toolkit cma presentation

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ToolkitCMA.com is web-based software that allows residential real estate professionals to create marketing proposals with CMA’s –listing and buyer presentations, property flyers, property tours, and more. This guide covers: • Setups How to create a Listing Presentation Presentation Output –Print/Email/Adobe PDF Saving Presentations • Flyers If you need assistance using ToolkitCMA, please contact the technical support group at 800-828-0970 or [email protected] the hours of 9:00 AM and 6:00 PM Eastern Time. TRAINING GUIDE

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Page 1: ToolKit CMA Presentation

ToolkitCMA.com is web-based software that allows residential real estate professionals to create marketing proposals with CMA’s –listing and buyer presentations, property flyers, property tours, and more.This guide covers:• Setups• How to create a Listing Presentation • Presentation Output –Print/Email/Adobe PDF• Saving Presentations• Flyers

If you need assistance using ToolkitCMA, please contact the technical support group at 800-828-0970 or [email protected] the hours of 9:00 AM and 6:00 PM Eastern Time.

TRAINING GUIDE

Page 2: ToolKit CMA Presentation

GETTING STARTED WITH TOOLKITCMA

You can access ToolkitCMA by logging onto myezaccess.com with your PFR or PPW username and password. On the drop down under

“Listing Management” you will find the Toolkit CMA access tab. Click on “Toolkit CMA” and you will be taken to the program.

Page 3: ToolKit CMA Presentation

After signing in, ToolkitCMA performs a check to make sure you have all of the latest program components. If ToolkitCMA finds available updates, a page will be displayed

with information about the files that need to be downloaded. The information includes component type, download size and estimated download times. Click the

Continue button to download the files.

INSTALLING TOOLKITCMA.COM

Page 4: ToolKit CMA Presentation

TOOLKITCMA.COM MAIN MENU

Make changes to your agent information here. You can add, replace, or delete your photo, enter a resume, enter buying and selling references, change your Sign-in

Email and change your ToolkitCMA.com password.

Page 5: ToolKit CMA Presentation

EDIT AGENT PROFILE

Click on Edit Agent Profile from the main ToolkitCMA.com menu to setup or change your agent information. You cannot change your name. The description on the last 4 fields (Home Office, Fax, Web Site, Email) can be edited by you. For example, if you want Home Office to show your Cell Phone, type in Cell Phone as the description. Be sure to click SAVE when finished.

Page 6: ToolKit CMA Presentation

ADD/CHANGE YOUR AGENT PHOTO

To add or change your photo, click Browse. This will open another window allowing you to find the directory on your PC where your photo is stored.

Click UPLOAD when finished.

NOTE:Your photo must be less than 3 megabytes in size. If your photo is greater than 3 megabytes, you will see a warning.If this occurs, please use photo editing software to reduce the size of the photo.

Page 7: ToolKit CMA Presentation

Select the presentation you want to create.

Click Begin to start.

TOOLKITCMA.COM MAIN MENU

Page 8: ToolKit CMA Presentation

When you begin your presentation with CMA, you are given a list of available documents. Whatever documents are checked will be the pages created in ToolkitCMA.

The list automatically includes pages set as default, however, you can select whatever pages you prefer by clicking on the check box to the left of each page selection.For example, If you want to print only the Summary CMA, you can Click on the Clear All button and then click just the Summary CMA.Click NEXT after making your selections.

NOTE: If you want to print only the Recommended Price Range, you must also select the Summary CMA page. Information printed on the Summary CMA is used to calculate the recommended selling price.SELECT DOCUMENTS

NOTE: You can also set your own defaults for this page. Simply select the pages you want and click MAKE DEFAULT. The next time you access ToolkitCMA, these pages will automatically be selected for you.

SELECT DOCUMENTS FOR YOUR PRESENTATION WITH CMA

Page 9: ToolKit CMA Presentation

You have the option of selecting your cover page from three (3) different styles:1.The cover page on the checklist contains text only, no photos.. 2.The second cover page displays your agent photo. This cover should only be selected if you have your photo added to the program in the Edit Agent Profile function. 3.The third cover page displays a photo of the subject property. Only select this cover if you have a digital photo of the subject property.

