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CTM One Users

  NEW FEATURES - What's New for Software Releases and Updates

Smart eContracts & Templating

  Access to Company Templated Documents
Brokerage Firm Benefits of Smart TemplatingThis help topic has a video

Brokerage Firm Benefits of Smart Templating

Be sure to scroll down and watch the video!

Brokerage Firm Smart Templating makes sure that your required company documents are part of every transaction created by your associates. 

Whether the document is informational or is required to be filled out and possibly signed electronically, CTM Software can assist in creating and publishing your documents to all company agents.

Call Us Today ~ 303-233-1918

 

 

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