FAQ: Top 14
1. How do I get my transaction linked/integrated with another CTM eContracts agent’s transaction? ANSWER: Requirement #1: The Buyer’s Agent must have the exact same property address in their Contract to Buy and Sell (CBS) as the Listing Agent has in their Listing Agreement. Requirement #2: The Buyer’s Agent must email the Contract to Buy and Sell (CBS) from their CTM eContracts account to the Listing agent’s email address used in CTM eContracts. 2. How do I share documents with the other Agent? ANSWER: Option #1: Once linked/integrated, an integration box appears on the Detailed Transaction View page. The integration box has the other Agent’s name in it and a green link that reads, Allow Buyer’s/Listing Agent to View Disclosures/Docs. Click on this green link. Select the documents to share. Click SAVE. The other agent will receive an email notifying them that you have shared a document(s). Option #2: Once linked/integrated, on your Email page you will find a Share column (with check boxes) next to the document(s). Select a document(s) to share and then click the button at the bottom of the page that reads Email-Share Selected Docs. The other agent will receive an email notifying them that you have shared document(s). Note: These instructions are for sharing documents with the other Agent, not sharing documents with your Client.
Back to the Top 3. I am changing broker companies, what do you need from me? ANSWER: Option #1: A link is provided in your account to initiate a broker change. Click on the Utilities link (located on a Main or Detailed Dashboard), then click on the Account Personal Info link. Next, click on the link (click HERE to request a change in your company name) in the middle of the Edit Personal Info page. Fill in the popup box as requested. Send request. Option #2: Email a written request directly to: [email protected] Note: After we receive your request, we will update your account with your new broker office name and logo, emailing you upon completion. Our reply email will ask you to login to your account, click on the Utilities link, then click on the Account Personal Info link. In our reply email, you will be asked to update your broker office address, phone numbers, and fax number. At that time, please double check your new broker company name and logo.
Back to the Top 4. What is a quick way to add the Buyer’s name to all my disclosures, so that I can share or email them to the Buyer’s Agent? ANSWER: Option #1: If you are linked/integrated with the Buyer’s Agent, you can click on the green link in the integration box that reads, Create Disclosures & Folder for this Buyer’s offer. Your Buyer’s name(s) will appear in a popup box and now check the box to Create a New Folder. Select the documents you would like to recreate, click Recreate Documents. The system will create a folder and add the Buyers names to the documents you have chosen. Option #2: If you are not linked/integrated, you are still able to easily add the Buyer’s names to your disclosures. You can click on the orange links located on the Detailed Transaction View page (below the list of electronic contracts you created). Click on the Recreate the original Disclosures with only the Sellers Signature For Multiple Offers link, if you would like to create multiple sets of disclosures for multiple Offers/Buyers. This feature allows you to Recreate listing disclosures/documents that have been signed by the Seller and add the Buyer Names when creating new disclosures. Or click on the Add Buyer’s Name to Disclosures link for a Single Offer. This feature allows you to add the Buyer’s Name to all existing disclosures at once. (The Buyer’s Name will only be added to documents that have not been signed by the Buyer).
Back to the Top 5. On my Email page, I don’t see my document to attach to my outgoing email. What am I doing wrong? ANSWER: If you have created Buyer folders in your transaction, then click on those Buyer folders that also appear on your Email page, to see more documents that are available to email.
Back to the Top 6. Why isn’t my Client’s email address appearing on my Email page? ANSWER: Add your client’s email address to your parent contract. Open the CBS, Listing Agreement, or Buyer Agency and type it in the email address field and click SAVE. Your client’s email address will now show on your Email page. (You can add/edit email addresses in parent contracts, even if they are signed and locked). Note: It is fine to update your Client Database with your client’s email address, but that will not automatically put their email address on your Email page.
Back to the Top 7. How do I get my Lender and/or Title Closer/Rep’s email address to appear on my Email page, so I don’t have to type them in each time I want to send them an email? ANSWER: On the Detailed Dashboard, click on the Closing MLS Info link and add their email addresses to the appropriate section near the bottom of the Closing MLS Info page, then click SAVE. You will now see their email addresses on your Email page.
