Switching from CTM eContracts

If you're moving your work from CTM eContracts (CTM) to Done-Deal, the Switching from CTM? import wizard brings your closed deals over. It's a guided, five-step process — not a one-click import — because it runs a bookmarklet in your own CTM tab and asks you to confirm what comes across before anything is written to Done-Deal.

Note: Your CTM account and its records aren't affected by this import. If your brokerage retains CTM, your past transaction files stay exactly where they are — check with your brokerage's compliance team about how they handle transaction record retention.

Step 1: Get the bookmarklet

Open Imports from the app menu — it takes you to the Switching from CTM? wizard.

1. Make sure your browser's bookmarks bar is visible.
2. Drag the Import to Done-Deal button onto your bookmarks bar. It's tied to a personal token, so don't share it with another agent.
3. Can't drag it? Click Copy bookmarklet code, then add a bookmark manually and paste the code into the URL field.

Video coming soon — a 1-minute walkthrough of this step is planned but not live yet.

Step 2: Run it in CTM

1. Open CTM in another browser tab and log in.
2. Click the Import to Done-Deal bookmarklet on your bookmarks bar.
3. It scrapes your closed deals — Sold, Expired, Withdrawn, and Cancelled — from CTM.
4. It shows you a preview and asks you to confirm before anything imports.
5. Once you confirm, return to the Done-Deal wizard and click Refresh results.

Step 3: Review the import

The wizard shows a reconciliation table for your most recent import batch, with one row per transaction: property address, closing date, and counts for parties, deadlines, and documents.

If any transactions came across with zero documents, you'll see a warning: "X of Y transactions have no documents — Import your documents before canceling CTM — you may be legally required to retain transaction records." Don't cancel your CTM subscription until document coverage is complete or you've saved those files elsewhere (see Step 5).

Step 4: Download your migration certificate

Click Download Migration Certificate for a printable record of exactly what was imported. Keep it for your files as proof of migration before you cancel CTM.

Step 5: Bring over your documents

Document files themselves stay in CTM — the import brings over transaction data, not attached files. For each deal:

1. In CTM, open the deal and use Save All Docs to download its documents.
2. Keep the downloaded files somewhere safe.

Note: Drag-and-drop document import directly into Done-Deal is planned but not available yet. Until then, your migration certificate plus your saved CTM documents together are your complete record.

FAQ

Is this a one-click import?

No. It's self-serve and guided: you run a bookmarklet in your own CTM tab, confirm a preview, and review the results — Done-Deal never logs into CTM on your behalf.

What deals does it bring over?

Closed deals only — Sold, Expired, Withdrawn, and Cancelled. It doesn't import active, in-progress CTM deals; start those fresh in Done-Deal.

Do I need to cancel CTM before importing?

No — run the import first, review the reconciliation table, download your certificate, and save your documents. Only cancel CTM once you've confirmed everything you need is accounted for.

Can I run the import more than once?

Yes. Each run creates a new import batch you can review separately in the wizard.