Real Estate help topics and videos

Search

Contents (Collapse All)

	Introduction
	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
		Copy - Duplicate Locked Contracts
		Copying From An Existing Contract
		Creating A New Contract
		Creating and Using Contract Templates
		Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
		Create Counterproposal from within the Detailed Transaction
		Entering Client Information in Contracts
		Hidden Contracts
		How to Know When a Contract/Document Has Been Created
		Parent Contracts
		Quick Start Feature
		Practice Contract
		Save All Docs Feature
		Seller`s Estimate Net Sheet
		View and Upload CBS Received Through Integration
		View Transaction Assigned to you from Another eContracts Agent
		Where to Find Contract(s) After You Have Saved and Closed Parent Contract
	Quick Minute Updates
		QM: Emailing Contracts: Now Each Doc is a Live Link
	CTM One Users
		NEW FEATURES - What's New for Software Releases and Updates
		Main Dashboard - Messages System
		Utilities - Personal Info
		Utilities - Enter your Broker License! Mandatory for 2019
		Utilities - eSignature File and Settings
		Utilities - Custom Deadlines
		Utilities - Auto Dating Deadlines Templates
		Detail Dashboard - Messages
		Detail Dashboard - Contract Deadlines
		Detail Dashboard - Adding Custom Deadlines to a Transaction
		Detail Dashboard - eCalendar
		Detail Dashboard - Save All Docs
		Detail Dashboard - Docs Management Convert
		TASK Feature
	Integration OR Linking Transactions
		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
		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
		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
		Create Personal Contract Library
		How to Sign a Smart Document
		Non Readable PDF - Advanced Feature
		Quick Access to Smart Templated Contracts
		Signing a SMART Document
		Uploading a Document to Misc Docs Management
	Account Personal Info
	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 Templating
	Clause Library Feature
		Creating and Viewing Personal Clause Library
		Adding Clauses to Contracts, Documents and Disclosures
	Client Access Feature
		Create Client Access for Other Participants
	Client Database
		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
		eContracts Summary in Client Database
		Importing Your Client Database
	Contract Deadlines Communication Tools
		Adding Custom Deadlines to a Transaction
		Counterproposal Created - Update Deadline Tracking System
	Contract Deadlines Tracking System
		Contract Deadline Feature
		Custom Deadlines Feature
	Contract Folders
	Contract to Buy and Sell Features
		Add More Buyers_Sellers to a Parent Contract
		Copying a Contract to Buy and Sell
		Creating a Contract to Buy and Sell
		How To Create Auto Dating Deadline Templates
	Custom Labels and Letters Feature
	Disclosures - How To's
		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
		View and Upload Disclosures Received thru Integration
	Docs Management System
		Email/Forward Documents to Docs Management
		Miscellaneous Docs Management Folder
		Setting Up Sub Folders Under Misc. Docs Management Folder
		Using Sub Folders To Stay Organized
	Double Ended/Sided Contract
		Creating a Double Ended/Side Contract
	eCalendar Feature
		Create a Personal Activity/Appointment in the eCalendar
		Update eCalendar from Amend-Extend/Counter Contract
	Email Contracts Feature
		Emailing Contracts/Disclosures
		Adding Buyers, Sellers, Listing-Buyers Agent, Lender and Title Co. email Addresses
	Full Report
	Home Warranty Order Feature
	Listing Transaction - SubFOLDERS
		Create and Manage Transaction Buyer FOLDERS
	Log - Notes Feature
	Message System Feature
		Create New Message
		Email Message Library
	Miscellaneous Contracts Folder
	Navigating eContracts
		Clients With Contracts_Your Main Home Page
	Parent Contract Templates
	Printing Contracts/Documents Options
		Adding a Frame to Printed Contracts
	Quick Start Feature
		Create Quick Start Master Template
		Edit Quick Start Master Template
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Title Order
		Title Order: Choose What You Want To Allow/Share
	Transaction Coordinator
		Transaction Coordinator Settings For A TC Account
	Utilities Personal Settings
		Creating Custom Deadlines in Utilities
		Auto_Dating_Deadline_Templates
		Company Logo
		eSignature File & Settings
		eContracts Settings Under Utilities
		Enter your Broker License! Mandatory for 2019
	Vacation Notice Feature
	Web Signature
		Allowing Participants Web Signature (other than your clients)
		Disable Font Signature Capability from all Contracts

Full Report

Be sure to scroll down and watch the video!

The Full Report feature is located on the Detailed Dashboard for each transaction.

This report contains all the transaction information, including what documents were created or uploaded, when they were created or uploaded, contract deadlines, custom deadlines, Closing MLS info, all messages, and log notes.

All these items are stored in this one centralized document. The information in a Full Report is generated automatically from all the items on the Detailed Dashboard.

NOTE: You do not write directly into the Full Report.

IMPORTANT: A Full Report or Transaction Report is included when you use the Save All Docs-File/CD feature. You can also print the Full Report to either a PDF or hard copy by select Print on the upper right-hand side of the Full or Transaction Report.

video:2012cs
lang:2021cs

Introduction

Best Practices for Success

Frequently Asked QuestionsFAQ FAQs

Understanding the Contract / Management System

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

Smart eContracts & Templating

Full Report

Frequently Asked Questions