SELECTING A COVER PAGE

1

2 3

Page 10: ToolKit CMA Presentation

Enter the name and address for your prospect.

NOTE: On the field titled Salutation, enter only the name of your client, do not enter the salutation. You will be able to enter the salutation when typing in the actual cover letter.

NOTE: Only MLS systems with mapping enabled will see Subject Zip Code field and Label Address on Individual Comparable Maps.

PROSPECT INFORMATION

Page 11: ToolKit CMA Presentation

COMPOSE YOUR COVER LETTERYou can Clear everything in the letter, start from scratch and save as default. Or you can edit the letter and save as default. If you want the salutation to be different (for example without the Dear or colon) you can change this as well. You can change everything except for your name. You are allowed approximately 1200 characters and spaces. When finished be sure to click on Save as Default & Next if you want this letter to be used on your next presentation.

COVER LETTER

Page 12: ToolKit CMA Presentation

There are pages specific to your PFR & PPW.

Not all of them are shown here, but be aware you can include these pages when printing your presentation.

PFR & PPW PAGES

Page 13: ToolKit CMA Presentation

Determining the Value of Your Home

These pages discuss what a CMA is and why it is an important and effective tool when pricing the home for sale.

VALUE AND PRICING

Page 14: ToolKit CMA Presentation

There are two subject property profile pages offered in ToolkitCMA.One does not include a picture and the other does include a picture of the property that you provide. You would not select either of these pages unless you have detailed information on the subject property.

SUBJECT PROPERTY PROFILE PAGE

The fields shown here are determined by which MLS

interface is selected.

Page 15: ToolKit CMA Presentation

1. To import properties, Select your MLS Interface from the drop-down list. 2. If you are unfamiliar with the procedures for downloading comparable properties, Print the MLS Download Instructions. Select your printer and click on Print Instructions. Follow the step-by-step procedures in order to access your MLS, log in and search to find comparable properties. 3. Under Get the Property Data, click on Import Property Data. In most cases, a new window will open allowing you to login to your local MLS.

You can also manually enter comparable properties by selecting Manual Entry.

NOTE: If you use more than one MLS the procedures may vary. We suggest you print a hard copy of the download instructions for each MLS interface until you are familiar with the procedures.

LOAD LISTINGS Importing properties from your MLS

Page 16: ToolKit CMA Presentation

If you are working with a saved presentation, or go back to a previous screen after downloading properties from your MLS, ToolkitCMA will ask if you want to Use Existing Properties. Select this option if the properties you want have already been downloaded.

NOTE: If you want to add additional properties to ones previously downloaded, check Add Listings to Existing Properties, then Import Property Data. Follow the MLS access guide to download the comparable properties you want to add to your presentation.

USE EXISTING PROPERTIES

Page 17: ToolKit CMA Presentation

Camera Icon Indicates the downloaded

property information includes a photo.

SELECT PROPERTIES

NOTE: You can manually add a property that is not in your MLS.

Once the MLS property data has been downloaded, this page will appear showing each property. Click the box to the left of the listing to include it in your CMA presentation or click MARK ALL if you want to

include all listings. To view the details or edit the listing before selecting it to be included in the presentation, click

Details/Edit button to the right of each listing. A more complete description of the property will display with a picture, if available.

Page 18: ToolKit CMA Presentation

MLS PROPERTY DATADETAILS/EDIT

NOTE: The fields shown here

are determined by which MLS interface is

selected.

Click on Edit to change property details or correct misspellings.

Detailed property information downloaded from your MLS is shown in the DETAILS/EDIT window. You can MARK this property to include it on your CMA

presentation. Use PREV or NEXT to scroll through all properties.

Page 19: ToolKit CMA Presentation

EDIT PROPERTY INFORMATION

You can modify any of the information downloaded from your MLS. You can change text, correct misspellings or add a photo to a property that does not have one. Once your edits are complete, click SAVE.

