User Guide
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Contents (Collapse All)
Introduction to CTM SoftwareThis help topic has a video
Utilities - General InfoThis help topic has a video
  Sync Contract Deadlines with Calendar
  Contract Deadlines Email Notification Settings
  Custom Deadlines Master - Settings
  Auto Dating Deadlines Templates - Settings
  Transaction Coordinator Settings
  Company Logo
  eSignature File & Settings
  Customize Your Info Displayed in the eContracts
  eContracts Settings
  Account: Personal Info
  Team Member Access
Messages SystemThis help topic has a video
Clients - Add New ClientsThis help topic has a video
  Creating Labels and Custom Letters
  Fast Notes
  Import Clients
Clause LibraryThis help topic has a video
LINKS Feature
Parent ContractsThis help topic has a video
List of ContractsThis help topic has a video
Create New ContractThis help topic has a video
  General Info - Creating a CBS
  Add Client Name
  Add Company Name
  Add Property Address
  Auto Dating Deadlines
  Purchase Price & Terms
  Additional Provisions
  Print Preview & PDF Print
  Strike Through
Email Contracts
  How to Email Contract(s)
  Example Client Email
  Opening Contracts from Email
Changing Contract BEFORE LockedThis help topic has a video
  Client Viewing Contract After Change
Signing ContractsThis help topic has a video
Docs Management SystemThis help topic has a video
Listing Agent - Create Sub-FoldersThis help topic has a video
Integration - Listing Agent VideoThis help topic has a video
Integration - Buyer Agent VideoThis help topic has a video
Viewing Document with Electronic SignatureThis help topic has a video
Changing Contract AFTER it is LockedThis help topic has a video
Adding Sellers to Contract to Buy and Sell, Scanning Docs to emailThis help topic has a video
Ordering O&EThis help topic has a video
Ordering TitleThis help topic has a video
Tracking Contract DeadlinesThis help topic has a video
Add Custom DeadlinesThis help topic has a video
eCalendarThis help topic has a video
Full Report FeatureThis help topic has a video
eContact SheetThis help topic has a video
Closing MLS InfoThis help topic has a video
Vacation NoticeThis help topic has a video
Log Notes FeatureThis help topic has a video
eCalendar for All TransactionsThis help topic has a video
Sellers Property DisclosureThis help topic has a video
Documents that Clients Fill Out OnlineThis help topic has a video
Custom Addendum in a TransactionThis help topic has a video
  Create CA in Misc Folder
  Using CA Copy Feature
Contract TemplatesThis help topic has a video

eSignature File & Settings

eSignature File & Settings - NOTE:  in 2021 an enhancement was launched. 

We all know that staying in compliance with the Real Estate Commission is paramount, so we have made it easier for you to upload your professional signature into your account real-time! This Saves You Time


Take A Minute To Watch This Signature Upload Feature Video Click Here