contract
  Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
  Create Counterproposal from within the Detailed Transaction
  Customize How Clients with Contracts are Displayed
  Date and Time Contracts Were Last Modified
  Display Clients with Contracts in Property Address Order
  Editing Section of Contracts-Disclosures
  Entering Client Information in Contracts
  Hidden Contracts
  How to Know When a Contract/Document Has Been Created
  Legal Advisor In Some Parent Contracts
  Offer Received From An eContracts Agent
  Parent Contracts
  Practice Contract
  Quick Start Feature
  Save All Docs Feature
  Save Button
  Selecting or Deleting Calendar Dates in a Contract
  Seller`s Estimate Net Sheet
  Street Type and Unit Fields – How to Add and Delete
  Strikethrough Contract Text
  View and Upload CBS Received Through Integration
  View Transaction Assigned to you from Another eContracts Agent
  Virtual Office
  Where to Find Contract(s) After You Have Saved and Closed Parent Contract

Interactive Electronic Contracts-Documents

This help topic has a video

Quick Minute Updates

  QM: Introduction To Interactive Contracts
  QM: Email Contracts New Share Column
  QM: Title Order-Choose What You Want To Share
  QM: Inspection Objection: New Functionality
  QM: Listing Agents: Signature Safeguard Enhancement
  QM: Sync Contract Deadlines with Calendar
  QM: Emailing Contracts: Now Each Doc is a Live Link
  QM: Integration: Sharing Docs = Auto Email
  QM: Message System: Now Displays Live Links
  QM: Transaction Integration: Docs Management Sharing
  QM: Canceling A Title Order
  QM: Creating Custom Deadlines in Utilities

