Real Estate help topics and videos

Search

Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
	Quick Minute Updates
	CTM One Users
	Integration OR Linking Transactions
	Smart eContracts & Templating
	Account Personal Info
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Clause Library Feature
	Client Access Feature
	Client Database
	Contract Deadlines Communication Tools
	Contract Deadlines Tracking System
	Contract Folders
	Contract to Buy and Sell Features
	Custom Labels and Letters Feature
	Disclosures - How To's
	Docs Management System
	Double Ended/Sided Contract
	eCalendar Feature
	Email Contracts Feature
	Full Report
	Home Warranty Order Feature
	Listing Transaction - SubFOLDERS
	Log - Notes Feature
	Message System Feature
	Miscellaneous Contracts Folder
	Navigating eContracts
	Parent Contract Templates
	Printing Contracts/Documents Options
	Quick Start Feature
		Create Quick Start Master Template
		Edit Quick Start Master Template
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Title Order
	Transaction Coordinator
	Utilities Personal Settings
	Vacation Notice Feature
	Web Signature

Quick Start Feature

Be sure to scroll down and watch the video!

This will allow you to create a new PARENT CONTRACT & ALL DISCLOSURES at once without the need to select documents/disclosures individually.

Quick Start will create a Detailed Transaction folder for your client with all associated contracts/disclosures AT ONCE.

This feature SAVES YOU TIME!

video:2019kb

lang:2022cs

Introduction