CTM eContracts - Intermediate Live Training

CTM eContracts - Intermediate Live Training

In this live, in-person course, you will learn about quick start features, integration, and sharing disclosures and managing deadlines.

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About this course

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!):

CTM eContracts - Intermediate Live Training

Event Date Spaces left
CTM Intermediate - Live - First Integrity Title (Free) - 3

Curriculum

  • CTM eContracts - Intermediate Live Training
  • Survey

About this course

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!):

Live events

CTM eContracts - Intermediate Live Training

Event Date Spaces left
CTM Intermediate - Live - First Integrity Title (Free) - 3

Curriculum

  • CTM eContracts - Intermediate Live Training
  • Survey