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Introduction

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
  _IMPORTANT Update
  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
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
  Auto_Dating_Deadline_Templates
  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

Frequently Asked Questions

Top 14 FAQ`s
 

1. How do I get my transaction linked/integrated with another CTM eContracts agent’s transaction?


ANSWER:

Requirement #1: The Buyer’s Agent must have the exact same property address in their Contract to Buy and Sell (CBS) as the Listing Agent has in their Listing Agreement.

Requirement #2: The Buyer’s Agent must email the Contract to Buy and Sell (CBS) from their CTM eContracts account to the Listing agent’s email address used in CTM eContracts.
 
Note for Buyer’s Agent: When creating the CBS, click on the Save Time! link (in the CBS), then use the default tab Search CTM by Address. If you find the Listing was created in CTM eContracts, this feature allows you to populate relevant information into your CBS, such as the Property Address, County, Legal, Seller’s Names, Parking, Storage, Association, Listing Agent’s Name, Listing Agent’s email address, etc.
Click to Quickly Review Information Videos:

Introduction to Integration/Linking Transactions

Transaction Integration Buyer Agent Features and Requirements




2. How do I share documents with the other Agent?


ANSWER:

Option #1: Once linked/integrated, an integration box appears on the Detailed Transaction View page. The integration box has the other Agent’s name in it and a green link that reads, Allow Buyer’s/Listing Agent to View Disclosures/Docs. Click on this green link. Select the documents to share. Click SAVE. The other agent will receive an email notifying them that you have shared a document(s).

Option #2: Once linked/integrated, on your Email page you will find a Share column (with check boxes) next to the document(s). Select a document(s) to share and then click the button at the bottom of the page that reads Email-Share Selected Docs. The other agent will receive an email notifying them that you have shared document(s).

Note: These instructions are for sharing documents with the other Agent, not sharing documents with your Client.

Click to Quickly Review Information Videos:

Quick Minute Update: Email Contracts New Share Column

Email Contracts New Share Column

 


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3. I am changing broker companies, what do you need from me?


ANSWER:

Option #1: A link is provided in your account to initiate a broker change. Click on the Utilities link (located on a Main or Detailed Dashboard), then click on the Account Personal Info link. Next, click on the link (click HERE to request a change in your company name) in the middle of the Edit Personal Info page. Fill in the popup box as requested. Send request.

Option #2: Email a written request directly to: support@CTMsoftware.com

Note: After we receive your request, we will update your account with your new broker office name and logo, emailing you upon completion. Our reply email will ask you to login to your account, click on the Utilities link, then click on the Account Personal Info link. In our reply email, you will be asked to update your broker office address, phone numbers, and fax number. At that time, please double check your new broker company name and logo.

Click to Quickly Review Information Videos:

Request a Change to Your Company Name

Account Personal Info

 


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4. What is a quick way to add the Buyer’s name(s) to all my disclosures, so that I can share or email them to the Buyer’s Agent?


ANSWER:

Option #1: If you are linked/integrated with the Buyer’s Agent, you can click on the green link in the integration box that reads, Create Disclosures & Folder for this Buyer’s offer. The Buyer’s name(s) will appear in a popup box and now check the box to Create a New Folder. Select the documents you would like to recreate, click Recreate Documents button. The system will create a folder and add the Buyers names to the documents you have chosen.

Option #2: If you are not linked/integrated, you are still able to easily add the Buyer’s names to your disclosures. You can click on the orange links located on the Detailed Transaction View page (below the list of electronic contracts you created).
 
Click on the Recreate the original Disclosures with only the Sellers Signature For Multiple Offers link, if you would like to create multiple sets of disclosures for multiple Offers/Buyers. This feature allows you to Recreate listing disclosures/documents that have been signed by the Seller and add the Buyer Names when creating new disclosures.
 
Or click on the Add Buyer’s Name to Disclosures link for a Single Offer. This feature allows you to add the Buyer’s Name to all existing disclosures at once. (The Buyer’s Name will only be added to documents that have not been signed by the Buyer).
Click to Quickly Review Information Videos:

Recreate the Original Disclosures with only the Seller`s Signature

Create Disclosures & Folder for this Buyer`s offer

Adding Buyers Names to a Locked SMART Document

Add Buyers Name to All Disclosures at Once

 


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5. On my Email page, I don’t see my document to attach to my outgoing email. What am I doing wrong?


ANSWER:

Listing Agents: If you have created Buyer or Organization Folder(s) in your transaction, then click and open those folders which also appear in the Email page, to see more documents that are available to email.

Click to Quickly Review Information Videos:

Buyer Folder Email

Create and Manage Transaction Buyer FOLDERS

Emailing Documents Organized Under Buyer Folders

Setting Up Buyer Folders Under Misc. Docs Management Folder

Using Buyer Folders To Stay Organized

 


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6. Why isn’t my Client’s email address appearing on my Email page?

ANSWER:

Add your client’s email address to the admin section of your Parent Contract.

Open the Contract to Buy and Sell, Listing Agreement, or Buyer Agency parent contract, scroll down the web page to the admin section and type in the email address(s) field and click SAVE. Your client’s email address will now show on your Email page. (You can add/edit email addresses in parent contracts, even if they are signed and locked).

Note: It is fine to update your Client Database with your client’s email address, but that will not automatically put their email address on your Email page.

Click to Quickly Review Information Videos:

Email Contracts Feature

Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses

 

 

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7. How do I get my Lender and/or Title Closer/Rep’s email address to appear on my Email page, so I don’t have to type them in each time I want to send them an email?

