User Guide
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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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  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

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
Vacation Notice FeatureThis help topic has a video
Web SignatureThis help topic has a video

Create Counterproposal from Offer Received from another eContracts Agent

Be sure to scroll down and watch the video!

The ability to Create a Counterproposal from an Offer Received is part of eContracts Integration feature.

You will want to review all Integration OR Linking videos for more detail:

1. To access the New Offer Received from you Main Page, first click on your Seller`s Name and then the Property Address

2. Below the eContract(s) that you have created you will see Integration Window or Box displayed

3. Click on the green link Create Counterproposal for this offer

4. The COUNTERPROPOSAL will come up in a new window with the Buyer`s Name(s) automatically filled in

5. Complete the remainder of the COUNTERPROPOSAL

6. Click Save

7. Once the COUNTERPROPOSAL has been signed by your clients, you can email it to the Buyer`s Agent

OR use this preferred method for SHARING documents

8. Click on the green link Allow Buyer`s Agent to View Disclosures/Docs

9. Select the COUNTERPROPOSAL from the pop-up box and click Save

10. This will allow the Counterproposal to be viewed in the Buyers Agent`s eContracts account

11. The Buyer`s Agent will automatically receive an email notifying them that they have access to the shared COUNTERPROPOSAL

12. You will have a record of this email in the Messages link for this Detailed Transaction

13. The Buyer`s Agent may then email it from their account to the Buyers for review and signature

 



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