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Introduction

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Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

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Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

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Smart eContracts & Templating

Account Personal InfoThis help topic has a video
Account: Payments - Cancel Account Link
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
Cancel Account Instructions
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis help topic has a video
Closing MLS InfoThis 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
Customer Support
Dashboard BASIC NavigationThis help topic has a video
Disclosures - How To's
Docs Management SystemThis help topic has a video
Documents that can be Completed by Participants OnlineThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
eContact SheetThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order Feature
Initial Lines on Printed Contracts 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
Mortgage CalculatorThis help topic has a video
Navigating eContractsThis help topic has a video
O & E OrderThis help topic has a video
Parent Contract TemplatesThis help topic has a video
PDF Print - Printing A ContractThis help topic has a video
Printing Contracts/Documents OptionsThis help topic has a video
Property Insurance Order FeatureThis 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
Software Requirements
Team Member AccessThis help topic has a video
Title Order
Transaction CoordinatorThis help topic has a video
  Transaction Coordinator Master Settings for Agent
  Adding a Transaction Coordinator to a Specific Transaction
  Transaction Coordinator Settings For A TC Account
Utilities General Information
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Transaction Coordinator Master Settings for Agent

Be sure to scroll down and watch the video!

You can send a transaction to your Transaction Coordinator through eContracts.

The first step to enable this process is to select the Transaction Coordinator(s) under your Personal Setting found under Utilities:


1. Your transaction coordinator needs to have an eContracts account for them to appear on the list of CTMe Transaction Coordinators.
2. Click on Utilities and then under Personal Settings click on Transaction Coordinator Settings
3. Click on Add New Transaction Coordinator
4. Locate the Transaction Coordinator by First Name or Location
5. Click on the radio button next to the Transaction Coordinator you wish to add to your settings
6. Check which settings you would like for this Transaction Coordinator (i.e., Set as your Preferred TC and or Allow TC to receive contract deadline email notifications)
NOTE: You will need to scroll to the very bottom of the list to find these selections.
7. Click Save Selection
8. Once you review your selection you will need to click on Save Settings

Note: Adding a TC to your preferred TC settings does NOT mean that this TC will have access to any of your transactions. To allow a TC to have access to a transaction, you must select the TC from the Transaction Detail Dashboard.

If you wish to remove a TC, you will click on the box next to Remove this TC from list. Then click on Save Settings


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