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 deals and their documents 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

Click the Settings gear in the top bar, then Import from CTM. 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 Drag not working?, then Copy code, then add a bookmark manually and paste the code into the URL field.

Watch how: the "Migrating your deals from CTM" training video on the Help page walks through every step.

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 reads your Active and Under Contract deals from CTM. Tick Also bring over closed history first if you also want your Sold, Expired, Withdrawn, and Cancelled deals; those come over as a read-only archive.
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.

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

The import copies the PDFs on each deal into Done-Deal and files them on that deal. Word and zip files are skipped, so save those from CTM yourself.

Check the documents count for each deal in the review table. If a deal shows fewer documents than you expect, click the bookmarklet in CTM again: re-running skips what already came over and retries anything missing.

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?

Your Active and Under Contract deals by default. Tick Also bring over closed history to add your Sold, Expired, Withdrawn, and Cancelled deals as a read-only archive.

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.