Page 20: ToolKit CMA Presentation

COMPARATIVE MARKET ANALYSIS SUMMARY PAGE

This information is a summary of all properties included in the CMA.

It gives a breakdown for each property with subtotals for each status (sold, active, under contract, etc.).

Median –is the middle amount when the prices are arranged from lowest to highest price.

Page 21: ToolKit CMA Presentation

CUSTOMIZABLE SUMMARY PAGE

You can select any field downloaded from your MLS to print on your customizable summary CMA report. Select the field and click the right arrow to move from Available Fields to Selected Fields. To change the sequence of how the fields print, use the up or down arrow. Depending on how many fields you select, the customizable summary CMA report may print in landscape or portrait.

Once selected, you can save Selected Fields as a default for future presentations.

If you add more fields than will fit on the page, you will receive a warning from ToolkitCMA and be required to remove a field in order to add the new one.

CUSTOMIZABLE SUMMARY REPORT

Page 22: ToolKit CMA Presentation

MAP OF COMPARABLE PROPERTIES

Include a report showing the subject property and all comparable properties on a map.

NOTE: Only available if mapping is activated with your MLS.

Page 23: ToolKit CMA Presentation

THREE PICTURE CMA

The three picture CMA page shows the picture and details for three comparable properties and arranges/groups properties by status.

Page 24: ToolKit CMA Presentation

COLUMNAR CMA REPORTS

You can print a columnar report showing 5 comparable properties and pictures of each property. The subject property is not included.

There are also other variations of the report.

Columnar CMA5 Properties per page with picture

Page 25: ToolKit CMA Presentation

COMPARABLE PROPERTY FLYERS

The Comparable Property Flyer prints one page for each property downloaded from the MLS.

(Property detail is determined by which MLS interface you use)

This flyer includes a picture as well as a map of the property.

Page 26: ToolKit CMA Presentation

COMPARATIVE MARKET ANALYSIS GRAPHED BY STATUS

Include the CMA report graphed by status to display price range statistics for each property status included in your presentation.

Page 27: ToolKit CMA Presentation

CMA STATISTICSThese pages contain bar charts showing statistics on the comparable properties. A chart for each status downloaded from the MLS is generated from the property data.

Page 28: ToolKit CMA Presentation

RECOMMENDED PRICE RANGEPRICING YOUR PROPERTY TO SELL

This page automatically calculates the suggested price range where the subject

property should be listed to achieve a maximum sale price in a reasonable period of

time. You must also select the SUMMARY CMA PAGE for this page to calculate.

PRICING STRATEGY WORKSHEET If you prefer, you can enter your own

suggested selling price and information supporting how this range was determined by selecting the Pricing Strategy Worksheet. All

text on this page can be edited by you. You can save your entries as a default for future listing

presentations.

Page 29: ToolKit CMA Presentation

ESTIMATED NET PROCEEDS

If you know the current mortgage balance on the subject property, you can complete this page based on your proposed selling price. This area shows the homeowner estimated fees they can expect to incur. The bottom line will calculate the estimated net proceeds the seller can expect to receive at closing.

Enter the different fees associated with settlement. NOTE: Although default amounts and descriptions appears when you have selected this page, you can change any and all of the information to suit your needs. When completed, click SAVE AS DEFAULT & Next for future CMA presentations.

Page 30: ToolKit CMA Presentation

MARKETING PLAN WORKSHEET

This worksheet gives you the opportunity to present your marketing plan for the subject property.

Although a default marketing plan appears when you have selected this page, you can change any and all of the text to suit your needs.

When completed, you can SAVE AS DEFAULT for future CMA presentations.

Page 31: ToolKit CMA Presentation

SERVICES

These pages and others describe in detail what services you and your company provide to the client.

Page 32: ToolKit CMA Presentation

PREPARE FOR SHOWING THE HOME

This page gives your client detailed information on

preparing their property for a showing.

