TABLE OF CONTENTS WELCOME TO ENEIGHBORHOODS... 1 CLASS OBJECTIVES... 1 CHAPTER 1 GETTING STARTED Opening CMA through WyldFyre7...

Transcription

1 TABLE OF CONTENTS WELCOME TO ENEIGHBORHOODS... 1 CLASS OBJECTIVES... 1 CHAPTER 1 GETTING STARTED... 2 Opening CMA through WyldFyre Opening CMA through eneighborhoods... 2 Main Window... 3 CHAPTER 2 - CREATING A CMA... 4 Steps to Creating a CMA... 4 Step 1: Create your Search in WyldFyre Step 2: Open the CMA Program through WyldFyre Step 3: Enter the Subject Property Information... 5 Step 4: Review Comparables... 7 Step 5: Customizing the Map Step 6: Adjust the Comparables Step 7: Calculate Seller's Net Sheet Step 8: Create Marketing Plan Step 9: Adjust the Suggested List Price Step 10: Present the CMA Step 11: Publish the CMA Step 12: Save the CMA Step 13: Close the eneighborhoods Program CHAPTER 3 OPENING A SAVED CMA... 30

2 Welcome and Class Objectives WELCOME TO ENEIGHBORHOODS Welcome to the CMA training class. We are pleased to have you join us today. We think you will find this module to be exciting and useful. This class will guide you through the basics of setting up a CMA, modifying CMA reports as well as ing your CMA reports to your clients. CLASS OBJECTIVES Learn how to open CMA through WyldFyre7 and eneighborhoods Learn how to Create a CMA Learn how to Import listings into your CMA Learn how to Customize the map Learn how to Create a Net Sheet Learn how to Adjust Comparables and Suggested List Price Learn how to Create a Marketing Plan Learn how to Modify the Reports Learn how to Preview, Edit, Print, Save as a PDF and your CMA Learn how to Open a saved CMA Page 1

3 Chapter 1 - Getting Started CHAPTER 1 GETTING STARTED Opening CMA through WyldFyre7 Click on your WyldFyre7 icon on your desktop. Once in the program, perform your search for your CMA and then click on the CMA button on your Application Toolbar (see Steps to Creating a CMA on page 4). Opening CMA through eneighborhoods If you would like to open the CMA program without opening WyldFyre7, then click on your eneighborhoods icon on your desktop. Once in eneighborhoods, then click on the CMA button on your Application Toolbar. You will be able to search for properties when you are in the Comps tab (see Searching the MLS for Comps while in the Comps tab on page 7). Page 2

4 Chapter 1 - Getting Started Main Window Once you open the CMA program, you will be at the Main Window. You have 9 tabs going across the screen starting with Subject. Each tab has its own Features and Functions Toolbar that will change as you go from tab to tab. Each tab is explained in detail in the Steps to Creating a CMA on page 4. Menu Bar Tabs Features & Functions Toolbar Page 3

5 CHAPTER 2 - CREATING A CMA Steps to Creating a CMA 1. Create your search using WyldFyre7 2. Open the CMA program through WyldFyre7 3. Enter the Subject Property Information 4. Review Comparables 5. Customize the Map 6. Adjust Comparables 7. Calculate Seller s Net Sheet 8. Create Marketing Plan 9. Adjust the Suggested List Price 10. Present the CMA 11. Publish the CMA 12. Save the CMA 13. Close the eneighborhoods program Step 1 Create your Search in WyldFyre7 To import properties from WyldFyre7 to CMA, you must first display the desired properties in the Property Listing Table in WyldFyre7 and download photos if needed. Be sure to mark the properties that you want to import into the CMA program. See the WyldFyre7 Training Manual on how to perform a search, marking properties and downloading photos. Page 4

6 Step 2 - Open the CMA Program through WyldFyre7 While at the Property Listing Table in WyldFyre7, click the CMA button on the Application Toolbar. This will open the CMA program and import your listings into the Comps tab (see Step 4 Review Comparables on page 7). Step 3 - Enter the Subject Property Information The Subject tab is the first tab that opens and displays the owner, subject property information and subject property photo. Page 5

7 1. Add a Title to your report and keep the default date or you can change it. 2. Enter the owner information and the number of bedrooms and bathrooms, square footage, lot size, and year built. You will want to fill in the square footage, as this information is used for price calculations. 3. You have the option to add Agent Remarks. 4. If you would like a subject photo in your CMA report, click on the Add/Change Photo link. You will need to find the directory as to where you saved your photo and select it. 5. Click the Open button to get back to the Subject tab. You photo should now appear in the box. 6. To clear out the entire page and start over, click on the Clear button on the Features and Functions Toolbar. When you are completed with the Subject tab, click on the Comps tab. Page 6

