Creating a

CMA

Enhanced Toolkit

CMA “Search”

a real time saver…

Comparative Market Analysis Proposal

1

From your Dashboard on the agent-side of jackconway.com

Click on Toolkit CMA

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

2

3

Comparative Market Analysis Proposal

3

If you make any changes to the letter

wording click

SAVE AS DEFAULT AND NEXT.

4 5

NOTE: CMA Example

done in MLS PIN –

Enhanced CMA feature

is not available for the

Cape Cod MLS using

Rapattoni

Select Criteria for your

CMA

• Property Type

• Status

• Standard Search

Criteria

• Select Town

• Advanced Criteria –

Style and any other

criteria required. • SEARCH Now

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

4

8

9

6

7

A great time saver is doing

your homework in MLS PIN

before you start the CMA

Select MLS # Search

Obtaining the Data

5

You can also search by

CRITERIA, a little

longer process and not

as much detail. 10-1

MLS # SEARCH – RIGHT CLICK PASTE Saved

MLS #’s

Obtaining the Data

10

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

6

10-2

10-3

10-4

10-5

Select your Statuses,

Active, New, Under

Agreement, etc.

Select SOLD Date by

using the calendar

Obtaining the Data

03/01/2014-08/18/2014

Obtaining the Data

7

6

10-6

10-7

Select Area if

applicable

Type, Style, GET

LISTINGS.

Loading & Saving the Data

8

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

12

Online Chat 9:00 – 6:00

or 800 # under HELP 11

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

Subject Home Information & Photo

9

20 Complete Subject Property

information and BROWSE

for the quality-photo of the

house and upload.

13

Working the Data

10

15

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

On Market – 2014 - $500,000 - $699,999

13 Homes – Average LP $583,161

Average DOM – 116

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%

15

Marketing Plan

11

Generic Modified

Marketing Plan of

Action – include

all the marketing

you do…

16

Creating the Presentation

12

17

Once you create your

presentation and see a

typo or you need to

adjust the price all the

fields here are live.

View & Save the Presentation

13

SAVE 19

18

MOBILE

E-Mail the Presentation

18

1

2

You need to REVIEW PDF

then SEND E-MAIL Includes

MOBILE Version

3

E-Mail the Presentation

19

Generic E-Mail Personalized E-Mail

14

Printing the Presentation

Office Konica Minolta

1

15

Printing the Presentation

Office Konica Minolta

2

3

4

5

6 7

16

Printing the Presentation

Office Lexmark X736de

1

17

Printing the Presentation

To PRINT IN COLOR uncheck

print black and white, the printer

will revert back to B&W when

finished.

Office Lexmark X736de

2

3

4

5

6 7