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

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

  2021 Smart Commission Forms Create and Locate
  2020 Smart Commission Forms Create and Locate
  Smart eContracts - Features and Benefits
  Smart eContracts - Contact Us For Assistance
  Access to Company Templated Documents
  Adding Buyer and Buyer Agent Names to a Locked SMART Document
  Add Additional Signer(s) to a PDF Document
  Adding Signature Boxes to a PDF Document
  Change the Size of the Signature Field
  Create Personal Contract Library
  How to Sign a Smart Document
  Icons Explained
  Miscellaneous Docs Management Basics
  Non Readable PDF - Advanced Feature
  Quick Access to Smart Templated Contracts
  Readable PDF - Advanced Feature
  Signing a SMART Document
  Uploading a Document to Misc Docs Management
Account Personal InfoThis help topic has a video
  Change or Update Password
  Request a Change to Your Company Name
  Change or Update Username - The name on your account
Account: Payments - Cancel Account Link
Auto Dating Deadlines Template
  How_To_Create_Auto_Dating_Deadline_Templates within Utilities
  How to Create Deadline Templates from within the CBS
  How to Recall an Auto Dating Deadline Template
  Weekends - Holidays in the Auto Dating Deadline Feature
Auto-Correction on Disclosures/Documents Feature
Brokerage Firm Benefits of Smart TemplatingThis help topic has a video
Cancel Account Instructions
Clause Library Feature
  Creating and Viewing Personal Clause Library
  Adding Clauses to Contracts, Documents and Disclosures
Client Access FeatureThis help topic has a video
  Client Access Security Enhancement
  Create Client Access for Other Participants
Client DatabaseThis help topic has a video
  Adding Clients to Database from Parent Contract
  Add Notes For Clients In Your Clients Database
  Creating New Client in Clients Database
  Create Reminders in Client Database
  Create Labels and Custom Letters
  Client Type
  Client Database Fast Notes
  Editing Client Information in Clients Database
  eContracts Summary in Client Database
  Exporting Your Clients Database
  Hidden Clients In Clients Database
  Importing Your Client Database
  Navigating the Clients Database
  Preventing Duplicates in the Client Database
  Referral Notes
  Sorting Information in your Clients Database
Closing MLS InfoThis help topic has a video
Contract Deadlines Communication ToolsThis help topic has a video
  Adding Custom Deadlines to a Transaction
  Allow Team Members to View your Custom Deadlines
  Contract Deadlines Email Notification Settings
  Counterproposal Created - Update Deadline Tracking System
  Sync Contract Deadlines with Calendar
Contract Deadlines Tracking System
  Contract Deadline Feature
  Convert Days After MEC or SSA to Calendar Dates
  Clear Data Function
  Custom Deadlines Feature
Contract FoldersThis help topic has a video
Contract to Buy and Sell Features
  Add More Buyers_Sellers to a Parent Contract
  Add Seller(s) Name to CBS
  Copying a Contract to Buy and Sell
  Creating a Contract to Buy and Sell
  How To Create Auto Dating Deadline Templates
  Omitting Sections in the Contract to Buy and Sell
  Purchase Price Calculations
  Replace Buyer`s Agent Name and Information in the Contract to Buy and Sell
Custom Labels and Letters FeatureThis help topic has a video
Customer Support
Dashboard BASIC NavigationThis help topic has a video
Disclosures - How To's
  Add Buyer(s) Name to All Disclosures at Once
  Create Disclosures for a Specific Transaction
  Custom Addendum
  Email Disclosures Received From The Listing Agent When Integrated
  Email Lead Based Paint Pamphlet with the Lead-Based Paint Disclosure or Obligation
  Recreate Original Disclosures with only the Seller`s Signature
  Send Disclosures to Buyer`s Agent that Sent an Offer through eContracts
  Title Company Data Base in Closing Instructions Document
  View and Upload Disclosures Received thru Integration
  Water Provider for Source of Water Addendum
Docs Management SystemThis help topic has a video
  Add Notes to Documents
  Docs Management Uploader
  Email/Forward Documents to Docs Management
  Emailing Documents Organized Under Buyer Folders
  Miscellaneous Docs Management Folder
  Setting Up Sub Folders Under Misc. Docs Management Folder
  Using Sub Folders To Stay Organized
Documents that can be Completed by Participants OnlineThis help topic has a video
  Lead-Based Paint Disclosure (Sales) Signed and Completed by all Participants
  Seller`s Property Disclosure (SPD)
Double Ended/Sided ContractThis help topic has a video
  Creating a Double Ended/Side Contract
eCalendar FeatureThis help topic has a video
  eCalendar for All Transactions
  eCalendar for a Specific Transaction
  Create a Personal Activity/Appointment in the eCalendar
  Update eCalendar from Amend-Extend/Counter Contract
eContact SheetThis help topic has a video
Email Contracts Feature
  Emailing Contracts/Disclosures
  How Your Clients Will View Docs When Emailed
  Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses
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
  Create and Manage Transaction Buyer FOLDERS
  Buyer Folder Email / Share Process
Log - Notes FeatureThis help topic has a video
Message System FeatureThis help topic has a video
  Create New Message
  Expand Messages
  Collapse Messages
  Deleting Messages
  Email Message Library
Miscellaneous Contracts Folder
  Move Miscellaneous Contracts/Documents to a Particular Transaction
Mortgage CalculatorThis help topic has a video
Navigating eContractsThis help topic has a video
  Basic Navigation thru Dashboards
  Clients With Contracts_Your Main Home Page
  Hidden Clients with Contracts Folder
O & E OrderThis help topic has a video
  View All O & E Orders Sent
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
  Print Preview/Signature View
  Print Using the PDF Print Feature
  Print All PDF - Convert Multiple Docs into One PDF File
  PDF Print Link in Sent Emails
  Contract Print Out Font Color
  Date and Time Stamp on Bottom of Printed Contacts
  Adding a Frame to Printed Contracts
Property Insurance Order FeatureThis help topic has a video
Quick Start FeatureThis help topic has a video
  Create Quick Start Master Template
  Edit Quick Start Master Template
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
  Display Settings for Team Member Contracts
  Assign Transaction Feature
Title Order
  Quick Minute Update: Canceling a Title Order
  Title Order: Choose What You Want To Allow/Share
  Title Order: Order Cancel Change
  Title Partners Can Upload Title Docs
Transaction CoordinatorThis help topic has a video
  Transaction Coordinator Master Settings for Agent
  Adding a Transaction Coordinator to a Specific Transaction
  Transaction Coordinator Settings For A TC Account
Utilities General Information
  CTM eContracts Support
Utilities Personal Settings
  Calendar Synchronization
  Contract Deadlines Email Notification Settings
  Creating Custom Deadlines in Utilities
  Transaction Coordinator Settings
  Company Logo
  eSignature File & Settings
  Customize The Info Displayed On Your Contracts
  eContracts Settings Under Utilities
  Smart eContracts Settings
  Account: Personal Info
  Enter your Broker License! Mandatory for 2019
  Account: Payments - Cancel Account
  Team Member Access
  SSO: Single Sign-On
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video
  How Web Signatures Work
  How to Enable Web Signatures
  How to Sign with Web Signature-eSignature
  Allowing Participants Web Signature (other than your clients)
  View Signature After Contract_Disclosure_Document Has Been Signed
  Disable Font Signature Capability from all Contracts
  Help Video - How to Sign
  Web Signature Email Notification for eContracts
  Signature Received Email Notification for SMART Contracts

