CMA CMA Create Save Comparative Market Analyses CMA Analysis Resume Comparable Pricing Estimated Seller Proceeds Comparison Adjustable

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1 CMA By clicking CMA from the Navica main menu, you are able to Create and Save a Comparative Market Analyses for your Clients using data that is already stored within the system. The CMA feature within Navica offers additional inserts to be included with your Analysis such as a Resume, Comparable Pricing and Estimated Seller Proceeds. In addition, the fields for Comparison are Adjustable so that your Client can get a more Accurate Representation of a Suggested List Price for their Property. CREATING A CMA When you create a CMA within Navica, you have 3 Options for your Subject Property. You are able to Enter Data for your Subject Property, create a CMA Without a Subject Property or create a CMA by using a Listing Currently In The System for your Subject Property. If you Select to use an Existing Listing as your Subject Property this page will already display the data. You will be Prompted to Place A Check Above The Field(s) You Wish To Use In Your CMA. You also have 2 Search Options for Searching for your Comparables. The 1 st Option is the CMA Search and/or MLS #s. The CMA Search is a Limited Search using the data you entered for your Subject Property when Searching for Comps. The MLS # Search allows you to enter Selected MLS #s before you start the CMA Process. The 2 nd Option is Use System Search. This Search will direct you to the regular Navica Search Screen for the Appropriate Property Type. This Option allows you to use all features on the Search Screen including Mapping and all available Navica Searchable Fields. There are 3 Contact Information Options available for your CMA. By selecting the 1 st Option, Populate Using An Existing Contact your Navica Contact Address Book will 1 09/16/2016

2 open and you will be prompted to Choose the Contact to attach to your CMA by Clicking On Their Name. If you choose the 2 nd Option, Add A New Contact your Navica Contact Address Book will open for you to enter their information. When you click on Save their information is entered into your CMA. By selecting the 3 rd Option, Continue Without A Contact, no contact information will appear on your CMA. Agent Notes allows you to enter Notes about the Property or CMA for your Personal Information Only. To Create A CMA, follow these steps: 1. Click CMA from the Navica main menu. 2. Click the Build CMA tab. 3. Type in a Title. Select your Property Type from the drop-down menu and Choose the Property Status from the Available Status Menu (to select more than one status, hold down the CTRL key on your keyboard and click on each Status you d like to use). The Status Field indicates the Status of Comps you wish to use in your CMA. These Fields are Mandatory Fields and must be completed before advancing to the next screen of the CMA. 4. If you are using an Existing Listing for the Subject Property, type in the MLS Number for the Subject Property. 5. Determine if you are doing a CMA Search and/or MLS # Search or a System Search. 6. Select the Contact Information. You may choose to Populate Using An Existing Contact, Add New Contact or Continue Without A Contact. 7. Enter Agent Notes if desired. 8. Click Next. 2 09/16/2016

3 To Create A CMA With A Subject Property, follow these steps: 1. Follow Steps 1-8 Above. 2. When the Details Screen loads, enter your Subject Property s information. You may enter as little or as much information as you would like. You may complete this screen at a later time and add the Property as a listing to the MLS. 3. If you entered an MLS # on the CMA Setup Screen, all of the Listing Details will populate on the Details Screen. Place a checkmark above each field you wish to include in your CMA. 4. Click Save Subject. 5. The next page will be a list of Data Fields. The ones that you have included in your Subject Property information will be Checked. You may Add Additional Fields that you may not have entered for your Subject Property but would like to include in your CMA. You can also Remove any Fields you may have decided not to include in your CMA. 6. Click Next. To Create A CMA Without A Subject Property, follow these steps: 1. Follow Steps 1-8 in To Create A CMA. 2. Since there is not a Subject Property the next page to load will be the List of Data Fields. You must place a checkmark beside Any Field you wish to include in your CMA. 3. Click Next. 4. To Complete CMA Setup, follow these steps: 5. Once you have clicked Next of the Data Fields Screen you will be ready to complete the CMA Setup. 6. If you need to Add A Contact or Edit Contact Information, click on View/Edit Contact Details. CMA SETUP 1. When the CMA Setup screen loads, you may click on the link View/Edit Contact Details to make any changes to your Contact s Information or you may also Add A Contact as well. 2. Next, click Upload Photo to Add a photo of your Subject Property. When the CMA Subject Photo window opens, click Browse to locate your Photo and then click Upload to place your Subject s Photo into the CMA. To Remove a Subject Photo click on Remove Image. 3. Next, you may click Add Seller s Proceed Details and type in any pertinent amounts, such as Total Existing Mortgages, Real Estate Taxes and Home Warranty. There are additional Blank Options at the bottom of the page for Additional Expenses such as Closing Costs, Carpet Allowance, etc. Click Save. 3 09/16/2016

