Navigating the NEW Conway Toolkit CMA...
Transcript of Navigating the NEW Conway Toolkit CMA...
Navigating the NEW Conway / Toolkit CMA Program
PLEASE NOTE: The CMA currently does not work on a MAC or Firefox.
GETTING STARTED: Log into your DASHBOARD on our Intranet ‐ www.jackconway.com
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
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.
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
REQUEST A “ONE ON ONE” WALK‐THRU.
TECH SUPPORT
Monday – Friday 9:30 a.m. and 5 p.m. Eastern Time. We will email you to confirm a specific time for your
walk-thru.
If you have questions, or would like a walk-thru immediately, call us at 1-800-828-0970
and ask for the Support Department.
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
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.
Search your MLS for listings including criteria to assist you in pricing your property.
Then click SEARCH NOW
CLICK SAVE
SELECT your properties with check marks
CLICK Download to Toolkit
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
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
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
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 forthe file to be saved an extended amount of time go inand rename the file and it will save for another 90 days.
All files are saved on Realty Tools servers unless you choose to save it to your desktop or My Documents folder.
OUTPUT OPTIONS
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.
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
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 toCustomize 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
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.
Option 3 – Create PDF File – Select OK
Presentation will convert to a PDF, BE PATIENTand let files convert.
Select the loca E Your FItion to save your file to and NAM LE – SELECT SAVE
SUMMARYFROM
DISPLAYS ONCE AGAIN ‐ EXIT PROGRAM.
Creating a Buyer Presentation
Sele ICK BEGIN
elect Document’s to include in presentation – SELECT NEXT
ct Buyer Presentation from Menu ‐ CL
S
Complete Buyer Information
SELECT NEXT
Formal or Informal Salutation
SEL NEXT
ECT
SAVE Presentation – Select YES – Name Your Presentation – CLICK SAVE
Same Options 3 Output – I selected Create Adobe PDF – SELECT OK