Back to the Top 8. How do I upload a document to my transaction? ANSWER: Click on the Docs Management link on the Detailed Dashboard. Click on the Add New Document link, at the top of page. Click the Upload box. Click in the Cloud box. Browse your computer for the document(s) you want to upload. Highlight the document(s). Click on the Open button at bottom of the page. Scroll down this next view until you see the blue Upload button, (you have the opportunity to rename your document at this time), and then click the Upload button. Document(s) will upload into your Docs Management folder.
Back to the Top 9. How do I add a Signature box/field to a PDF document, using the SMART eContracts feature? ANSWER: First upload your document as a PDF document into your Docs Management folder (see Question #8 above). To begin, click on the Docs Management link on the Detailed Dashboard. Locate your PDF document in the Doc Management folder and click on the globe icon to enable Smart eContracts. Scroll down your document to the first blank signature line where you want to add a Signature box. On the Menu (on the left side of your screen): click Edit Fields, then click the drop-down arrow and select the appropriate Contact Name (for the Signer). Next, click on the word Signature (holding down your mouse) drag and drop a Signature box to desired location. A Date box comes over with the Signature box. (It is the box that appears to the right of the newly added Signature box). If you need to adjust/move the Date box to a more appropriate location, do so by clicking on it and dragging/moving it. (Resize each box/field using the arrows) To add a printed name for the Signer, click on the Signature box, next click on the wrench icon that appears, and finally click on Add Field For Signer Name. Size and position the Signer’s printed name box that you have just added. Click SAVE on the Menu. Always, save your work before you close your document.
Back to the Top 10. How do I enter a Company Name or a Trust Name in my contracts? ANSWER: Open a Contract to Buy and Sell, Listing Agreement, or an Exclusive Right to Buy Listing Agreement (Buyer’s Agency). Scroll down the contract to where you enter your client’s names and find the link [Click here to Enter Company Name/Trust Name]. Click on this link to have access to a new 550 character field, and type in the Company Name or Trust Name. Additional fields now appear to the right of the Name fields, so you can type in the appropriate Titles of all signers.
Back to the Top 11. I am unable to login today. How do I login? ANSWER: Option #1: Use a search engine (ex. Google). Type in CTM eContracts and search. Select CTM eContracts – Next Generation of Interactive Digital Real Estate Contracts. Fill in Login and Password fields. Option #2: Open a Browser (ie. Firefox, Google Chrome) type in www.ctmecontracts.com in the browser address bar at the top of your screen, then click Enter. Fill in Login and Password fields. Note: If you forgot your password, click on the Forgot your password? link (located under the login fields). If you forgot your login, please contact Customer Support (303) 233-1918 [email protected]
Back to the Top 12. Why can`t my Seller(s) sign the Contract to Buy and Sell (CBS)? ANSWER: It could be any of the following: - Buyer’s Agent may need to enable web signatures in their CBS. - Seller might be clicking the PDF Print link, instead of the blue CONTRACT link in the email. - The Buyer’s Agent may need to add the Seller’s name(s) in their CBS. (the Buyer Agent can still add the Buyers Names even after the Sellers have signed)
Back to the Top 13. How do I Copy/Duplicate a locked contract, so that I can make changes in the new one? ANSWER: Click on the Copy/Duplicate locked contracts of this transaction only link located on the Detailed Transaction View page (under the list of electronic contracts that you created). Clicking on this link will display ALL locked documents in a popup box. You can then select your locked contract(s) and click the Copy - Duplicate Documents button in the bottom right corner of the popup box. The system will create an exact copy of your contract(s) with no signatures. Note: If you are trying to edit the client Name(s) or Address in a parent contract, you will need to delete the locked contract before you will be able to save any changes in the new contract. (Deleted contracts will reside in the Deleted Contracts folder on your Main Dashboard)
Back to the Top 14. How do I add more Buyers or Sellers to a parent contract (Contract to Buy and Sell, Listing Agreement, and/or the Exclusive Right-To-Buy Listing Contract)? There are only a certain number of fields to type Names into, and sometimes I have more Names than fields. ANSWER: In the parent contracts, look for these links: [Add more Buyers] [Add more Sellers] Click on these links and additional Name fields will appear.
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