Page 33: ToolKit CMA Presentation

AGENT RESUME AND REFERENCESYou can include your resume and references in any

presentation. You can edit your resume and customer references

by accessing these functions from the main ToolkitCMA menu.

Page 34: ToolKit CMA Presentation

PRINT/PREVIEW

SAVE your CMA before exiting!

The Print window gives a summary of the CMA presentation you just created. Note that the boxes on the left are all checked indicating the CMA is finished.

Print 1 copy to Selected Printer –select the number of copies you want to print. The default is 1 copy. Pull down the box to send your presentation to a different printer than the one shown. E-mail a PDF of the Presentation–Select this option if you want to send the final presentation to your client via email. Print Preview–If you select Print Preview and then OK, each page in the presentation will appear in another browser window. If you find misspellings or left a page out, you can go back and add or change information before printing. Create Acrobat PDF file–Use this option if you want to archive the presentation for future reference. You will be asked to name and specify where to save the file. NOTE: PDF files cannot be edited in ToolkitCMA. .

Page 35: ToolKit CMA Presentation

SAVE CMA

When you click SAVE, you can name the presentation and save only properties

selected. If you want to save all properties downloaded from your MLS, uncheck the box

Save Marked Properties Only.

If you save the presentation again, you can choose to

overwrite the existing presentation or create a new

presentation with a new name.

Page 36: ToolKit CMA Presentation

E-MAIL A PDF PRESENTATIONIf you selected an e-mail a PDF of the presentation the following window will appear. Enter your clients e-mail address and a subject for the mail.

Type your message in the message body. To view the presentation before sending, click on the link between paragraphs. If necessary you can go back and make changes.

If you want to save your message for future use, click on Save as Default. When finished click Send e-mail.

NOTE: When your client receives the mail, they will be able to Click here to see the presentation you created. Your client will have 15 days to view and/or print the presentation you created.

Page 37: ToolKit CMA Presentation

MOVING AROUND IN TOOLKITCMA

More than just a listing presentation with CMA, ToolkitCMA can produce property flyers, property tours, buyer’s presentations, FSBO presentations, and expired listing presentations.

Print a Page TemplateIf you have a document that you created in another program, that you want to include in your presentation, print the Presentation Page Template. Then use the template as letterhead to print your document through the other program.

While creating any presentation, you will be able to determine where you are by referring to the blue bar at the top of each window. If you need to go back, you can go

to a previous page. For example, to select additional documents, click on Select Documents to be taken directly to this window.

Page 38: ToolKit CMA Presentation

SAVED PRESENTATIONS

Saved presentations will appear on the Main Menu within ToolkitCMA. Presentations are stored for 30 days, saved flyers for 180 days.

If you want to modify a saved presentation, select it from the list and click Begin.

Saved Presentation Manager, an option found on the main ToolkitCMA menu, allows you to delete old presentations and flyers that you no longer need. Select each one you want to delete and click Delete Selected. When finished CLOSE to return to the main menu.

Page 39: ToolKit CMA Presentation

FLYERS

There are many different flyer templates in ToolkitCMA. Select Create A Flyer from the Main ToolkitCMA menu. A small sample of each flyer will display. After

deciding which flyer you want to create, click on Create This Flyer.

Page 40: ToolKit CMA Presentation

You can enter all property data manually or pull property data from your MLS.

NOTE: Only the primary photo is downloaded into ToolkitCMA from the MLS. To include additional photos on the flyer, you will need digital photos, or to manually download other pictures from the MLS.

Flyers are stored for 180 days.

FLYERS

Page 41: ToolKit CMA Presentation

SAMPLE FLYERS

Page 42: ToolKit CMA Presentation

Need Help using ToolkitCMA.com? Choose the following options.

On the main menu, select View/Print the Startup Guide

SUPPORT

Click on the link at the bottom of the window Contact Technical Support. Details will display

allowing you to call, fax or email us.

Contact technical support. On the bottom of each window in ToolkitCMA.com is the

toll-free number to speak to technical support.

Chuck Yeager - Technology Trainer