Comparable Market Analysis

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# Login to your '''Toolkit'''.  
# Login to your '''Toolkit'''.  
# Under the SELLERS CORNER area, click '''Listing Presentation (CMA)'''.
# Under the SELLERS CORNER area, click '''Listing Presentation (CMA)'''.
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#: Note: Clients that do not have “Seller’s Corner” purchased will just see a C
+
#: Note: Clients that do not have “Seller’s Corner” purchased will just see a CMA.
 +
#: [[File:CMA2014-1.jpg|border|link=http://wiki.propertyminder.com/images/1/1c/CMA2014-1.jpg]]
# Click ''''Create new CMA'''.
# Click ''''Create new CMA'''.
# Enter Property Information
# Enter Property Information
#: Name your report in the Title field and assign it to a contact from your contact list by inputting your desired contact or selecting it from the drop-down menu.
#: Name your report in the Title field and assign it to a contact from your contact list by inputting your desired contact or selecting it from the drop-down menu.
# Enter the subject property information:
# Enter the subject property information:
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#: [[File:Cma01.gif|border|link=http://wiki.propertyminder.com/images/2/23/Cma01.gif]]
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#: [[File:CMA2014-2.jpg|border|link=http://wiki.propertyminder.com/images/e/e6/CMA2014-2.jpg]]
# Click '''Save & Next'''
# Click '''Save & Next'''
# '''Comparable Search'''
# '''Comparable Search'''
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#: [[File:Cma02.gif|border|link=http://wiki.propertyminder.com/images/1/14/Cma02.gif]]
 
#: Enter search criteria for Comparable properties and press the Search button
#: Enter search criteria for Comparable properties and press the Search button
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#: [[File:CMA2014-3.jpg|border|600px|link=http://wiki.propertyminder.com/images/7/77/CMA2014-3.jpg]]
# Scroll down to search results and select which Comparable properties you would like to add to the CMA report
# Scroll down to search results and select which Comparable properties you would like to add to the CMA report
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#: [[File:Cma03.gif|border|link=http://wiki.propertyminder.com/images/4/43/Cma03.gif]]
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#: [[File:CMA2014-4.jpg|border|600px|link=http://wiki.propertyminder.com/images/0/04/CMA2014-4.jpg]]
# '''View the selected properties'''
# '''View the selected properties'''
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#: [[File:Cma04.gif|border|link=http://wiki.propertyminder.com/images/8/80/Cma04.gif]]
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#: [[File:CMA2014-5.jpg|border|600px|link=http://wiki.propertyminder.com/images/c/c3/CMA2014-5.jpg]]
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# Click on the '''Detailed view''' link below the map to see more details and photos. If you would like to exclude some property from your report, choose '''Simple view''' and click on its address. Then click '''remove from chosen''' on the top-left corner of property details window.
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#: [[File:Cma05.gif|border|link=http://wiki.propertyminder.com/images/6/6e/Cma05.gif]]
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# '''Presentation'''
# '''Presentation'''
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#: Edit the text of the pre-written marketing plan. You might want to replace it with your own marketing plan or just add some personal hints. Use check-boxes to choose the sheets to include in your report. Click on the '''Next: Generate Report''' button when you finish.
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#: Edit the cover sheet and/or text of the pre-written marketing plan. This can be done by highlighting the correct pages and then clicking the Edit button
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#: [[File:CMA2014-6.jpg|border|600px|link=http://wiki.propertyminder.com/images/5/5a/CMA2014-6.jpg]]
 +
#: Note: Some pages give you the option to EXCLUDE them from the CMA Report.
 +
#: [[File:CMA2014-7.jpg|border|600px|link=http://wiki.propertyminder.com/images/0/02/CMA2014-7.jpg]]
# '''Generate report'''
# '''Generate report'''
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#: [[File:Cma06.gif|border|link=http://wiki.propertyminder.com/images/c/ca/Cma06.gif]]
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#: Click on the Generate PDF button.
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#: Set the recommended price or price range first using '''Set Price''' and '''Set Price Range''' buttons.
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#: PDF will compile itself. Note: This may take a couple of minutes.
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#: Check off the option '''Make available for client on my site''' and your client will be able to access this report from client corner.
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#: Click Get PDF Report to download the PDF to your computer.
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#: Click on the '''Generate PDF Report''' button to preview your report in PDF format, print or save it. Return to the previous step and make some editing if needed.
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#: Click the “Send to Client” button if you would like the PDF sent to your client by e-mail.
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#: Click on the '''Preview / Send to Client''' button to preview your report in HTML format and send the PDF-version to the selected contact.
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#: Click the “Available for Clients”  button if you would like the CMA available for download to clients through your website.
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#: Check the box '''Make available for client on my site''' and client will read the document from the client area.
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#: [[File:CMA2014-8.jpg|border|600px|link=http://wiki.propertyminder.com/images/e/ee/CMA2014-8.jpg]]
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#You can return to any step at any time by clicking on its name on the upper navigation bar.
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# You can return to any step at any time by clicking on its name on the upper navigation bar.
All the reports which you have created before are available to you on CMA page.
All the reports which you have created before are available to you on CMA page.
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Please note when your potential client leave a request for CMA through Home Evaluation page on your website you also will see this record in the list of CMA.
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Please note when your potential clients leave a request for CMA through the Home Evaluation page on your website you also will see this record in the list of CMA.
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: [[File:Cma07.gif|border|link=http://wiki.propertyminder.com/images/9/93/Cma07.gif]]
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Latest revision as of 08:59, 13 March 2017

This feature is meant for sellers/listing agents. It allows you to complete a Home Evaluation Request in the Toolkit and send the report via email to your prospective client or print it for a listing appointment. The report will contain comparable active/pending/sold properties usually in a close proximity and similar criteria as the home seller's house.


To create Home Evaluation Report

  1. Login to your Toolkit.
  2. Under the SELLERS CORNER area, click Listing Presentation (CMA).
    Note: Clients that do not have “Seller’s Corner” purchased will just see a CMA.
    CMA2014-1.jpg
  3. Click 'Create new CMA.
  4. Enter Property Information
    Name your report in the Title field and assign it to a contact from your contact list by inputting your desired contact or selecting it from the drop-down menu.
  5. Enter the subject property information:
    CMA2014-2.jpg
  6. Click Save & Next
  7. Comparable Search
    Enter search criteria for Comparable properties and press the Search button
    CMA2014-3.jpg
  8. Scroll down to search results and select which Comparable properties you would like to add to the CMA report
    CMA2014-4.jpg
  9. View the selected properties
    CMA2014-5.jpg
  10. Presentation
    Edit the cover sheet and/or text of the pre-written marketing plan. This can be done by highlighting the correct pages and then clicking the Edit button
    CMA2014-6.jpg
    Note: Some pages give you the option to EXCLUDE them from the CMA Report.
    CMA2014-7.jpg
  11. Generate report
    Click on the Generate PDF button.
    PDF will compile itself. Note: This may take a couple of minutes.
    Click Get PDF Report to download the PDF to your computer.
    Click the “Send to Client” button if you would like the PDF sent to your client by e-mail.
    Click the “Available for Clients” button if you would like the CMA available for download to clients through your website.
    CMA2014-8.jpg
  12. You can return to any step at any time by clicking on its name on the upper navigation bar.

All the reports which you have created before are available to you on CMA page.

Please note when your potential clients leave a request for CMA through the Home Evaluation page on your website you also will see this record in the list of CMA.

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