- Training Program
Ignite: 7-Day Activation Journey
Get fully activated in Click Contracts — fast. Watch each short video below and complete one simple action per step.
- Most users complete this in under 30 minutes total.
1
Welcome to Click Contracts: Quick App Tour
This quick tour walks you through the Click Contracts dashboard so you know exactly where everything lives and how to move confidently through the app.
👇 Key Steps
- Home screen overview and navigation
- Creating envelopes (buyer & listing agreements)
- Viewing reports and managing contacts
- Using the document library
- Account settings, billing, and user management
- Tracking envelope status and next actions
- Viewing, editing, cloning, and managing envelopes
💡 Efficiency Tip: Set up Frequent Presets early — they save massive time later.
1
How to Create, Review, and Send an Agreement
Learn how to create an agreement from start to finish — including adding contacts, completing terms, reviewing the PDF, and sending for signature.
👇 Key Steps
- Start a new document from the Create button
- Navigate sections using the left sidebar
- Add and manage signers
- Complete terms and conditions
- Add additional documents
- Review the PDF for accuracy
- Send for signing and set reminders
- Track signing status and completion
2
Writing a Buyer Offer Step-by-Step
Practice writing a buyer offer using a fake contact so you can confidently write real offers when it counts.
👇 Key Steps
- Start with a practice contact
- Create a buyer offer from the Create button
- Pull property data from the MLS
- Review and adjust offer terms
- Answer dynamic questions
- Set price, financing, and possession
- Include required disclosures
- Send for signing and monitor status
- Complete and confirm the offer
3
Complete Your First Listing Agreement
This video walks you through completing a listing agreement so you can confidently list your next seller — even if you’re practicing.
👇 Key Steps
- Create a listing agreement envelope
- Add seller and property information
- Pull MLS data automatically
- Complete listing terms and compensation
- Save presets where possible
- Add optional documents
- Review exclusions and signature boxes
- Send and complete signing
💡 Efficiency Tip: Goal: Finish one full listing agreement — real or practice.
4
Presets: Send Agreements in Under 1 Minute
Presets are the secret to speed. Once set, you can send buyer agreements and offers in minutes — or less.
👇 Key Steps
- Access Frequent Presets in account settings
- Complete and save all preset fields
- Set preset values inside envelopes
- Align presets with broker requirements
- Customize presets when needed
- Review PDFs for accuracy
- Create and send a new agreement lightning fast
5
Write Offers From Your Phone (Seriously)
No laptop required. Write and send offers directly from your phone — anywhere, anytime.
👇 Key Takeaways
- Full offer writing from mobile
- Faster response times for clients
- More flexibility in your day
- Increased confidence and speed
6
Connect with Our Community and Stay Updated!
📲 Connect with our Community:
- Join our Facebook Group: https://www.facebook.com/ClickContracts
- Follow Us on Instagram: https://www.instagram.com/clickcontracts
- Subscribe on YouTube: https://www.youtube.com/@ClickContracts
- Connect with us on LinkedIn: https://www.linkedin.com/company/click-companies
7
Here’s How to Get Help and Keep Winning!
A quick guide to all the support resources available to help you succeed after activating your Click app.
👇 Key Takeaways
- Access “Contact Support” from your home screen to ask questions directly.
- Find answers quickly through the built-in help box or dedicated help articles section.
- Reach out at support@clickcontracts.com for additional assistance.
- Watch tutorials on YouTube and check your email for new feature updates.
- Get help and share insights in the exclusive Click Facebook group.
- Take advantage of live training sessions for ongoing education and improvement.
- The Click team is here to help you close more agreements and win more deals!