User Guide
Search
Contents (Expand All)

Introduction

This help topic has a video

Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

This help topic has a video

Quick Minute Updates

CTM One Users
  Introduction to CTM One New User
  NEW FEATURES - What's New for Software Releases and Updates
  Input New Listing
  Input New Sale
  Main Dashboard - Basic View
  Main Dashboard - Messages System
  Utilities - Top Of Utilities - Basics
  Utilities - White Board
  Utilities - Personal Info
  Utilities - Enter your Broker License! Mandatory for 2019
  Utilities - eSignature File and Settings
  Utilities - Syncing Contract Deadlines To Your Calendar
  Utilities - Email Notification Settings
  Utilities - Custom Deadlines
  Utilities - Auto Dating Deadlines Templates
  Utilities - Customizing Agent Info Displayed on Contracts
  Utilities - eContracts Settings
  Utilities - Smart eContracts Settings
  Detail Dashboard - Messages
  Detail Dashboard - Update Sale Link
  Detail Dashboard - Showing Instructions
  Detail Dashboard - Contract Deadlines
  Detail Dashboard - Adding Custom Deadlines to a Transaction
  Detail Dashboard - eCalendar
  Detail Dashboard - Contact Sheet
  Detail Dashboard - Save All Docs
  Detail Dashboard - Docs Management Convert
  TASK Feature

Integration OR Linking Transactions

This help topic has a video

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
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

Utilities - Enter your Broker License! Mandatory for 2019

CTM One Users Only:

This information is REQUIRED for the 2019 and beyond, purchase contracts!
 Get License info from DORA

Single Point Of Entry means that once you have this information posted, you will never have to type this information again.  We are committed to keeping you in compliance with the Real Estate Commission for every Contract to Buy and Sell you create.

Using the Save Time feature means that you will Insert the brokers information and THEIR LICENSE NUMBERS into your Contract to Buy and Sell.  Keeping both eContracts agents in compliance with the Real Estate Commission.

Enter your Broker License! Mandatory for 2019

 

 

lang:2021cs