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Best Practices for Success

CTM One Users

  NEW FEATURES - What's New for Software Releases and Updates
  Main Dashboard - Messages System
  Detail Dashboard - Messages

Smart eContracts & Templating

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

CTM One Users

CTMOne

Listed under this topic are a set of videos specific to CTM One users.

Management, staff, and agents using this CTM Software Portal, will access their personal account through www.ctmone.com

 

The best way to learn this program is to attend the Beginner, Intermediate and Advance courses held once a month. 

Or check out my best course videos:

Beginner          Intermediate           Advance

Handouts to print out for each course:  Beginner         Intermediate        Advance Class Outline

Beginner Class Outline         Intermediate Class Outline        One-On-One Training

The best way to manage your transactions is to print out the documents below:

CTMOne Office Manager Getting Started handout

CTMOne Agent/Broker Getting Started handout

 

 

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