Easily read and understood by the seller the Quick CMA presents comparable information in a short, linear report format.

1. Perform a search for recently sold properties in the same area. 

2. In the Status – Date Range field, type in the number of days back.

3. View the results.

4. Click the checkbox to select the properties to include in the Quick CMA.

5. Click the Quick CMA button on the Button Bar.

The Quick CMA report opens:

Matrix will run the Minimum, Maximum, Average and Median calculations on set selected fields for the properties you selected.

Each Status is divided to display the calculations per status. At the bottom of the page, it shows the Averages for all the properties selected for your CMA.

6. Move your cursor to the bottom right of the page. The tool bar appears:

CMA

The CMA Wizard allows you to customize comparable information and incorporates color, charts and graphics for a more comprehensive CMA. 

It contains:

Search for Comparable Properties

1. Perform a search for recently sold properties in the same area.

2. In the Status - Date Range field, type in the number of days back.

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

Note: You can Narrow the results displayed on the screen to view only the ones you have selected. Click on Refine, and then Narrow. To Un-Narrow your results, click on the bread-crumb trail at the top of the search screen.

4. Click the Action button.

5. Click the CMA button at the bottom of the page. The CMA wizard starts and you will see the eight sections of the CMA at the top of the page.

Step 1 - Select Contact

The wizard launches with the Start Tab; here you select the client for whom you are preparing the CMA.

6. In the Select Contact Name field, click the drop down arrow to select an existing contact.

7. To add a new contact, click the Create New Contact Link. The Add New Contact window opens.

8. Add the contact’s information. Required fields are highlighted.

9. Click Save.

10. Enter your CMA description in the Description field.

11. Click the Pages tab to move to the next section of the CMA Wizard.

Step 2 - Pages Tab

This section is where you select the pages you want to include in your CMA. The table below briefly outlines the pages available. 

1. Click the Pages tab. The Page selection screen opens:

2. In the Available Pages box, click the "+" next to the section names to expand sections you wish to include in the report.

3. Click an item in the Available Pages section to move it to the Selected Pages section. You may add as many of the available pages as you wish.

4. Click the Subject tab to move to the next section of the CMA Wizard.

Step 3 - Subject Tab

This section is used to identify and provide detail information about the subject property. Enter the details for the Subject property by one of three methods:

Method 1 - Type in the subject property fields manually

1. Click the Type in the subject property fields manually link will provide a basic list of Subject Detail fields that you may enter manually. This is most often used when adding a For Sale by Owner property.

2. Upload a photo and enter Remarks.

Method 2 - Use a Previous Listing

1. Enter an FMLS Listing Number to use for auto-fill.

2. Click the Fill button after entering the FMLS #. The Subject Details screen opens:

3. Make any updates and changes you need.

Method 3 - Perform a Search

1. Select the Search for a Cross Property Listing to auto-fill form link.

2. Perform a search for the Subject Property.

3. Click Results.

4. Click the check box next to the property you wish to use as your Subject and click Fill from Selected at the bottom of the page. If you did not find the listing you were searching for click Revise Search.

5. Click the Cover tab to move to the next section of the CMA Wizard.

Step 4 - Cover Tab

This section is where you update your client’s information, your information; add a photo, if desired. The information you enter here appears on the cover of the CMA.

1. Click the Cover Tab. The Cover information screen opens:

2. Click Browse under Subject Cover Photo to upload a subject property photo that you have saved on your computer. If you auto-populated your Subject property from the MLS, a subject photo will automatically be selected. To change the auto-populated photo, click Browse to upload your own photo that you have saved on your computer.

3. Contact information is pre-populated from the Contact details you selected in the Start tab. Make any changes if needed.

4. If desired, edit your agent information, click Edit my information link.  The CMA Cover screen from My Matrix opens.

5. Click the check box next to the item you want to change. Make your changes. Click Save.

6. Click Upload photo link to browse to, select and upload a photo for the CMA.

7. Click Save.

8. Click Back to CMA.

9. Click the Comparables tab to move to the next section of the CMA Wizard.

NOTE: When you change the information on this screen, it changes for CMAs only. It does not change your roster information.

Step 5 - Comparables Tab

This screen is where you can add additional properties for comparison, review the list of properties, and remove any you choose to not include in the CMA.

1. Click the Comparables tab. The listing of properties you selected in your search to use in this CMA opens:

2. Review the listings from the initial search and click the check box to select the individual listings you wish to exclude as comparables. Click Removed Selected.

3. Do one of the following:

4. Click the Map tab to move to the next section of the CMA Wizard.

Step 6 - Map Tab

Click the Map Tab to view the map that will be included in the CMA report.

Click the Adjustments tab to move to the next section of the CMA Wizard.

Step 7 - Adjustments Tab

This section is where you can make adjustments and add information about the various comparable properties. There are two different views you can use to review this information: Single Line Mode and Detail Mode.

1. In Single Line Mode, use the Left and Right arrows to navigate to the different fields to enter your adjustments.

2. Click any comparable listing address or click the View in Detail Mode link to see a side-by-side comparison of the subject and adjusting property.

3. Enter adjustment information as it applies to each of your comparable properties in the boxes provided.  Use the minus (-) sign to reduce a value.

4. Click on Next Property to continue adjusting values for each of the comparables.

5. Click the Pricing tab to move to the next section of the CMA Wizard.

Step 8 - Pricing

The Summary table summarizes the price calculated from the adjusted comparables and provides you with an estimate of what the property is worth. 

You may enter your suggested List Price for the property, as well as any additional notes. You are limited to 250 & 1000 characters respectively for those fields.

Note: If the Pricing button is grayed out, the Pricing Recommendation page was not added to your CMA report. Click the Pages button on the navigation bar to go back and add the Pricing Recommendations page.

Click the Finish button to move to the last section of the CMA Wizard.

Finish Tab

1. Click the Finish Tab.

2. Click the View CMA link. A PDF version of the CMA opens for review in a new tab.

3. Use the icons in the lower right to save or print.

4. Close the tab to return to the CMA Finish screen.

Emailing the CMA

1. Click Email CMA on the Finish screen.

2. Complete the fields. Be sure and add a Subject Line and a message in the body section.

3. Click Edit Your Signature if you want to edit your signature

4. Click Send.

How Clients Access CMAs

When you send a CMA to a client using the Email CMA link, your client receives an email that is similar to the one below.

When the client clicks the link, the CMA opens.