8 Step 4 - Review Comparables The Comps tab will display the properties that you imported into the CMA program from WyldFyre7. If you did not perform a search in WyldFyre7, then you can still search the MLS by using the Search MLS button (see Searching the MLS for Comps while in the Comps Tab below). Searching the MLS for Comps while in the Comps Tab If you still need to search for listings, then click on the Search MLS button on your Features and Functions Toolbar. The program will take you into the search window within WyldFyre7. Perform your search and the matching listings will import into your Comps tab. Page 7

9 Selecting Comparables Once you have the listings in the Comps tab, you can then select the ones you want to use for your reports. To select a listing, simply click in the box so that a check mark appears. To uncheck the listing, click on the check mark and it will disappear. Or you can select all of the listings by clicking on the Select All button on your Features and Functions Toolbar. You can also deselect all of the properties that are selected by clicking on the Select None button on your Features and Functions Toolbar. As you select or deselect properties, the Summary information at the bottom of your screen will change. Adding Comparables 1. You can add any comparable properties to your list by clicking on the Add Listing button on your Features and Functions Toolbar. 2. The Listing Details window opens. Enter the information in any of the 6 tabs; General, Remarks, Features, Agent/Office, Schools or Other. 3. Click on the Save button to include the new property in your list. Page 8

10 Editing Comparables You can edit any property on the list by highlighting the property and clicking on the Edit Listing button on your Features and Functions Toolbar. 1. You can edit any of the information by typing over the data and clicking the Save button to accept the changes. 2. You have 6 tabs of information that you can edit; General, Remarks Features, Agent/Office, Schools and Other. Page 9

11 Clearing All Listings The Clear All Listings button allows you to remove ALL of the listings in your comps tab so that you can start all over again with a new search. After you click on the Clear All Listings button on your Features and Functions Toolbar, the program will ask you if you are sure you want to clear all listings. Select Yes. Advanced Select You have the option to search on a specific field within your comps list. For instance, you may want to find the listings that match a specific Sold Price. 1. Click on the Advanced Select button on your Features and Functions Toolbar. 2. Click on the drop down arrow to select a field to search on. 3. In the criteria field, enter a field in both columns. 4. Click on the Add > link to add to the Search Parameters box. 5. Click on the Count button to see the number of matching properties. 6. Click on the Search button and the program will check mark the properties that meet the criteria that you entered. 7. Click Cancel if you want to close the window. Page 10

12 Show More Listings If you want to add or show more listings on your comps list, then click on the Show More Listings button on your Features and Functions Toolbar. 1. Click on the Show More Listings button on your Features and Functions Toolbar. 2. Select whether you want the data to come from en or MLS data. 3. Click on the drop down arrow and choose an Area. 4. Click OK. 5. The listings will be added to your list and the new Summary information below will be readjusted. When you are completed with the comps tab, click on the Map tab. Step 5 Customizing the Map Your properties that you selected will be placed on a map. This includes Active properties if you searched for Active. Page 11

13 Zooming In and Out In the bottom right hand corner of your map, you have a + and - button. These buttons allow you to Zoom In and Zoom Out on your map. You can also create a box with your mouse while you are viewing the map and then the program will automatically zoom for you. Moving North, South, East and West If you would like to move the map North, South, East or West, then click on the arrows associated with each function. Viewing Data While you are viewing the map, you can click on any point of interest and a pop up menu will appear with data. You can display this data as a Map Note by clicking on the Display as Map Note button (see Adding a Map Note on page 14). Click the X in the top right corner to close the window. Page 12

14 Aerial View To view the map with an aerial view, click on the Aerial button on your Features and Functions Toolbar. To get back to the map, click on the Map button. Combination View To view the map and the aerial view together, click on the Combo button on your Features and Functions Toolbar. To get back to the map, click on the Map button. Boundary Options 1. To change the way the boundaries look on the map, click on the Boundary button on the Features and Functions Toolbar. 2. This will open the Boundaries window. Choose to outline, highlight or a specific color for the options listed. 3. Click Ok after making your changes. 4. You can always return back to the default setting by clicking on the Restore Defaults button. Page 13

