Transcript CTMeContracts

CTMeContracts
Tips and Tricks
To Save Time and Get The Most Out of The Software
General Tips = Time Saved
 Always click “Save” as this is an internet-based program
 Start by filling out the “Parent Contract” first in order to auto
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populate as much information as possible
Use the “Quick Start” feature when adding a new transaction
Use “Double-ended Side Contract” feature
Use the “Save Time!” button to auto
populate info. from listing agreement
in the system
Use Agent/Title/Lender/Water Company
databases
General Tips = Ease of Use
• Changes are Live
• No need to resend documents you have altered; just have your clients refresh
the page
• After contract has been signed/locked and changes are made just use the
“Copy/duplicate locked contracts” feature and resend
• You can sync Outlook calendar with deadlines or customize email
reminders of contract deadlines
• Utilize ‘Notes’ section as virtual sticky notes to yourself
• Change Transaction Status to clear/organize main page by hitting “Update
status”
• At end of transaction save all docs to a CD, flash drive, or onto your
computer as zip file for your records and/or to give to your client
• No need to hold onto hard copies!
• For a listing, if a deal falls through use the “Re-create disclosures with
only Seller’s signatures” button- no need to re-write
HELPFUL TIPS AND TRICKS
o If you want your photo to appear in emails through eContracts hit “Upload
Photo” in utilities
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Do a test email to yourself; if the photo is too big just email it to customer support and
they will re-size it for you
o Use the “Print all PDF” button to print so you do not have to manually
print individual docs (you will be prompted for which one’s you’d like to
print)
o Always place offers as a PDF in docs management- just in case the other
agent hides or deletes it so that you would still have a record
o You can click on any date in your Contract Calendar and add items; such as
when the inspection is scheduled or reminder to buy closing gift for client;
you can control if they appear to others or not
TROUBLESHOOTING
 Allow pop-ups for the site
 Do not forward “signature notification” emails to other agent
 If your client does not see the signature box - they just need to
update Flash Player
 If clients are not getting emails sent change the way they
appear (in utilities)
 If page doesn’t load properly, refresh the page
 If have problems while using Internet Explorer, close the
window and try in a new window or try another browser
 If a counter or amend/extend modifies contract dates be sure
to hit “Update contract deadlines”
 Put password protection on “Seller’s alternative resolution” so
buyer’s agent and buyers cannot see until negotiation complete
 If you get frustrated call or email Customer Support
The Proper Way: Integration/Marrying
Buyer’s agent searches for a listing agreement written
in eContracts by clicking the “Save Time” button
 The Buyer’s agent writes their contract and clicks “Email
contracts here” and sends the contract to the listing
agent
 At the bottom of the page “Offer sent to eContracts
agent” will appear (that is how you know you are
integrated)
 The Buyer’s agent can now send contracts/docs directly
to sellers (you will see gold-ish tint page icon)
 Be sure not to confuse this with Co-Lister or Team
Member features (to protect the integrity of documents)
 You can always change/add docs accessible to other
agent
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Things to Note
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 We have a new Contract Checklist
 It is located in the Intranet tab under Realty Innovations under
the Transaction Checklists button
 Note: You cannot modify this document then save; you must
fill out what you can then print (then manually fill in the rest)
or fill it in all at once then print it
 You could easily fill it out page by page as well (i.e. begin
with the listing checklist and just fill out and print page 2)
 This was designed to help keep you organized and put all
your transaction information accessibly on one page while
providing you with document requirements as reference
 Feel free to offer constructive criticism or ideas on how to
make it better
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Under the intranet tab under “Helpful Links”
all the Redlined Contracts for 2012 are posted
Under the intranet tab under “Misc Forms” the
IRS W-9 Form for referrals is posted for your
convenience
Under the intranet tab under “Misc Forms” a
Free PDF Converter/writer link is posted which
is helpful for uploading PDF’s to Docs
Management in CTMe
Under the intranet tab under “Helpful Links”
the weekly Newsletter is posted for your
reference
Things to Note
THE END
Thank you for coming!
Brought to you by Susan and Ryan