Navigating the NEW Conway / Toolkit CMA Program

Transcription

1 Navigating the NEW Conway / Toolkit CMA Program GETTING STARTED: Log into your DASHBOARD on our Intranet Click, Toolkit CMA from Quick Links Once you click on Toolkit CMA your account will be created: 1. Click INSTALL 2. Select RUN 3. Select RUN 4. Need to close Internet Explorer Click OK 5. Program re opens, select CONTINUE, Files will DOWNLOAD, please wait for completion 6. Your account will now be displayed PLEASE NOTE: The CMA currently does not work on a MAC or Firefox.

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3 Congratulations your install is complete NOTE: If you open Toolkit CMA on another machine you will be prompted to follow the setup guide once again. PLEASE REMEMBER THAT YOUR OFFICE IS CHARGED FOR PRESENTATIONS THAT ARE PRINTED, CONVERTED TO A PDF OR E MAILED. TO PRACTICE YOU CAN DO A DEMO SEE NEXT PAGE.

4 Your account is now setup before you start your first presentation take time to edit your profile, add a photo if needed, create your resume and pull together some references from previous buyers and sellers. I chose to add Sales Consultant in the TITLE field (otherwise Agent is in the field), I moved Realtor up to the designation field so it displays with my other designations on the footer of the CMA. PLEASE CLICK HERE TO PREVIEW SAMPLES & INFO ON DEMO AND WALK THRU

5 TECH SUPPORT Monday Friday 9:30 a.m. and 5 p.m. Eastern Time. We will you to confirm a specific time for your walk-thru. If you have questions, or would like a walkthru immediately, call us at and ask for the Support Department. REQUEST A ONE ON ONE WALK THRU.

6 Creating a CMA Select Listing Presentation and BEGIN Select Documents/Pages for your presentation. You can make your choice the default for future presentations. NEXT Add Prospect Information NEXT

7 Insert Salutation NEXT PAY CLOSE ATTENTION TO STEP # 2 # 1 Select your MLS and Property Type from drop down # 2 Select your printer and PRINT THE MLS QUICK REFERENCE GUIDE. # 3 Using the instructions from # 2 Select IMPORT PROPERTY DATA. Log into your MLS.

8 Search your MLS for listings including criteria to assist you in pricing your property. Then click SEARCH NOW SELECT your properties with check marks CLICK Download to Toolkit CLICK SAVE

9 Name File Click Save After file is SAVED Top right corner of screen Select EXIT MLS Toolkit CMA will open again with your selected properties Select or deselect your properties Click NEXT

10 Complete Subject Property Info, BROWSE, SELECT and UPLOAD photo under 3 Meg. NEXT The system will calculate a price range YOU can make changes if needed. Click NEXT Pricing Strategy You can revise the pricing strategy based on your market conditions. ON THE NEXT PAGE SEE HOW I changed # 2 to Pembroke Market Observations and captured Sold Market Statistics from MLS PIN for 2 bedrooms, townhouse condominiums in Pembroke $300,000 $400,000

11 See revised # 2 In MLS PIN on the TOOL Menu you can choose Market Reports, SOLD statistics and enter your criteria. See revised # 3 The subject property has 2 more features that the primary comps on Bagnell Drive do not have. This is on the same premise that Dick Cahill has been teaching on getting price breaks over the last 2 years. Select NEXT You can customize the Marketing Plan of Action specifically to your office advertising, open houses, broker / office tour, etc. Sign or no signs lock box, accompany showing, etc. You can SAVE AS DEFAULT & NEXT

12 You have made it to the end at this time you are asked to save once again, you select YES and the screen will come up and ask if you want to save as new or overwrite the file Choose YES. You can go back to any of the pages you previously created by clicking on the links on the blue bar below. NOTE Your file will be saved for 90 days in order for the file to be saved an extended amount of time go in and rename the file and it will save for another 90 days. OUTPUT OPTIONS All files are saved on Realty Tools servers unless you choose to save it to your desktop or My Documents folder. Print, PDF, E Mail All 3 of these options COST $$$$$ if you are practicing you can SAVE the file for review at No Charge to the office.

13 Option 1 Select printer and prompt for printer setup check settings. SELECT OK Print window will open and all the files will load to the printer and start printing. Once complete you will receive a SUMMARY PAGE You can print for your records, SAVE

14 Option 2 Select E Mail a PDF of the Presentation OK Files will convert to a PDF, BE PATIENT and let files convert. You have the option to Customize Your E Mail Message. The presentation will be a link inside your message. If you change your message you have the option to save as a default for the next time. Check Message Closing Signature line. YOU MUST REVIEW THE PDF File OPENS Now Close SELECT SEND E MAIL BUTTON Review PDF and CLOSE

15 Presentation will convert to a PDF, BE PATIENT and let files convert and E Mail will be sent Once the e mail has been sent you will have the option of printing the summary for your records. Open your E mail CLICK the LINK IN THE E MAIL to VIEW PRESENTATION. You receive a read receipt when your presentation has been viewed.

16 Option 3 Create PDF File Select OK Select the location to save your file to and NAME Your FILE SELECT SAVE Presentation will convert to a PDF, BE PATIENT and let files convert. SUMMARY DISPLAYS ONCE AGAIN EXIT FROM PROGRAM.

17 Creating a Buyer Presentation Select Buyer Presentation from Menu CLICK BEGIN Select Document s to include in presentation SELECT NEXT Complete Buyer Information SELECT NEXT

18 Formal or Informal Salutation SEL ECT NEXT SAVE Presentation Select YES Name Your Presentation CLICK SAVE Same 3 Output Options I selected Create Adobe PDF SELECT OK

19 Choose the location and Name Your File Select SAVE. Creating PDF Summary of Presentation Print and/or SAVE