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Best Practices for Success

CTM One Users

Smart eContracts & Templating

  Smart eContracts - Features and Benefits
  Create Personal Contract Library
  Uploading a Document to Misc Docs Management
Clause Library Feature
Message System FeatureThis help topic has a video
Navigating eContractsThis help topic has a video

Smart eContracts - Features and Benefits

Be sure to scroll down and watch the video!

Smart eContracts is our software product used in Docs Management folders.  It allows you to electronify any PDF document to be fillable and signable.  You can also create your own interactive digital contract library.

This is the software used for non-Commission real estate documents provided by your managing broker, lenders, title companies etc.

NOTE: Examples will include: Affiliated Business Agreement, Referral Agreements, FHA Loan Documents, Seller/Byer Questionnaires, MLS Waiver Form, Buyer Agency, Receipt by Buyer of HOA Documents, Wire Fraud etc.

Strategic Partners: If you are not part of a Broker Account, as a strategic partner with CTM Software, have the managing broker contact customer support for templating options. 

Brokerage Firm Benefits of Smart Templating

Access to Company Templated Documents

Once a PDF document is uploaded in either a Miscellaneous Docs Management or a transaction Docs Management folder and you click the white paper with a globe icon  , you will have a whole host of custom fields you can "drag and drop" onto the PDF.

The flexibility of this software is endless. Make sure to watch the video and attend a LIVE webinar, online seminar, to learn more about Smart eContracts.


video:2017nj
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non commission company provided content document electrify reoccuring recurring documents verses one off documents drag and drop create personal contract library under Templates company specific documents