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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

This help topic has a video

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 Link
Attend LIVE Training Courses
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
  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
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

Add Seller(s) Name to CBS

Be sure to scroll down and watch the video!

There are two ways to add the Seller(s) name(s) to the Contract to Buy and Sell.

The first and best way to add seller:

Use the Save Time Feature found under the Property Section of the CBS.  this feature will allow you to Import the Seller(s) Name(s) and other public information pulled from the Listing Agreement.  Always search under the CTM by Address tab.

NOTE:
1.  Search by Street Number using the actual street  number or TBD, Lot # or using the Wild Card asterisks *****
2.  Under the Street Name Field, put in only a partial street name.  This would be the first letter or number of the street name.
3.  Then put in the city.  If the property does not appear, you may want to change or try a different city.
 

Second way to add seller:

Type the name right into the admin section of the CBS even after the contract has been signed and locked.

NOTE:  You will put the first and any middle name/initial in the First Name field and the last name in the Last Name field.

 

 

 

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