User Guide
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Contents (Expand All)

Introduction

This help topic has a video

Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

This help topic has a video

Smart eContracts & Templating
Account Personal InfoThis help topic has a video
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
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis 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
Custom Labels and Letters FeatureThis help topic has a video
Disclosures - How To's
Docs Management SystemThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order 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
Navigating eContractsThis help topic has a video
Parent Contract TemplatesThis help topic has a video
Printing Contracts/Documents OptionsThis 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
Title Order
Transaction CoordinatorThis help topic has a video
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

Company Logo

Be sure to scroll down and watch the video!

You want to make sure to review your account and/or choose your logo from the Utilities link found on the Main Dashboard.

Under Personal Setting, the Company Logo link will reveal the logo associated with your account and/or you may choose one of the existing logos.  Just click the radio button for the logo and click the Create Logo button.

NOTE: If you do not find the logo for your account in our list, email a .jpg or .tif photo of your logo to: [email protected] and we will upload your logo into your account for you.

You can replace your logo at any time.


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