NEW FEATURES - What's New for Software Releases and Updates

CTM eContracts is constantly upgrading, adding new features and enhancements.
Enjoy all the new features that CTM eContracts has to offer.
NOTE: When upgrades are implemented it will not affect the performance of the system and will not bring the system down.
Smart eContracts Enhancements: Add Buyer Agent to Smart eContracts 1/20/2022

NOW we have the ability to add the Buyer Agent name to Smart eContracts .

This feature has been added to the Add Buyers feature in Docs Management for Listing transactions.

Click Here To Review The Details

Watch This Video Click Here

Strikethrough in 2022 CBS Contracts 1/20/2022
The strikethrough functionality has been added to the five Contracts to Buy and Sell.

The CBS contracts will now use the new strikethrough functionality that is used in the listing contracts.

The option to activate Strikethrough is located below the navigation tool bar on the right side of the contract.

Selecting the Strikethrough link will Activate the Strikethrough functionality.

Click Here To Review The Details
NEW 2022 Commission Contracts & Forms 1/1/2022

Click Here To Review The 2022 How to Access and Locate Smart eContracts

Click Here To Download The 2022 Smart Guide With Step-by-Step Directions

Click Here To Review The 2022 CTM eContracts - Explanation of New Year Release Features

To Watch A Short Video Click Here

eSignature File & Settings ~ UPGRADE 11/7/2021
We all know that staying in compliance with the Real Estate Commission is paramount, so we have made it easier for you to upload your professional signature into your account real-time! This Saves You Time

Take A Minute To Watch This Signature Upload Feature Video Click Here
2021 New Integration Enhancement - Feature Links to Force Integration Yourself 6/23/2021

To Watch This Video Click Here

• New feature links are now available for both the Selling Agent and the Listing Agent

• Use this feature once Integration (linking) has been attempted, but was not successful

• Each Agent using eContracts can now link to the other Agent’s transaction (once an Offer has been emailed properly)

Successful Integration means both Agents will have time saving features available in their respective eContracts transactions.

Watch On YouTube Click Here

Back to the Top

NEW 2021 Commission Contracts & Forms 1/1/2021

Click Here To Download The 2021 Smart Guide For Step-by-Step Directions

***Watch this SHORT Video for more information on finding and locating the new SMART Commission Manufactured Homes CBS

Click Here

For more information on managing the Manufactured Homes transaction,

Click Here To Download The Manufactured Homes CBS Smart Guide For Step-by-Step Directions

***Watch this Extended Video for more information on managing the new SMART Commission Manufactured Homes CBS Transaction

Click Here

Back to the Top

New Functionality: Strikethrough In Listing Contracts and the Buyer Agency ONLY 2/4/2020
We know that the Strikethrough feature is a must for many of us. This Feature has been Enhanced for the new 2020 Listing Contracts and Buyer Agency.

