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Introduction

This help topic has a video

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

Integration OR Linking Transactions

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Smart eContracts & Templating

Account Personal InfoThis help topic has a video
Account: Payments - Cancel Account
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

Best Practices for Success

Welcome to CTM Software! 

Below are recommendations for learning and using your CTM Software most effectively! And "Tips" for managing all transactions successfully

Please feel free to share with us your own Best Practices.  Email specifics to us at admin@ctmsoftware.com

 

TOPIC: Integration

  • Managing a Multiple Offer Situation:  Make sure that you understand how to eliminate the possibility that your seller(s) electronically sign(s) more than one offer at a time. 

Information Video:     Managing a Multiple Offer Situation

  • 2021 New Enhancement - Feature Links to Force Integration Yourself:  These two new feature links are now available for both the Selling Agent and the Listing Agent.  You will use this feature once Integration (linking) has been attempted, but not successful.

Information Video:     Feature Links to Force Integration Yourself

 

TOPIC: FAQ's

  • Frequently Asked Questions:  Click on this Topic Heading and review the TOP 14 frequently asked questions by our clients.  You may have the same question(s).  We have the answers ready for you and recommended videos to review.  Whether you are a "self-help" learner or you are working during our off hours, this topic review will "save you time".  

 

TOPIC: BITE-SIZE Learning

Bite-Size Learning - 72221  (Parent) Contract Templates

Bite-Size Learning - 6821 eCalendars & Deadline Tracking

Bite-Size Learning - 9121 Enhanced Integration Features

Bite-Size Learning - 111021  Changing A Contract After It’s Locked

Bite-Size Learning - 12921 Adding Participants To A Transaction

TOPIC: Attend LIVE Training Courses

  • Training Courses:  Be sure to attend each training level.  Check out the Training Calendar for our topic outlines and course schedule.  Together, our trainers have over 15 years of experience in the Real Estate business and CTM Software.  You will learn the concept and power of the software by attending each class:  Beginner, Intermediate and Advance Q&A
     
    • If you are unable to attend a live course, then check out our best recorded sessions:

Presented by Chris Sterkel:  Beginner         Intermediate         Advance

 

Presented by Sylvia Fox:      Beginner         Intermediate         Advance

Course Handouts:                 Beginner         Intermediate         Advance Flyer

TOPIC: Receive 2 Hours of Continuing Education Credit Each Year

  • CE Credit:  Our LIVE Beginner, Intermediate and Advance eContracts Classes are approved for 2 hours of Real Estate Continuing Education (CE Credits) per agent, per fiscal year.  Be sure to attend a refresher course each year! 
  • Take note of the compliance requirements from the Real Estate Commission.  Click Here to review the CE Credit Requirements for Online Course document.