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Introduction

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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 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
  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 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

Counterproposal Created - Update Deadline Tracking System

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You can easily update your Contract Deadlines Tracking System from a Counterproposal you create.

If you have updated the deadlines under the Contract Deadlines Tracking System, once you have gone under contract, and some or all of those original dates need to be changed, do not miss the check box found at the top of the Dates and Deadline section of the Counterproposal to automatically update the tracking system and the eCalendars.  

Once you check the box and click Save on the document, the changed dates will be updated so you will not be notified of any wrong original dates.

IF THE TRANSACTION IS INTEGRATED - Listing Agent
If the transaction has been integrated, the listing agent can use the green link in the integration box to Update Contract Deadlines from the offer. This will update both the Contract Deadlines Tracking system and the eCalendars. 

To quickly create a Counterproposal to change dates based on the offer integrated, click on the green link, Create Counterproposal for this Offer.

The Contract Deadline Tracking System feature can be further updated from this Counterproposal that you create by checking the Update Contract Deadlines Tracking box found just above the Dates and Deadlines section of the Counterproposal. This checkbox is on the right side of the document just above the Dates and Deadlines in the Counterproposal. This box can be checked anytime during the transaction. If you forgot to check the box at the time you created this document, just re-open the electronic document, check the box and click the Save button. This feature will work even after the Counterproposal has been signed and locked by any party of the transaction.

WHEN THE TRANSACTION IS INTEGRATED - Selling Agent
After the Listing agent has Allowed the Buyer`s Agent to view the Counterproposal, the Buyer`s Agent can update their Contract Deadline Tracking system with a single click. You will find the shared Counterproposal under, View Disclosures from Listing Agent.  Click on the document name to open it for review.

To update any date change(s) to your tracking system you will simply click the green link next to the document Update Contract Deadlines from Counterproposal.


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