4 Filling out this form enables you to Add an Estimated Seller s Proceeds insert to your completed CMA. Adding the Estimated Seller s Proceeds insert to your CMA is optional. 4. Under the Subject Property Details section, you may click on the Edit Subject Property Link to make any changes to your Subject Property. 5. If you do not wish to use any Pre-Defined Adjustments for this CMA, click on the Clear Adjustment Values Link. This will Remove the Adjustments for this CMA. 6. To Add or Remove any Additional Fields to your CMA, click on the Add or Remove Fields Link. Add or Remove the Fields and click Next. 7. You may click on one of the Edit Links to change your Adjustment Values for this CMA only. However, if you wish to change the Default Adjustment Value at this point, place a checkmark in the Update CMA Defaults column. 8. To Retrieve the comps you would like to use for your CMA by the CMA Search, there are 3 options: You may enter specific Search Criteria for the Data Fields you selected to show. Remember what you are entering here is your Search Criteria, NOT your Subject Information. Some Fields may have Default Numbers in them. For example, if you re Subject Property has 4 Bedrooms the Bedroom Field may show 4 to 5. If you wish to change those numbers simply click in the box, remove the information and type in your selection. You may retrieve comps based on the Settings you defined under CMA Settings (see Edit Search Settings). To retrieve comps based on the Search Settings, simply click Search Comps. You may type in the MLS #s of the Listings you want to use for your CMA. This option is located at the bottom of the screen. When entering your MLS #s, hit the Tab key to advance to the next box. Once you have entered all of your MLS #s, click Next. 4 09/16/2016

5 To Search/Select Comps, follow these steps: 1. When the Comparables Screen loads it will be broken down into 3 areas; Sold Within Last 6 Months, Sold Within 6 to 12 Months, Sold Within 12 to 24 Months. 2. To View a Comparable, click the icon to the Right. 3. You may Select up to 12 Listings. 4. Click Next. To Use A System Search, follow these steps: 1. Enter your Subject Property information and click Next. 2. Select any Additional Fields you would like to include in your CMA. 3. You are now directed to the Navica Search Screens. Once you have entered your Criteria click on Start Search. Place a checkmark beside the properties you wish to include in your CMA. At the top of the page you will see Click here to continue your CMA after selecting listings. You will be returned to the Subject Property Details screen where you can make any additional changes or simply click Next. VIEW AND ADJUST When the View and Adjust Screen loads there are Several Types of Adjustments that can be made. 1. Click the icon below the Listing Photo to Delete a Comp from the CMA. 2. Click the icon below the Listing Photo to Add any Miscellaneous Adjustments to your CMA. This adjustment is entered per Comp and will Display in the Misc Adjustments row directly below the Sold Date Row on only that Comparable. Type in the Description and the Adjustment Amount. Remember to use a minus sign (-) if you are subtracting value. 3. To make a Field Adjustment, click on Any Field within one of your comparables. Remember to use a minus sign (-) if you are subtracting value. This Adjustment Value applies to an Individual Comp and will not adjust across All Comparable Listings. 4. You may click on one of the Links in the Field Name column to enter and apply an Across Comp Adjustment. Entering a value here will ensure that the Value is Added or Subtracted to each applicable comp within your CMA. 5 09/16/2016

6 ADDITIONAL OPTIONS There are Additional Options available by clicking on the Select Options dropdown and then clicking on the icon. Additional Options available include: New Non-MLS Listing - This feature allows you to enter information for a Property that you would like to include in your CMA that is not currently in your MLS. Enter the Property Information and click on Save Subject. Existing Non-MLS Listing - This feature allows you to Select a Property you have entered as a Non-MLS Listing to use with the CMA. Place a checkmark beside the ones you wish to include and click Next. Listing(s) From CMA Search Screen - This feature enables you to go back to your Subject Property Details screen where you can make any changes before Searching Comps again. Once you have made your changes click on Search Comps. The next screen will show you the Comps you have Currently Selected for this CMA and below those you will be able to choose Additional Comparables. Place a checkmark beside the Additional Comps you would like to include and then click Next. You will now see these Additional Comps in your Side-By-Side Comparisons. Any Across Comp Adjustments you have made will be adjusted on these comps as well. Listing(s) From Main Search Screen - This feature allows you to enter Criteria from the Navica Search Screens. Once you have entered your Criteria click on Start Search. Place a checkmark beside the properties you wish to 6 09/16/2016

