CTM Bite-Size Series - Understanding the Power Behind the Contact Sheet

In this course, you will learn how to:  

• Pull in the contact details for your client and make changes.
• Add the agent on the other side of the deal and make changes.
• Add the lender and title company contacts with email addresses.
• Add the transaction coordinator, HOA company, appraiser, inspector, etc.
• Best practice: Email this sheet to title and lender once under contract.
• Best Practice: Save a copy as you close out your transactions.

Payment and Registration Notes (please read!):

• 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.

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