A simple CMA is allows you to select the comparable properties from Matrix and bring them over to Cloud CMA.  Then you use the Cloud CMA “default page selections” to create a CMA quickly.

To create a Simple CMA:

1. Perform a search In Matrix for recently sold properties in the same area as the subject property.

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

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

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

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

Cloud CMA launches...

6. In the Client field, enter a name for your CMA.

7. Enter any notes in the Private Notes section.

8. Enter the address of the Subject Property. As you type the address, Google Maps provides a list of properties. Click to select.

9. In the Subject Property section, click add cover photo. Search for and select the photo of the subject property. Make sure the Photo type is a jpeg and make sure the max pixel size is 670x829.

10. If the property has been listed before in Matrix it will pull over Sq FT, Beds, and Baths.  Adjust these values if needed.

11. Click Fetch Listings.

Organize Listings

12. In the Summary of Listings section, Cloud CMA provides Low, Median, Average, High with a map showing the subject and comparable properties.

13. Scroll through the list of comparables and uncheck the ones you DO NOT want to include.  Check to see if the subject property pulls in - if so, uncheck it.  If you want to change the order that comparables appear in your report, you can click and drag to rearrange the order.

14. If you want to enter a Suggested List Price, you can type in the amount in the Subject Property field.

15. To enter Net Sheet items, click Price Guide and Net Sheet link.

16. The window expands and provides a space for you to enter Net Sheet items. (Optional)

17. Click Customize Report.

Customize Tab

You can add and subtract pages from your CMA to fit your needs and presentation.

1. To add a page, click the drop-down arrow next to the section.  It expands with a list of potential pages you can add.

2. Click the green plus + sign to move your desired page over.

3. To view the contents of a page, click the eye icon next to its name.

A PDF view opens:

4. To remove a page, hover over the right side of the page's name and click the red minus sign.

Changing Themes

Under your CMA report are some options you can select.

 

1. Click Theme. The theme selection window opens.
   
   
   
   
2. Click the drop-down arrow in the Select a new theme A list of themes and color schemes opens. Scroll to view choices. Click to select.
3. Once you select a theme, click Choose Theme.
4. Click Layout to select a report layout.
   
   
   
   
5. Click the report you want to use.
6. Click Font to select a font style for this CMA.
   
   
   
   
7. Click to select. Or click Use theme default.
8. Click Publish Report. You may see this dialog box.
   
   
   
   
9. If you select Try Modern, you will see a different layout theme for you report. The color combo you select is maintained. The system updates the report.
10. To finish, click Publish again.
11. Once it publishes you may view it, send it or send links to your clients.