Creating a CMA

---

Creating a CMA Enhanced Toolkit CMA “Search” a real time saver…

Comparative Market Analysis Proposal From your Dashboard on the agent-side of jackconway.com Click on Toolkit CMA

1

Under Preferences you would modify your agent profile and add your quality photograph. 1

Comparative Market Analysis Proposal

2

Note: The boxes I have checked will deliver a well-rounded presentation to the homeowners… After making selection CLICK SET AS DEFAULT

3 2

Comparative Market Analysis Proposal

If you make any changes to the letter wording click

4 5

SAVE AS DEFAULT AND NEXT.

3

Obtaining the Data

Select Criteria for your CMA • Property Type • Status • Standard Search Criteria • Select Town • Advanced Criteria – Style and any other criteria required. • SEARCH Now

NOTE: CMA Example done in MLS PIN – Enhanced CMA feature is not available for the Cape Cod MLS using Rapattoni

Obtaining the Data

• Select each property that you will use in your CMA • Select EMAIL • So you don’t have to type each listing number into Toolkit CMA this is an easy way to get your selection into the CMA – RIGHT CLICK SELECT COPY on all the listing #’s - You will NOT be emailing these comps. • Page 5 – MLS # SEARCH – RIGHT CLICK PASTE

Obtaining the Data 6

7 A great time saver is doing your homework in MLS PIN before you start the CMA

8

Select MLS # Search

9 4

10

Obtaining the Data

MLS # SEARCH – RIGHT CLICK PASTE Saved MLS #’s

10-1

If you choose to the long route of writing down each MLS PIN # then manually adding to field box below make sure there is a comma between each listing. CLICK GET LISTINGS

You can also search by CRITERIA, a little longer process and not as much detail. 5

Obtaining the Data

10-2 03/01/2014-08/18/2014

10-3

Select your Statuses, Active, New, Under Agreement, etc. Select SOLD Date by using the calendar

10-4 10-5

6

Obtaining the Data

10-6 Select Area if applicable

10-7

Type, Style, GET LISTINGS.

6

7

Loading & Saving the Data 11

Online Chat 9:00 – 6:00 or 800 # under HELP

12

NOTE: CMA is saved for 90 days, make note to CHANGE NAME of file on day 85 and save as NEW FILE to save for another 90 days

Select Listings for your CMA (If updating CMA select GET MLS Property DATA )

8

Subject Home Information & Photo

13

20

Complete Subject Property information and BROWSE for the quality-photo of the house and upload.

9

Working the Data

14 Note: The List Price entered in # 14 also goes in Header 3 in Pricing Strategy below.

On Market Snapshot 2013 vs 2014 On Market – 2013 - $500,000 - $699,999 16 Homes – Average LP $568,793 Average DOM – 107

15

On Market – 2014 - $500,000 - $699,999 13 Homes – Average LP $583,161 Average DOM – 116

15

SOLD Market Snapshot 2013 vs 2014 Sold – 2013 - $500,000 - $699,999 15 Homes – Average SP $543,533 Average DOM 122 SP|LP 97% - SP|OP 94% Sold – 2014 - $500,000 - $699,999 15 Homes – Average $555,420 Average DOM – 93 SP|LP 98% - SP|OP 97% 10

Marketing Plan 16

Generic

Modified Marketing Plan of Action – include all the marketing you do…

11

Creating the Presentation

17

Once you create your presentation and see a typo or you need to adjust the price all the fields here are live.

12

View & Save the Presentation 18

SAVE 19

MOBILE

13

E-Mail the Presentation

1 2

You need to REVIEW PDF then SEND E-MAIL Includes MOBILE Version

3 18

E-Mail the Presentation Generic E-Mail

Personalized E-Mail

19

Printing the Presentation

1

Office Konica Minolta 14

Printing the Presentation Office Konica Minolta

3

4

5 2

6

7 15

Printing the Presentation

1

Office Lexmark X736de

16

Printing the Presentation 3

Office Lexmark X736de

4

2 5 7 To PRINT IN COLOR uncheck print black and white, the printer will revert back to B&W when finished.

6 17