CMA Reports
Creating a Net Sheet
What is a Net Sheet? A Net Sheet is a worksheet that breaks down the costs and expenses of selling a home to estimates the “net” dollar amount that a seller will receive after the sale. This sheet is a useful tool for client education and expectation ...
Running a CMA in Presentation Mode
Any CMA created through Cloud CMA can be run as a tablet or laptop presentation. Presenting the CMA on the tablet or laptop is a complement to your full CMA report, not a replacement. 1. Log in Matrix on your tablet. 2. Access Cloud CMA from the ...
Refreshing a CMA
If you have updated the FMLS listing information or find that listing information has been updated and want to update a CMA report with newly added data, open the CMA using Edit. Click Update Listings to refresh the data. Fetch Listings goes to the ...
Sharing a CMA
Cloud CMA has several ways you can share your CMA with your clients: Email Report - sends from Cloud CMA directly. Copy PDF Link - Allows you to copy the pdf link and insert into your own email Copy Live Link - Allows you to copy the live link and ...
Uploading a PDF
To upload a PDF for use in your CloudCMA presentations, click on your personal menu (either your photo or your initials) in the upper right corner of the system and choose Custom Pages. Scroll to the bottom of the screen and click Upload PDF under ...
Editing a CMA
At any time, you can edit or modify a CMA. When you make edits to a CMA, it overwrites the original CMA. 1. Access Cloud CMA. The Recent Reports screen appears: 2. Click the Edit button under the CMA you want to Edit. The CMA opens. 3. Click the tab ...
Custom CMA
The custom CMA report uses the same steps as a Simple CMA, but you can edit or customize additional options and pages. These items include: Adding expense items to create a Net Sheet. Making Adjustments to Comparables. Editing the Cover Letter, Agent ...
Simple CMA
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 ...
Quick & Dirty CMA
The Quick and Dirty CMA is one where you allow Cloud CMA to find and present comparable properties that are near and similar to the subject property. This will save you time because you don’t have to search for comps yourself. Notes There is no ...