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Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
		Add Notes to Contracts Created
		Adding a CoLister or CoBuyers Agent to Contracts
		Allow Listing Agent To View Documents
		Allow Buyer's Agent to View Documents
		Assign a Single Transaction to Another eContracts Agent
		Change The Status Of A Transaction
		CoListing_CoBuyers Agent Sign Using Personal Electronic Signature
		Copy - Duplicate Locked Contracts
		Copying From An Existing Contract
		Company-Business-POA-Trustee name as a Client in all Contracts
		Creating and Using Contract Templates
		Creating A New Contract
		Create an Exclusive Right to Sell Listing Contract from Contract to Buy and Sell
		Create Counterproposal from within the Detailed Transaction
		Customize How Clients with Contracts are Displayed
		Date and Time Contracts Were Last Modified
		Display Clients with Contracts in Property Address Order
		Editing Section of Contracts-Disclosures
		Entering Client Information in Contracts
		Hidden Contracts
		How to Know When a Contract/Document Has Been Created
		Legal Advisor In Some Parent Contracts
		Offer Received From An eContracts Agent
		Parent Contracts
		Practice Contract
		Quick Start Feature
		Save All Docs Feature
		Save Button
		Selecting or Deleting Calendar Dates in a Contract
		Seller`s Estimate Net Sheet
		Street Type and Unit Fields – How to Add and Delete
		Strikethrough Contract Text
		View and Upload CBS Received Through Integration
		View Transaction Assigned to you from Another eContracts Agent
		Virtual Office
		Where to Find Contract(s) After You Have Saved and Closed Parent Contract
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
	CTM One Users
	Integration OR Linking Transactions
	Smart eContracts & Templating
	Account Personal Info
	Account: Payments - Cancel Account Link
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Cancel Account Instructions
	Clause Library Feature
	Client Access Feature
	Client Database
	Closing MLS Info
	Contract Deadlines Communication Tools
	Contract Deadlines Tracking System
	Contract Folders
	Contract to Buy and Sell Features
	Custom Labels and Letters Feature
	Customer Support
	Dashboard BASIC Navigation
	Disclosures - How To's
	Docs Management System
	Documents that can be Completed by Participants Online
	Double Ended/Sided Contract
	eCalendar Feature
	eContact Sheet
	Email Contracts Feature
	Full Report
	Home Warranty Order Feature
	Initial Lines on Printed Contracts Feature
	Listing Transaction - SubFOLDERS
	Log - Notes Feature
	Message System Feature
	Miscellaneous Contracts Folder
	Mortgage Calculator
	Navigating eContracts
	O & E Order
	Parent Contract Templates
	PDF Print - Printing A Contract
	Printing Contracts/Documents Options
	Property Insurance Order Feature
	Quick Start Feature
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Software Requirements
	Team Member Access
	Title Order
	Transaction Coordinator
	Utilities General Information
	Utilities Personal Settings
	Vacation Notice Feature
	Web Initials
	Web Signature

Change The Status Of A Transaction

Be sure to scroll down and watch the video!

Change the Status of a Transaction

It is very important that you change the status of your transactions in CTMeContracts every time you change the status in the MLS, or a CBS offer is rejected. If the status of your transaction has changed from ACTIVE, you can change the status and it will be moved to the folder for that status. This will ensure that you are seeing only clients with ACTIVE/UNDER CONTRACT transactions on your MAIN client screen.

To change the status of your transaction to UNDER CONTRACT, SOLD, EXPIRED, WITHDRAWN or CANCELLED, go to the transaction and on the Detailed Dashboard in the Detail Transaction View click on the Transaction Status link.

When the new window comes up, click on the down arrow and choose the new status. Don`t forget to click the blue SAVE button. The transaction will now be moved from the Active Clients with Contracts on the main page. It will show under the status tabs on the main menu (Clients with Contracts) either under the Under Contract, Sold, Expired, Withdrawn or Cancelled tabs.

NOTE: The Sold, Expired, Withdrawn or Cancelled tabs are in a gray color found on your Main Home page/Digital Filing Cabinet.

NOTE: If you are using the Chrome browser, you may need to use the scroll bar to the right of the top search box in order to view the Active, Under Contract , Sold, Expired, Withdrawn or Cancelled tabs.

NOTE: When you organize your transactions, you will be able to take advantage of the Reports feature. Click on the Reports link from the Main Dashboard and Save Time.

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Introduction

Best Practices for Success

Frequently Asked QuestionsFAQ FAQs

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

Smart eContracts & Templating

Change The Status Of A Transaction

Frequently Asked Questions