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Introduction

This help topic has a video

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

This help topic has a video
  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 InfoThis help topic has a video
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
Clause Library Feature
  Creating and Viewing Personal Clause Library
  Adding Clauses to Contracts, Documents and Disclosures
Client Access FeatureThis help topic has a video
  Create Client Access for Other Participants
Client DatabaseThis help topic has a video
  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 ToolsThis help topic has a video
  Adding Custom Deadlines to a Transaction
  Counterproposal Created - Update Deadline Tracking System
Contract Deadlines Tracking System
  Contract Deadline Feature
  Custom Deadlines Feature
Contract FoldersThis help topic has a video
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 FeatureThis help topic has a video
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 SystemThis help topic has a video
  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 ContractThis help topic has a video
  Creating a Double Ended/Side Contract
eCalendar FeatureThis help topic has a video
  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 ReportThis help topic has a video
Home Warranty Order Feature
Listing Transaction - SubFOLDERSThis help topic has a video
  Create and Manage Transaction Buyer FOLDERS
Log - Notes FeatureThis help topic has a video
Message System FeatureThis help topic has a video
  Create New Message
  Email Message Library
Miscellaneous Contracts Folder
Navigating eContractsThis help topic has a video
  Clients With Contracts_Your Main Home Page
Parent Contract TemplatesThis help topic has a video
Printing Contracts/Documents OptionsThis help topic has a video
  Adding a Frame to Printed Contracts
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
Title Order
  Title Order: Choose What You Want To Allow/Share
Transaction CoordinatorThis help topic has a video
  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 FeatureThis help topic has a video
Web SignatureThis help topic has a video
  Allowing Participants Web Signature (other than your clients)
  Disable Font Signature Capability from all Contracts

Reports Feature: SOLD Transactions Report

Be sure to scroll down and watch the video!

Take advantage of Saving Time when applying for a personal loan or you are preparing your quarterly and end of year taxes!

Click on the Reports feature found on the Main Dashboard.

For any time frame, you can quickly create two types of reports:

1) All Transactions: this is a list of all transactions you have created over time.  This is a great way to track your marketing plan.

2) Sold Transactions: this is a list of all Sold transactions and includes all you need to complete Quarterly and Annual Taxes.

NOTE:  These reports are only as accurate as the information you document under your Closing MLS Info feature and you Status you have selected for all transactions.

You will want to make sure and view two videos under the Help Video Tutorial:  Closing MLS Info and Change The Status Of A Transaction

  

 

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