Benefits of New Functionality: There is a new look and feel to the Strikethrough feature and the benefits of this new version:

1) Provides the strike of any/all language in the contracts
2) Very simple to navigate with less steps. Click on the Strikethrough link found on the navigation tool bar to activate the feature.
3) Just highlight the word(s) or letters and click the ADD button
4) To undo any strike, just highlight the word(s) or letters and click the REMOVE button

Caution: Anytime you strike language in a contract/document, double check the accuracy.


Back to the Top

Signature Received Email Notification for SMART Contracts 1/3/2020
NOTE: These Web Signature Notifications are a little different. The email address will state being from: MRI Software

You will always receive an email when any SMART Contract has been signed electronically by your client(s) and in the case of the Affiliated Agreement or Wire Fraud documents, you will know when the other party has signed or initialed.

Signature Received Email Notifications are sent to the Email address you established under Utilities in the Account: Personal Info link. The electronic address you provide in Email1 is the email address that will receive these notifications.

Every Signature Received Email Notification provides the Document/Contract Name, Transaction Address and Signer Name.
NOTE: The Date & Time stamp will reflect in the corner of the email depending on your email reader.

Back to the Top

NEW 2020 Commission Contracts & Forms 12/31/2019

***Watch this Video for more information on finding and locating SMART Commission Contracts, Company Documents and Attorney Addendum

Click Here To Download The 2020 Smart Guide For Step-by-Step Directions

To Watch This Video Click Here

Back to the Top

Quick Access To The Top 14 FAQ`s 12/30/2019
Click Here To Access The Most Frequently Asked Questions

Some of the questions include:
1. How do I get my transaction linked/integrated with another CTM eContracts agent’s transaction?
2. I am changing broker companies, what do you need from me?
3. Why isn’t my Client’s email address appearing on my Email page?
4. How do I upload a document to my transaction?
5. How do I add a Signature box/field to a PDF document, using the SMART eContracts feature?
Mid-Year Commission Update: Closing Instructions and Contracts to Buy and Sell 6/26/2019

The new Closing Instructions and Contracts to Buy and Sell, required as of July 1, 2019, are now available.
Adding Buyers Names to a Locked SMART Document 6/14/2019

To Watch This Video Click Here

This newest feature relates to any company template that requires both the seller, and eventually the buyer, to sign. Generally, the SMART document this refers to will be a published company template, such as the Affiliated Business Agreement.

NOTE: You are only allowed to add Buyer Names to a locked SMART Document,

1) When you are working a listing transaction
2) The company template was created for both parties to sign

***Watch this Video for more information. This feature will now Save You Time by allowing you to Quickly Add Buyer Names to a SMART Company Document

Back to the Top

Important Process Change Under Create New Contract Link 5/28/2019
Docs Management Upload File Size 8/1/2018
The file upload feature supports uploading a maximum of 10 files at one time, and each file can be up to 20MB.

The following file types are supported: ppt, pptx, pdf, txt, csv, xls, xlsx, doc, docx, jpg, jpeg, gif, tif, tiff, png, bmp, mht, zip

Back to the Top


Quick Minute Update:
Email Contracts New Share Column

To Watch This Video Click Here

In this quick minute video we will introduce you to this enhanced feature, which is sure to Save You Time! when you are Integrated (linked) with another CTMeContracts Agent.

If you would like a personal email message to accompany the document(s) you are sharing or allowing access to, then this is your solution.

You will find the SHARE Column under the Email Contracts link in your Detail Transaction View.

The trick is that you will need to put a check in the box of at least one document under the Email column for both the personal email message and documents to share correctly.

NOTE: Always double check that you completed this feature correctly by clicking on the Messages link found on the Detailed Dashboard and review the Date/Time Stamped message(s) sent.
Client Access Feature: Enhancement 6/29/2017

To Watch This Video Click Here

This feature allows you to send a secure link for 24/7 document access, to your clients or any associated participant to a transaction.

