Formulator Online

CTI has contracted with Reveal Systems to provide secured online access to state approved real estate forms and contracts through Formulator Online for licensed users of CTI Navigator. In addition to a library of approved forms, Formulator Online allows you to combine a variety of documents (such as maps, spreadsheets, word processing and pdf files) into a single transaction folder so you can easily manage all the relevant documents for a transaction together as a package. Formulator Online includes form templates, a global editor, printable blank forms, a library of approved clauses and favorite words, auto-calculation total and subtotal fields, and a full function real estate calculator with amortization table.

Formulator Online must be accessed through Internet Explorer (see note 1 below). MLS members use your CTI Navigator user ID and password to access Formulator Online as follows:

  1. Users of Windows XP, 2000 and 2003 skip to step 2 below. If you are using Windows Vista:
    1. Close all Internet Explorer (IE) screens
    2. Click on Vista's Start button and select "All Programs"
    3. Right-click on the IE icon and select "Run as Administrator" (this is necessary only for the initial installation)
  2. Open Internet Explorer (IE) and
  3. Enter your personal 6-character CTI Navigator user ID Code (not your full name) and your CTI Navigator password, and then click the Login button [Your user ID Code is displayed in the "Code" column under the Agents tab of the Roster in CTI Navigator. For assistance in determining your user ID Code or password, contact your local MLS office.]
  4. Click the large green button near the top of the Main screen that displays "Click here to Start Formulator Online" [for installation screenshots, see the related article below) 
  5. The first time you start Formulator Online:  [be patient - some of these screens may be very slow to open]
    1. Click OK on Windows IE's warning that "Formulator Online failed to start" 
    2. Click where indicated to install the add-on in IE's Information Bar at the top of the screen (just below the browser's address bar) displaying "This website wants to install the following add-on: "formulator.cab..."
    3. Click the Retry button on IE's resend screen
    4. Click the Install button on IE's Security Warning screen, then click Finish. [See notes 2 and 3 to close or save the website for future access.]
  6. If you are unfamiliar with using Formulator Online, click the "Support & Help" tab on the Main screen (before clicking to start Formulator Online), and select "How to Get Started PDF".
  7. If you have already installed Formulator Online, clicking the large green button at the top of the Main screen will directly open the Formulator program in your browser. [see note 3 below]
  8. If you have an older version of Formulator installed on your computer, click the "Upgrade/Install Formulator Plug-in" button to upgrade to Formulator Online.
  9. Select "Click here for Formulator FAQ" under the "Downloads & Plug-ins" tab for information on comparing versions of Formulator, fixing errors and configuring Internet Explorer.
  10. For tech support, phone Formulator Support at 303-500-1140, M-F 10 am -7 pm EST, or email to Support@RevealSystems.com.

Note 1: Formulator Online does not run in versions of Windows no longer supported by Microsoft (such as 98 and ME); does not run in Firefox or Mozilla web browsers; and does not run natively in Apple's Operating Systems.  It may run in a Mac that is running the Microsoft Windows Operating System through virtualization or emulation, but tech support is not provided for Apple or Mac based systems.

Note 2: Since this is an online version of Formulator, you may want to Bookmark or add its address to your Favorites in your IE browser for quick and easy access. Of course, the link to the Formulator Online webpage is also available through CTI's Help and Support website.  

Note 3: When Formulator Online opens, the menu (and icons) will not work until after you select one of the "Getting Started" options - Access the Forms Library; Open Online Transaction; Open Local Transaction; or Access Templates. If you prefer to bypass the Getting Starting options at startup, check "Don't show this dialog on startup" on the Getting Started screen. 

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Related articles and Internet links:

To return to CTI's on-line menu of Help & Tutorials for CTI Navigator, click here or use the back arrow at the top of your Internet browser.

 

rev. 09.18.2009