Creating a Buyer Tour

Creating a Buyer Tour

Buyer Tour reports are multi-property reports you give to your buyer clients when you take them to tour homes. Each property has its own section in the report containing information from around the web like FMLS data, maps, mortgage calculations, schools, and more. Each property also has a buyer comment form that your buyer can fill out during the tour.

To create a Buyer Tour:

1. Perform a search In Matrix for properties in the same area that your Buyer is interested in.

2. Enter any additional criteria, such bedrooms, baths, subdivision, schools, etc.

3. Click Results. Click the select box next to each listing you wish to include in the report.

4. Click the Cloud CMA button at the bottom of the page.

5. Click Buyer Tour tab.


6. Click Create Buyer Tour.


7. In the Client field, enter a name for your Buyer Tour.

8. Enter any notes in the Notes section.

9. Your selected properties are listed in the MLS Numbers section. Click Fetch Listings. The Listings tab opens with the Listings in a map and a list below.


10. You can organize your listings; click the drop-down arrow next to Sort Listings Or you can drag and drop in order you want.

11. Click Customize Report.

12. Add any pages you want to your tour.

13. In the right-hand column are some options you can select. Click the link under Theme. The theme selection window opens.


14. Click your theme, layout, cover, etc.

15. Once you select a theme, click Use this Theme.

16. Leave the Default under Layout to Two Photos.

17. Click the link under Font to select a font style for this Buyer Tour or use the theme default.

18. Click Publish Report. The report publishes.


NOTE: Once you have published the tour, an email is automatically generated to your default email. This is for your information only and is not sent to the client.

19. Click View PDF to preview your report.

 

SHARING THE BUYER TOUR WITH YOUR CLIENT

Cloud CMA has several ways you can share your Buyer Tour with your clients:

  • Copy PDF Link - Allows you to copy the pdf link and insert into your own email
  • View Slideshow – Allows you to run slideshow on your computer
  • Copy Slideshow Link - Allows you to copy the live link and insert into your own email
  • Email Report - sends from Cloud CMA directly.

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