Comparable Market Analysis
From PropertyMinder WIKI
(Difference between revisions)
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# Click on the '''Comparable Market Analysis''' icon. | # Click on the '''Comparable Market Analysis''' icon. | ||
# Click '''Create new CMA'''. | # Click '''Create new CMA'''. | ||
| - | # Name your report in the '''Title''' field and assign it to a contact from your contact list by clicking the button '''Change'''. | + | # '''Enter Property Information''' |
| - | #:[[File:Cma00.gif|border|link=http://wiki.propertyminder.com/images/6/64/Cma00.gif]] | + | #: Name your report in the '''Title''' field and assign it to a contact from your contact list by clicking the button '''Change'''. |
| + | #: [[File:Cma00.gif|border|link=http://wiki.propertyminder.com/images/6/64/Cma00.gif]] | ||
# Enter the subject property information: | # Enter the subject property information: | ||
| - | #:[[File:Cma01.gif|border|link=http://wiki.propertyminder.com/images/2/23/Cma01.gif]] | + | #: [[File:Cma01.gif|border|link=http://wiki.propertyminder.com/images/2/23/Cma01.gif]] |
#* Press the '''Import from MLS''' button and type the MLS number to load listing details from MLS | #* Press the '''Import from MLS''' button and type the MLS number to load listing details from MLS | ||
#* or click the '''Input new address''' button and type property details manually. | #* or click the '''Input new address''' button and type property details manually. | ||
#: Then press '''Create''' button and go to the next step. | #: Then press '''Create''' button and go to the next step. | ||
| - | # Enter search criteria for | + | # '''Comparable Search''' |
| - | # View the selected properties. 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. | + | #: [[File:Cma02.gif|border|link=http://wiki.propertyminder.com/images/1/14/Cma02.gif]] |
| - | # 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. | + | #: Enter search criteria for Comparable properties and press the '''Find Comparables''' button. |
| - | # Generate | + | #: When you get the list check off the listings from search results, which you would like to include in your report and go to the next step. |
| + | #: [[File:Cma03.gif|border|link=http://wiki.propertyminder.com/images/4/43/Cma03.gif]] | ||
| + | # '''View the selected properties''' | ||
| + | #: [[File:Cma04.gif|border|link=http://wiki.propertyminder.com/images/8/80/Cma04.gif]] | ||
| + | #: 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. | ||
| + | #: [[File:Cma05.gif|border|link=http://wiki.propertyminder.com/images/6/6e/Cma05.gif]] | ||
| + | # '''Presentation''' | ||
| + | #: 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. | ||
| + | # '''Generate report''' | ||
| + | #: [[File:Cma06.gif|border|link=http://wiki.propertyminder.com/images/c/ca/Cma06.gif]] | ||
| + | #: Set the recommended price or price range first using '''Set Price''' and '''Set Price Range''' buttons. | ||
| + | #: Check off the option '''Make available for client on my site''' and your client will be able to access this report from client corner. | ||
| + | #: 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. | ||
| + | #: Click on the '''Preview / Send to Client''' button to preview your report in HTML format and send the PDF-version to the selected contact. | ||
| + | #: Check the box '''Make available for client on my site''' and client will read the document from the client area. | ||
#You can return to any step at any time by clicking on its name on the upper navigation bar. | #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 client leave a request for CMA through Home Evaluation page on your website you also will see this record in the list of CMA. | ||
| + | |||
| + | #: [[File:Cma07.gif|border|link=http://wiki.propertyminder.com/images/9/93/Cma07.gif]] | ||
[http://wiki.propertyminder.com/index.php?title=Comparable_Market_Analysis&printable=yes Printable Version] | [http://wiki.propertyminder.com/index.php?title=Comparable_Market_Analysis&printable=yes Printable Version] | ||
Revision as of 09:37, 20 June 2011
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
- Login to your Toolkit.
- Click on the Comparable Market Analysis icon.
- Click Create new CMA.
- Enter Property Information
- Name your report in the Title field and assign it to a contact from your contact list by clicking the button Change.
-
- Enter the subject property information:
- Press the Import from MLS button and type the MLS number to load listing details from MLS
- or click the Input new address button and type property details manually.
- Then press Create button and go to the next step.
-
- Comparable Search
-
- Enter search criteria for Comparable properties and press the Find Comparables button.
- When you get the list check off the listings from search results, which you would like to include in your report and go to the next step.
-
-
- View the selected properties
-
- 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.
-
-
- Presentation
- 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.
- Generate report
-
- Set the recommended price or price range first using Set Price and Set Price Range buttons.
- Check off the option Make available for client on my site and your client will be able to access this report from client corner.
- 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.
- Click on the Preview / Send to Client button to preview your report in HTML format and send the PDF-version to the selected contact.
- Check the box Make available for client on my site and client will read the document from the client area.
-
- 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 client leave a request for CMA through Home Evaluation page on your website you also will see this record in the list of CMA.