7 include in your CMA. At the top of the page you will see Click here to continue your CMA after selecting listings. You will be returned to the Subject Property Details screen where you can make any additional changes or simply click Next. You will now see these Additional Comps in your Side- By-Side Comparisons. Any Across Comp Adjustments you have made will be adjusted on these comps as well. Add Or Remove Field(s): This feature allows you to now select Additional Fields you would like to include in your CMA. Place a checkmark beside the Fields you would now like to Add and click Next. PUBLISH CMA Once you have selected all of your Comps and made your Adjustments you are ready to Publish your CMA. Click the icon below the Publish CMA button to select which Publish Options you would like to include with your CMA. From this screen you may choose to include: Cover Page Resume Comparable Pricing Selling Office Selling Agent Seller s Checklist Estimated Seller Proceeds Days On Market Side By Side Display Comparable Pricing Page Once you have selected the Options you wish to include, click Save and Close. Click Publish CMA. To Select a Cover Sheet, select one of the three options in the Cover Sheet Dropdown. To Print the CMA, click the icon within Navica. To the CMA, click the Icon. Type in the Recipient s address, Subject and Message. Select whether you wish to include your Signature (this is set up in Navica and stored in your Agent Record) and if you would like to Send Yourself A Copy. Click Send with N-Mail. Your will be sent using Navica s Mail Servers and will send the CMA as a PDF attachment. To Convert the CMA to a PDF File, click on the icon. 7 09/16/2016

8 MY CMAs When you click CMA from the Navica main menu, the My CMAs screen will load. This will display any CMAs that you have Created and Saved. By clicking the link for the CMA s name, you are able to view the Published CMA. If you have not Published the CMA, you may click on the Edit CMA (under the Tools heading) link and Complete the Analysis. Also under the Tools heading you are able to Delete CMA, Clone CMA or Add To System. VIEWING A CMA If you would to View a completed CMA, you may do so by clicking on the CMA Name hyperlink. Only completed CMAs will display under My CMAs as a hyperlink. For CMAs that are still in progress, click on Edit CMA. EDIT A CMA By clicking the Edit CMA link, you are able to continue working on your CMA or making any Changes to the CMA. DELETING A CMA To Delete A CMA, follow these steps: 1. Click CMA from the Navica main menu. 2. Under the Tools heading, click Delete in the same row as the name of the CMA you wish to purge. 3. When the prompt Are you sure you want to delete this CMA appears, click OK. 4. The CMA will be purged from Navica. CLONING A CMA When Cloning a CMA, the clone will be for the same Contact and Subject Property. You are however, able to Edit the Subject Property and Search Criteria for your comps once you are in the CMA Setup. To Clone A CMA, follow these steps: 1. Click CMA from the Navica main menu. 2. Under the Tools heading, click Clone in the same row as the name of the CMA you wish to Clone. 3. You will receive a prompt asking if you would like to Include Comparables. If you Do Not wish to use the same Comparables, remove the checkmark and click the icon. If you Do, simply click the icon. 4. Type in a Title for your new CMA and a Description (optional). Click Next. 5. When the Subject Property page loads, place a check above the Field(s) you wish to include in the CMA. 6. Click Save Subject. 7. You may now Edit Contact Information, Upload A Photo, Include A Seller s Proceeds Page, Search for More Comps, Add or Remove Fields or Clear Adjustment Values. 8. When you have completed these options, Click Next. 8 09/16/2016