We have enhanced the security of this feature. Now, when you un-check the box not to include the password , you will provide an additional level of safety by texting or calling your client with their generated password.

Participants will be able to access complete transaction information such as eContracts docs/DOCUMENTS, PDF docs , eCalendar and eContact Sheet from one single screen. Therefore, you won`t have to send separate emails for your client to access eContracts docs, PDF Files/other files in Docs Management, the eContact Sheet and the eCalendar.

To learn more about Client Access, click on the Help Video Tutorial link, search and review the complete feature video.

Back to the Top

Ordering TITLE: New Functionality! 5/1/2017

To Watch This Video Click Here

1) Choose which documents the title company can view!

When you order title, you can now select which documents the title company can access.
You can add or remove documents at any time, even after the order has been sent.

2) The Title Co. will be notified by email when you allow them to view additional documents.

Each time you create a new eContracts document or upload a document to Docs Management that the Title Co. will need access to, you will need to go back to the title order and select the box for that document.
The Title Co. will then have access to that document, and most importantly eContracts will automatically send an email to the Title Co., notifying them that a new document has been added.

***Watch this Video for more information. This feature will now Save You Time by allowing you to pick and choose only those documents you want to provide to your Closer and communicate seamlessly with your Closer when a document changes the Title.
SMARTeContracts: Features & Benefits 12/6/2016

To Watch This Video Click Here

Smart eContracts is a new feature/product in Docs Management and allows you to create your own interactive digital contract library.

Once a PDF document is uploaded into Docs Management and you click the globe icon, you will have a whole host of custom fields you can "drag n drop" on to the PDF.

New Custom Fields Include:
Signature Field
Initial Field
Text Boxes
Check Boxes
Radio Buttons
Strike-through Line or Areas
Adding Additional Pages

The flexibility of this feature is endless.

Make sure to watch the video and attend a LIVE webinar to learn more about Smart eContracts.

Back to the Top

New Functionality: Save Time Search in CBS 12/5/2016
We know that the Save Time feature helps us save time by auto populating public information from an existing CTM listing agreement and/or the selected MLS data source into the Contract. This Feature has been Enhanced!

Benefits of New Functionality: There is a new look and feel to the Save Time feature and the benefits of this new version:
1) Improve the Integration Process
2) Provide Accurate MLS Data
3) 4 tabs now allow you to select your primary source of data to import into the Contract

Search CTM by Address
Search MLS By Address
Search MLS By ID
Search MLS Pushed Properties

Caution: Anytime you auto populate data in to a contract/document, double check the accuracy.
(Update) MLS Integration: CTMeContracts is now integrated with the following MLS` 12/1/2016
Aspen Glenwood MLS
CREN MLS (Servicing 17+ counties and six REALTOR® Board Associations including: Gunnison, Montrose, Alamosa, Durango, Pagosa Springs, Cortez, Telluride, Del Norte etc.)
Denver REColorado/Matrix MLS
Grand County MLS
Grand Junction MLS
Pueblo MLS
ROCC MLS (REALTORS of Central Colorado) (Poncha Springs, Alamosa, Canon City, Bailey, Buena Vista, Salida, Fairplay etc.)
Summit County MLS
Vail MLS

Now when creating a CBS Contract To Buy and Sell you can Search for properties in eContracts and the above MLS` simultaneously. You can choose to populate data from MLS Data Source and/or eContracts Data Source.

Back to the Top

NEW Functionality: Emailing Docs to Docs Management 4/13/2016
click to watch video Click to open video tutorial
Now, when you email documents to a transaction Docs Management Folder, you no longer need the subject line, just the email address.

New benefits:

1) You just need to copy and paste the email address. Before we had to copy and paste the email address and subject line.

2) As the agent, you will receive an email indicating all the documents that have been uploaded. This email has a hyper link for every document so you can open the docs from this email.

3) In the Docs Management Folder each document will indicate who emailed the documents.

4) The upload speed has increased tremendously. Now when you send docs, they will get uploaded right away.

5) You can send an unlimited number of docs with a max of 50Mb per email.