1. Tips and Tricks To Save Time and Get The Most Out of The Software
CTMeContracts
Tips and Tricks
To Save Time and Get The Most Out of The Software

2. 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 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

3. 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 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

4. Helpful Tips and Tricks
If you want your photo to appear in s through eContracts hit “Upload Photo” in utilities
Do a test to yourself; if the photo is too big just it to customer support and they will re-size it for you
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)
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
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

5. Troubleshooting Allow pop-ups for the site
Do not forward “signature notification” s to other agent
If your client does not see the signature box- they just need to update Flash Player
If clients are not getting s 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 Customer Support

6. 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 “ 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

7. Things to Note 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

8. 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

9. The End
Thank you for coming!
Brought to you by Susan and Ryan