CTM eContracts - Intermediate Live Training

These sessions will take place at the office of our sponsoring organization where you can meet our product experts and learn more about our eContracts product.

In this live, in-person training course, we will cover the following topics and processes:

• Using time management tools on the main and detailed dashboards.
• Generating reports for quarterly taxes and tracking marketing strategies.
• Creating and using parent contract templates.
• Creating transactions using quick start.
• Completing eContacts and closing MLS info sheets.
• Finding and using HOA, attorney, appraiser, and title databases.
• Using the Save Time property search feature.
• How the integration works for buyer and listing agents.
• Recreating and adding buyers' names to disclosures.
• Managing multiple offers by creating sub-folders.
• Printing PDFs.
• Adding signature fields to PDFs using SMART Signature Technology.
• Creating ZIP files of all docs for compliance.
• Updating transaction statuses.

Payment and Registration Notes (please read!):

• If you are interested in taking this course for continuing education (CE) credit, please register for the CTM eContracts - Intermediate Live Training for Continuing Education (CE) Credit.
• For information on creating Training Academy accounts, registering for CTM courses, and more, please refer to this informational course.
• If you have any other questions or concerns, please contact the MRI Software Education Services team at Education@MRISoftware.com.