CTM One - Intermediate Webinar

CTM One - Intermediate Webinar

In this course, you will discover the quick start features, and you will also learn about integration, sharing disclosures, and managing deadlines.

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About this course

In this live training course, we will cover the following topics or processes:

  • Utilizing time management tools on the main and detailed dashboards.
  • Generating reports for quarterly taxes and tracking your marketing strategies.
  • Creating and using parent contract templates
  • Creating transactions using quick start.
  • Completing eContract and closing MLS info sheets.
  • Finding and using HOA, attorney, appraiser, and title databases.
  • Using the Save Time! Property Search feature
  • Integration:
    • How it works for buyers and listing agents.
    • Recreating and adding buyers' names to disclosures.
    • Managing multiple offers by creating sub-folders.
  • Printing in PDF format.
  • Adding signature fields to a PDF using SMART Signature Technology.
  • Creating a ZIP file of all documents for compliance.
  • Updating transaction status.

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.

To return to the main CTM catalog page to view all courses, click here.

CTM One - Intermediate Webinar

Event Date Spaces left
CTM One - Intermediate Webinar - 26
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30

Curriculum

  • CTM One - Intermediate Webinar
  • Survey

About this course

In this live training course, we will cover the following topics or processes:

  • Utilizing time management tools on the main and detailed dashboards.
  • Generating reports for quarterly taxes and tracking your marketing strategies.
  • Creating and using parent contract templates
  • Creating transactions using quick start.
  • Completing eContract and closing MLS info sheets.
  • Finding and using HOA, attorney, appraiser, and title databases.
  • Using the Save Time! Property Search feature
  • Integration:
    • How it works for buyers and listing agents.
    • Recreating and adding buyers' names to disclosures.
    • Managing multiple offers by creating sub-folders.
  • Printing in PDF format.
  • Adding signature fields to a PDF using SMART Signature Technology.
  • Creating a ZIP file of all documents for compliance.
  • Updating transaction status.

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.

To return to the main CTM catalog page to view all courses, click here.

Live events

CTM One - Intermediate Webinar

Event Date Spaces left
CTM One - Intermediate Webinar - 26
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30
CTM One - Intermediate Webinar - 30

Curriculum

  • CTM One - Intermediate Webinar
  • Survey