15 Legend Options 1. To change options to the legend, click on the Legend button on your Features and Functions Toolbar. 2. The Legend window opens. Select or deselect any of the options to change the look of your map. 3. You can select the option Display Feature Names on Map which makes it easier to spot different features. 4. Click Ok to accept your changes. 5. You can always return back to the default setting by clicking on the Restore Defaults button Adding a Map Note 1. To add a map note to the map, click on the Map Note button on your Features and Functions Toolbar. 2. Drag your mouse to the map area (you will see a bubble around your mouse pointer) and click on the map as to where you want to add the note. Page 14

16 3. Type your note in the box area or you can select Neighborhood Stats, School Stats or Housing Stats as part of your Map Note. 4. You can change the Font and Background color. 5. Click OK to accept the changes. Removing a Map Note To remove your map note, click on the top right hand corner of the map note. This will open the Map Note window where you can remove the note by clicking on the Remove button. Page 15

17 Saving the Map 1. To save the map and use in the Map program, click on the Save button on the Features and Functions Toolbar. 2. Type the name of your file. 3. Click OK. Search MLS You have the option to Search the MLS while in the Map tab. Click on the Search MLS button on your Features and Functions Toolbar. This will open your Search Window within WyldFyre7. Perform your search and the matching listings will appear on your map. When you are completed with the Map tab, click on the Adjust tab. Step 6 - Adjust Comparables The Adjust tab allows you to compare your subject property to all of the sold properties that you selected in your comps tab. Page 16

18 1. You can create new fields in the Comp Description column, such as Self-built. To enter text, simply place your cursor in the field and type in the text. 2. You can add other features like Pool and then add an adjustment for the pool in the Adjustment column. 3. Use the Next Comp and Previous Comp buttons to scroll through the properties. 4. You can make adjustments to your subject property by clicking on the Adjust Subject button on your Features and Functions Toolbar. 5. Click the Clear button to Clear out all of the information and start over. When you are completed with the Adjust tab, click on the Net Sheet tab. Step 7 - Calculate Seller s Net Sheet The Net Sheet tab displays the Seller s Net Sheet calculations. You can add, remove and edit any of the fields. You can use the default sheet or you can select another option from the drop down box (see Saving a Net Sheet on page 19). Page 17

19 Adding an Item 1. To add an item to the list, click on the Add Item button on your Features and Functions Toolbar. 2. Enter the name of the cost. 3. Enter the Low and High amount. 4. Click Ok to add the name to the list. Removing an Item You have the option to remove any of the items off of the list. 1. Highlight the item to remove. 2. Click on the Remove Item button on your Features and Functions Toolbar and your item is automatically removed. Editing an Item You have the option to edit any of the cost names and the dollar amounts. 1. Highlight the item to edit. 2. Click on the Edit Item button on your Features and Functions Toolbar and enter or modify the Name and/or the Low and High cost. 3. Click Ok to accept the changes. Page 18

20 Saving a Net Sheet After you complete the Net Sheet, you will want to save the information. 1. Click on the Save Net Sheet button on your Features and Functions Toolbar. 2. Type the name of your new Net Sheet. 3. Click Ok to save. When you are completed with the Net Sheet tab, click on the Marketing tab. Step 8 Create Marketing Plan The Marketing tab allows you to schedule tasks and apply dates to these tasks. You can add, remove and edit any of the tasks and dates. Page 19

21 Changing the List Date If you would like to change the list date to a different date, then click on the drop down arrow in the List Date field. Click on the date that applies and the program will automatically change all other dates. You can modify the date fields individually if needed by clicking on the specific date and changing it. Adding a Task 1. To add a task to the list, click on the Add Task button on your Features and Functions Toolbar. 2. Enter the task name and select a specific date, day of the week or days into the listing. 3. Click Close and the task is added to your plan. Page 20

22 Removing a Task You have the option to remove any of the tasks off of the plan. 1. Highlight the item to remove. 2. Click on the Remove Task button on your Features and Functions Toolbar and your item is automatically removed. Editing a Task You have the option to edit any of the tasks and scheduled dates. 1. Highlight the item to edit. 2. Click on the Edit Task button on your Features and Functions Toolbar and make your changes. 3. Click Close to save the changes. Saving the Marketing Plan 1. When you are completed with the plan, then you will need to save the information. 2. Click on the Save Task Plan button on your Features and Functions Toolbar. 3. Type the name of the Marketing Plan and click OK. When you are completed with the Marketing tab, click on the Price tab. Page 21

