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Best Practices for Success

CTM One Users

  NEW FEATURES - What's New for Software Releases and Updates
  Main Dashboard - Messages System
  Detail Dashboard - Messages

Smart eContracts & Templating

  Smart eContracts - Features and Benefits
  Create Personal Contract Library
  Uploading a Document to Misc Docs Management
Clause Library Feature
  Creating and Viewing Personal Clause Library
  Adding Clauses to Contracts, Documents and Disclosures
Message System FeatureThis help topic has a video
  Email Message Library
Navigating eContractsThis help topic has a video

CTM One Users

CTMOne

Listed under this topic are a set of videos specific to CTM One users.

Management, staff, and agents using this CTM Software Portal, will access their personal account through www.ctmone.com

 

The best way to learn this program is to attend the Beginner, Intermediate and Advance courses held once a month. 

Or check out my best course videos:

Beginner          Intermediate           Advance

Handouts to print out for each course:  Beginner         Intermediate        Advance Class Outline

Beginner Class Outline         Intermediate Class Outline        One-On-One Training

The best way to manage your transactions is to print out the documents below:

CTMOne Office Manager Getting Started handout

CTMOne Agent/Broker Getting Started handout

 

 

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