ANSWER:

On the Detailed Dashboard, click on the Closing MLS Info link and add their email addresses to the appropriate section near the bottom of the Closing MLS Info page, then click SAVE. You will now see their email addresses on your Email page.

Click to Quickly Review Information Videos:

Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses

 


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8. How do I upload a document to my transaction?

ANSWER:

Click on the Docs Management link on the Detailed Dashboard.

Click on the Add New Document link, at the top of page.

Click the Upload box.

Click in the Cloud box.

Browse your computer for the document(s) you want to upload. Highlight the document(s).

Click on the Open button at bottom of the page.

Scroll down this next view until you see the blue Upload button, (you can rename your document at this time), and then click the Upload button. Document(s) will upload into your Docs Management folder.

Click to Quickly Review Information Videos:

Docs Management Folder_Docs Uploader

Smart eContracts - Uploading A PDF Document to Miscellaneous Docs folder

Title Partners Can Upload Title Docs

View and Upload Contract to Buy and Sell Received from an eContracts Selling Agent

View and Upload Disclosures Received from an eContracts Listing Agent

 


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9. How do I add a Signature box/field to a PDF document, using the SMART eContracts feature?

ANSWER:

First upload your document as a PDF document into your Docs Management folder (see Question #8 above). To begin, click on the Docs Management link on the Detailed Dashboard. Locate your PDF document in the Doc Management folder and click on the white paper with the globe icon to enable Smart eContracts.

Scroll down your document to the first blank signature line where you want to add a Signature box.

On the Menu ( left side of your screen): click Edit Fields, then click the drop-down arrow and select the appropriate Contact Name (for the Signer).

Next, hover over and left click on the word Signature (holding the left click down) the drag your mouse to the signature line and drop the Signature box. A Date box comes over with the Signature box. (It is the box that appears to the right of the newly added Signature box). You will want to adjust/move the Date box to the appropriate location, do so by clicking on it and dragging/moving it. (Resize each box/field using the arrows)

To add the signers printed name below the signature field, click on the Signature box, next click on the wrench icon  that appears, and finally click on Add Field For Signer Name. Size and position the Signer’s printed name box that you have just added. Click SAVE on the Menu.

Always, save your work before you close your document.

Click to Quickly Review Information Videos:

Smart eContracts - Adding Signature Boxes To The PDF Document

Smart eContracts - Change the Size of the PDF Signature Box

Smart eContracts - Uploading A PDF Document to Miscellaneous Docs folder

 


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10. How do I enter a Company Name or a Trust Name in my contracts?

ANSWER:

Open a Contract to Buy and Sell, Listing Agreement, or an Exclusive Right to Buy Listing Agreement (Buyer’s Agency). Scroll down the contract to where you enter your client’s names and find the link [Click here to Enter Company Name/Trust Name].

Click on this live link to access the 550-character field, and type in the Company Name or Trust Name. Additional fields now appear to the right of the Name fields, so you can type in the appropriate Titles of all signers.

Click to Quickly Review Information Videos:

Company - Business - POA - Trustee name as a Client in all Contracts

 


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11. I am unable to login today. How do I login?

ANSWER:

Option #1: Use a search engine (ex. Google). Type in CTM eContracts and search. Select CTM eContracts – Next Generation of Interactive Digital Real Estate Contracts. Fill in Login and Password fields.

Option #2: Open a Browser (i.e. Firefox, Google Chrome) type in www.ctmecontracts.com in the browser address bar at the top of your screen, then click Enter. Fill in Login and Password fields.

Note: If you forgot your password, click on the Forgot your password? link (located under the login fields). If you forgot your login, please contact Customer Support: (303) 233-1918 or email your request to support@ctmsoftware.com


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12. Why can`t my Seller(s) sign the Contract to Buy and Sell (CBS)?

ANSWER:

It could be any of the following:

- Buyer’s Agent may need to enable web signatures in their CBS.

- Seller might be clicking the PDF Print icon , instead of the blue CONTRACT live link in the email.

- The Buyer’s Agent may need to add the Seller’s name(s) in their CBS. (The Buyer Agent can still add the Buyers Names even after the Sellers have signed)

Click to Quickly Review Information Videos:

Add Seller(s) Name to CBS

How to Enable Web Signatures

Allowing Participants Web Signature (other than your clients)

Help Video - How to Sign

 


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13. How do I Copy/Duplicate a locked contract, so that I can make changes in the new one?

ANSWER:

Click on the Copy/Duplicate locked contracts of this transaction only link located on the Detailed Transaction View page (under the list of electronic contracts that you created). Clicking on this link will display ALL locked documents in a popup box. You can then select your locked contract(s) and click the Copy - Duplicate Documents button in the bottom right corner of the popup box. The system will create an exact copy of your contract(s) with no signatures.

Note: If you are trying to edit the client Name(s) or Address in a Parent Contract, you will need to delete the locked contract before you will be able to save any changes in the new contract. (Deleted contracts will reside in the Deleted Contracts folder on your Main Dashboard)

Click to Quickly Review Information Videos:

Copy - Duplicate Locked Contracts

 


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14. How do I add more Buyers or Sellers to a Parent Contract (Contract to Buy and Sell, Listing Agreement, and/or the Exclusive Right-To-Buy Listing Contract)? There are only a certain number of fields to type Names into, and sometimes I have more Names than fields.

ANSWER:

In the parent contracts, look for these links: [Add more Buyers] [Add more Sellers]

Click on these links and additional Name fields will appear.

Click to Quickly Review Information Videos:

Add More Buyers_Sellers to a Parent Contract

Smart eContracts - Add Additional Signer(s) to the PDF Document

 


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