23 Step 9 Adjust the Suggested List Price The Price tab displays the Suggested List Price based upon the selected properties in your Comps tab. You can overwrite the Suggested List Price that is calculated by the program by manually entering a price or you can base the price on a calculation field. Click on the drop down arrow next to Calculations and select an option. When you are done with the Suggested List Price, click on the Present tab. Step 10 Present the CMA The Present tab allows you to make changes to any of the reports. Page 22

24 To make changes to the reports: 1. Click on Personal > My Personal Profile from the Menu Bar or click on the Profile button to the right of your screen. 2. The Personal Settings Wizard Opens. Click on the Report Settings tab. 3. To change the Education listed in the report, click on the Change Education bar to open the edit window. Make your changes and click Ok. 4. Continue with the rest of the options until your report is exactly the way you want to see it. When you are completed with the Present tab, click on the Publish tab. Page 23

25 Step 11 Publish the CMA The Publish tab allows you to select the type and the design of the CMA report. You have the option to Preview, Print, Save as a PDF, , Edit and change your Page Header options. Each one is explained in detail on the following pages. Selecting a CMA Report In the left column, you have a list of ten 1- Minute Reports. When you click on one of the reports, like Quickie CMA, you are able to click on the What s In it? link to view all of the reports listed for that specific type of CMA. Page 24

26 Selecting a CMA Design You will see the first two design choices (Classic and Modern) when you first open the Publish tab. To see the other designs, click on the Next Page link. To select a design, click on the drop down arrow next to Design and select your design. Creating a New Report You have the option to create your own report by clicking on the Create New Report link. 1. Click on the topics you want to include in your report and they will appear in the right hand column. 2. You can change the order of the reports by clicking on the up/down arrows. 3. If you would like to Save this template and use again, then click on the Save Template Button. 4. Name the Template and click OK. 5. Click OK one more time to close the Select Content window. Page 25

27 6. Your new report is saved under My Reports. Previewing your CMA 1. If you would like to see what your report looks like before printing or ing, then click on the Preview button. 2. Click on the Next Page link to view the next page. 3. You can Print, Save or from the Preview window. 4. Click on the Publish Home tab to get back to the Publish options. Page 26

28 Printing your CMA 1. When you are ready to print your CMA, click on the Print button. 2. You can choose to print All the pages or select certain pages. 3. Click the Print button. Saving your CMA as a PDF 1. You will need to save your CMA as a PDF so that you can the PDF to your client (see ing your CMA below). 2. Click on the Save As PDF button. Remember where the PDF is saved (you can change the directory if you like). 3. Type a name in the File Name field. 4. Click Save. ing your CMA 1. If you would like to your CMA, then click on the E- mail button. You will need to save your CMA as a PDF before you can (see Saving your CMA as a PDF above). 2. The program will open you (if not open already) and will want you to attach the PDF that you created. 3. Once you attach the PDF file, an automatic is generated for you to send out to your client. Page 27

29 Editing your CMA 1. To edit the type of reports that you want to include in your CMA, click on the Edit button on your Features and Functions Toolbar. 2. This will open the Select Content Window. Check or uncheck the topics to include in your report. 3. You can click on the up/down arrow to change the order of the reports. 4. To save this template, click on the Save Template button. 5. Click Ok to close the window. Page Header Options 1. To make changes to your report header on your reports, click on the Page Header button. 2. Select or deselect any of the options listed. 3. Select Ok to accept the changes. Page 28

30 4. If you want to change your Personal Profile, then click on Personal > My Personal Profile from the Menu Bar or click on the Profile icon. Step 12 Save the CMA Once you complete your CMA, you will want to save it so you can make changes, print or at a later time. You should get into the habit of saving your CMA as you are creating it. 1. Click File > Save from the Menu Bar. 2. Type a name in the File Name field. 3. Click Save. Step 13 Close the eneighborhoods Program After you have saved your CMA, you can close down the program. To close, click on File > Exit from the Menu Bar or click on the X in the top right hand corner of your screen. Page 29

31 Chapter 3 Opening a Saved CMA CHAPTER 3 - OPENING A SAVED CMA Once you save your CMA, you can open it at any time to complete, update, print, , etc. Again, there are two ways to open the CMA program. Click on your WyldFyre7 icon on your desktop. Once in WyldFyre7, click on the CMA button on your Application Toolbar. Or click on your eneighborhoods icon on your desktop. Once in eneighborhoods, then click on the CMA button on your Application Toolbar. 1. Once in the CMA program, then click File > Open from the Menu Bar. 2. Highlight your saved CMA file and click Open. 3. Your saved CMA will open at the Subject tab. 4. Be sure to save any changes by clicking File > Save. Page 30