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Introduction

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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 - Training Course Video
  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 Link
Attend LIVE Training Courses
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

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 [email protected]

 

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 frequently asked questions by users.  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 - 6-18-24 Managing a Multiple Offer Situation

Bite-Size Learning – 3-21-24 Ordering Appraisal Gap Protection

Bite-Size Learning - 1-16-24 Transaction Coordinator Basics

Bite-Size Learning - 121423 Understanding the Power Behind the Contact Sheet

Bite-Size Learning – 91423 Contract to Buy and Sell Features

Bite-Size Learning - 71123 Ordering an O&E and Title Electronically

Bite-Size Learning - 6623 Enhanced Integration Features

Bite-Size Learning - 51723  Managing a Multiple Offer Situation

Bite-Size Learning - 4623  Working with a non-eContracts Agent

Bite-Size Learning - 32323  Creating a Clause Library & Email Message Library

Bite-Size Learning - 21523  Manufacture Home Fundamentals

Bite-Size Learning - 11223  Integration- Basic Features

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 20 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    
    • Create your MRI Training Academy account and register today, to learn all the Tips & Tricks for becoming sucessful in using your CTM Software account.
       
      • If you are unable to attend a live course, then check out our best recorded sessions:

Presented by Chris Sterkel:  Beginner         Intermediate         Advance

Course Handouts/Worksheet:                 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.

 

 

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