User Guide
Search
Contents (Expand All)

Best Practices for Success

CTM One Users

Smart eContracts & Templating

Clause Library Feature
Message System FeatureThis help topic has a video
Navigating eContractsThis help topic has a video

Best Practices for Success

Welcome to CTM Software! 

Below are recommendations for learning and using your CTM Software most effectively! And "Tips" for managing all transactions successfully

Please feel free to share with us your own Best Practices.  Email specifics to us at [email protected]

 

TOPIC: Integration

  • Managing a Multiple Offer Situation:  Make sure that you understand how to eliminate the possibility that your seller(s) electronically sign(s) more than one offer at a time. 

Information Video:     Managing a Multiple Offer Situation

  • 2021 New Enhancement - Feature Links to Force Integration Yourself:  These two new feature links are now available for both the Selling Agent and the Listing Agent.  You will use this feature once Integration (linking) has been attempted, but not successful.

Information Video:     Feature Links to Force Integration Yourself

 

TOPIC: FAQ's

  • Frequently Asked Questions:  Click on this Topic Heading and review the TOP frequently asked questions by users.  You may have the same question(s).  We have the answers ready for you and recommended videos to review.  Whether you are a "self-help" learner or you are working during our off hours, this topic review will "save you time".  

 

TOPIC: BITE-SIZE Learning

Bite-Size Learning - 6-18-24 Managing a Multiple Offer Situation

Bite-Size Learning – 3-21-24 Ordering Appraisal Gap Protection

Bite-Size Learning - 1-16-24 Transaction Coordinator Basics

Bite-Size Learning - 121423 Understanding the Power Behind the Contact Sheet

Bite-Size Learning – 91423 Contract to Buy and Sell Features

Bite-Size Learning - 71123 Ordering an O&E and Title Electronically

Bite-Size Learning - 6623 Enhanced Integration Features

Bite-Size Learning - 51723  Managing a Multiple Offer Situation

Bite-Size Learning - 4623  Working with a non-eContracts Agent

Bite-Size Learning - 32323  Creating a Clause Library & Email Message Library

Bite-Size Learning - 21523  Manufacture Home Fundamentals

Bite-Size Learning - 11223  Integration- Basic Features

Bite-Size Learning - 72221  (Parent) Contract Templates

Bite-Size Learning - 6821 eCalendars & Deadline Tracking

Bite-Size Learning - 9121 Enhanced Integration Features

Bite-Size Learning - 111021  Changing A Contract After It’s Locked

Bite-Size Learning - 12921 Adding Participants To A Transaction

TOPIC: Attend LIVE Training Courses

  • Training Courses:  Be sure to attend each training level.  Check out the Training Calendar for our topic outlines and course schedule.  Together, our trainers have over 20 years of experience in the Real Estate business and CTM Software.  You will learn the concept and power of the software by attending each class:  Beginner, Intermediate and Advance Q&A    
    • Create your MRI Training Academy account and register today, to learn all the Tips & Tricks for becoming sucessful in using your CTM Software account.
       
      • If you are unable to attend a live course, then check out our best recorded sessions:

Presented by Chris Sterkel:  Beginner         Intermediate         Advance

Course Handouts/Worksheet:                 Beginner         Intermediate         Advance Flyer

 

TOPIC: Receive 2 Hours of Continuing Education Credit Each Year

  • CE Credit:  Our LIVE Beginner, Intermediate and Advance eContracts Classes are approved for 2 hours of Real Estate Continuing Education (CE Credits) per agent, per fiscal year.  Be sure to attend a refresher course each year! 
  • Take note of the compliance requirements from the Real Estate Commission.  Click Here to review the CE Credit Requirements for Online Course document.

 

 

lang:2023cs