2022 TOOLKIT CMA GUIDE
Table of Content Toolkit CMA Home Screen ……………………………………………………….. 3 MLS Downloading Instructions …………………………………………………. 3 Presentation Options ……………………………………………………………..
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Saved Presentations ……………………………………………………………..
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Create & Prospect Information …………………………………………………
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Cover Letter ………………………………………………………………………..
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MLS Property Data Page …………………………………………………………. 6 - 7 GAMLS/FMLS Property Download………………………………………………
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Completed Presentations ………………………………………………………..
10 - 13
Preferences …………………………………………………………………………
13 – 16
QR Code Generator ……………………………………………………………….
16 - 17
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Toolkit CMA Home Screen To select a presentation, click on the Create a Presentation button. To retrieve an iPad/Tablet presentation, click on the button, and then click the link of the presentation. Toolkit CMA allows 100 listings to be downloaded for a presentation. For samples of the presentations click on the Presentation Samples button. To edit personal information, click on the Preferences tab.
MLS Downloading Instructions For step-by-step instructions on downloading the listing data click on Support > Help on the top menu.
Presentation Options Click on the Create Presentation button and select a presentation from the drop-down menu.
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The Presentation Page Template - is a blank template that cannot be edited. Print out a copy of the page and use it in your printer for letter head or other documents that you would like to have the Harry Norman branding. The Buyer Tour - takes the place of printing out listing pages from the MLS. It provides the frontal image of the home, listing features, a comments section and or a street or aerial map of the listing. It’s a good leave behind packet. The Luxury Marketing CMA - is a presentation for listings with price points starting at $500,000. Pre-Listing Presentation does not include property or comparable pages, but does provide information about Harry Norman and the power of using our company and our agents. Send a pre-listing presentation via email before the inperson listing presentation. CMA Only Presentation – A condensed version of the listing presentation focused on the property and comps. This presentation can be sent to revise or update a previous presentation. Real Estate Review – Can be used as a yearly update for clients on their property or area. Great touch points for your clients.
Saved Presentations Created presentations will save in a PDF and Mobile format for quick retrieval. There will be an option to select a Tablet format when generating the presentation. Presentations will be stored and can be viewed on any mobile device. Every presentation that is saved will be accessible under Recent Saves on the Toolkit CMA home screen.
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Creating a Presentation Select a presentation from the drop-down menu. Choose the documents to add to the presentation. Documents can be viewed by clicking on the name of the document.
Prospect Information Type in the prospect information or click on the button to Use Last Prospect to populate the fields with the previous prospect information.
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Cover Letter The Cover Letter can be edited and saved as default. Click Clear All to remove the existing content and Save as Default when finished.
MLS Property Data Page The MLS Property Data page is where you will select the listing service to download the comps to your computer. Using the FMLS/GAMLS Enhanced Download is the easiest way to generate the presentation via computer and an iPad/Tablet: • Select MLS Numbers, Zip Codes, or a Criteria Search from the Enhanced Downloads. • A total of 100 comparables can be attached to a presentation. • To add a FSBO click the Manual Entry button on the downloaded listings page.
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To use previously downloaded data, select the Existing Properties button and choose the data from the drop-down menu. Data can be used within a 30 day period.
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To add additional properties after the listings download, click the Get MLS Property Data button and add the additional properties. * The default button will be checked to Add Listings to Existing Properties.
FMLS and GAMLS Enhanced Downloads To access the Enhanced Downloads, select Condo or Residential from the drop-down.
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Select an option to add listings.
Criteria Search When using the Criteria Search click the Magnify Glass to select statuses. Add content and then select Get Count. *A total of 100 comparables can be added to each presentation. Select the Download Listings button when finished. When adding criteria + and – can be used as well as ranges, 1995-2000.
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Select Properties After the listings upload they can be edited. The changes only affect the current presentation and does not change listing information in the MLS. * To add additional properties, click on the Get MLS Property Data button. On the Property Data page Attach Listing to Existing Properties is checked by default.
To add a FSBO (For Sale by Owner) property, select Manual Entry.
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Previous Uploaded FMLS Files Files that were previously uploaded can be reused for a period of 30 days after the original download. Choose the MLS and select Reload Previous, choose the file from the drop-down and click Reload File.
Completed Presentations Click the Create Presentation button to generate the presentation and a tablet presentation can be selected to be included in the presentation options.
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Recall Presentation Pages Toolkit saves the pages from the beginning to the summary as you go through the presentation and can be selected individually if they need to be accessed again. While in a presentation click on Go To on the menu toolbar:
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Summary Page The summary page can be printed to save in the client folder instead of the full presentation. View the PDF, the Mobile format, Share the presentation or Save the presentation for 180 days in the Toolkit CMA program.
Right-click on the summary page and select print to print the summary page.
Share Share takes you to a screen to customize the email message. The message can be edited or cleared to type in a personal message and Save as Default. The recipient will receive the email with a link to the presentation that can be accessed for 30 days; a mobile view is also a default option.
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Preferences To access preferences, click on the name in the top right corner.
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Add/Change Personal Pages and Change Document Order Click on your name in the top right corner of the program to access the Preferences. To add or change personal pages to a presentation click on Personal Pages. Select a presentation and to upload a PDF document click Choose File; select a page treatment and then the Upload button. To delete a previously added document select from Choose the document to replace; select the document from the drop-down and click Delete. Selecting Finish or Document Order opens the page to either save the changes or sort the document order and then save the changes.
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• Documents must be saved as file type .pdf (Portable Document Format). • Documents must be Portrait orientated and sized 8.5 inches wide and 11 inches high. You can check the size of the PDF document by opening the PDF in Adobe Reader. You can move the mouse over the left side of the PDF. The size will pop up in a small box. If the size is not 8.5 X 11 you will need to re-size the PDF document.
• Landscape orientation is not recommended due to the fact that Page Treatment will not fit properly.
• The file size of each document must be less than 20MB. If the file size of your PDF is more than 20MB you will need to either reduce the file size, resize the images you used in the PDF or create a new PDF making sure not to exceed the 20MB limit. However, the larger your PDF documents the larger the final presentation will be and the slower the presentation will print. If adding multiple PDF documents we suggest you try to stay around the 5MB file size.
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Link My Web Reviews Clcik the agent name in the top right corner andselect Web Reviews. Enter the screen name or user name. Once linked, the page will be available in the presentations.
QR Codes Use this address to create a QR Code to add to your presentation or your marketing: https://www.qrcode-monkey.com/.
Your QR Code can link to websites and even social sites.
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