9 9. All of your Additional Options are available by clicking on the Options Dropdown. 10. Click Publish CMA. Your new CMA has been created. (see Publish CMA) ADD TO SYSTEM Navica enables its users to submit Subject Properties for CMAs as a Listing to Navica at a later time. To Submit A Subject Property To Navica, follow these steps: 1. Click CMA from the Navica main menu. 2. Under the Tools heading, click Add To System in the same row as the name of the CMA for which you want to submit its Subject Property as a Listing. 3. When the Details screen loads, ensure that All Mandatory Fields that are marked with an * are Complete. 4. Click Save Listing. 5. You will receive confirmation that the Property has been Saved as a Listing and you will be provided with the MLS # for the Property. Once the Subject Property has been added to the system, the Add to System link will no longer appear beside the CMA name or any Clones created from that CMA. If you entered an MLS # of an Existing Listing in Navica for your Subject Property when you created your CMA, and the Listing did not belong to you, the Add to System link Will Not Appear. By clicking CMA from the Navica main menu, you are able to Create and Save a Comparative Market Analyses for your Clients using data that is already stored within the system. The CMA feature within Navica offers additional inserts to be included with your Analysis such as a Resume, Comparable Pricing and Estimated Seller Proceeds. In addition, the fields for Comparison are Adjustable so that your Client can get a more Accurate Representation of a Suggested List Price for their Property. SETTINGS CMA SETTINGS CMA Settings enables you to customize your CMAs that you create within Navica. Included in these Settings is the ability to add a Personal Resume to your CMA printout. You may also Assign Adjustment Amounts for various data fields within the analysis. Finally, you may define Default Search Criteria when searching for comps to use within your CMAs. 9 09/16/2016

10 EDIT ADJUSTMENT SETTINGS This setting enables you to enter Pre-Defined Adjustment Amounts for certain Fields and Features within All of your CMAs. For your Fields, you will enter a Single Adjustment Value. For your Features, you may enter a Per Feature Value that applies to All Items within the Feature. You may also enter Individual Values for Each Item within the Feature. For example under the Floors Field, you may enter a $200 adjustment for carpet and a $300 adjustment for tile. To Edit Your Adjustment Settings, follow these steps: 1. Click CMA from the Navica main menu. 2. Click the CMA Settings tab. 3. Click Edit Adjustment Settings. 4. Click on the Property Type. 5. Type in our Adjustment Values. For Features, you may choose to enter a Per Feature Value in the Feature Heading or you may choose to enter Individual Values in each of the Sub-Categories. See the Paragraph above for Explanations of Per Feature and Individual. 6. Once you have entered Adjustment Values for the Fields you wish to Adjust, Click Save /16/2016

11 EDIT SEARCH SETTINGS When Searching for Comps for your CMA you have the option of entering in Specific Criteria to search for under the CMA Settings. This option allows you to place Value on Certain Fields by requiring that the system only Search for Comps that have Exact Features as the Subject, or have Features that Closely Resemble the Subject within a Specified Range. For example, if your Subject Property has 4 Bedrooms, you can set your Search Settings to only Retrieve Comps that have 3, 4 or 5 Bedrooms. To Edit Your Search Settings, follow these steps: 1. Click CMA from the Navica main menu. 2. Click the CMA Settings tab. 3. Click Edit Search Settings. 4. Place a checkmark beside the fields that you want the Comps to be Exact Matches of the Subject. 5. For Fields such as Bedrooms and Baths you may assign a Range Value. You may then determine whether your range will be =/+, -/= or =/+ to your Subject. For example, if you assign a range of 1 beside Bedrooms and select - /+ and your Subject Property has 4 Bedrooms, the System will search for Comps that have 3, 4 or 5 Bedrooms only. 6. Click Save. NOTE: Navica will pre-assign a Value to Certain Fields such as Area Bedrooms, Baths and Half Baths. It will search for Exact Area Matches and for properties with =/+ 1 Bedrooms, Baths and Half Baths. If you do not want these Search Values, you will want to set your Search Settings before completing a CMA /16/2016

12 EDIT RESUME SETTINGS Under the Edit Resume Settings option, you are able to add your Personal Information to Navica in order to compile a Resume to be included with your CMA. To do so, click on the Add Resume Link. Once you have entered your information, Navica will place it into a pre-defined Resume template. When you add your Resume, you may select it as the Default Resume that will automatically be placed in the CMA when you choose to include the Resume as an insert. The Fields of information to include when entering a Resume are: Title Objective Experience Education Personal Association Personal Information Once a Resume has been added to Navica you can View its Content under Edit Resume Settings under the CMA Settings tab. In addition, there are links to Edit Resume and Delete Resume. You will also see an indicator that lets you know that a Resume has been selected to be the Default Resume /16/2016