How To Create A CMA Online Presentation

How To Create A CMA Online Presentation

Upon creating a CMA in connectBLC, the report can be shared via two different formats:
      1.      Detailed Custom Report- existing format
                     •      Optimized for printed/PDF delivery (not mobile-friendly)
                     •      Features advanced customization options (report themes, ability to reorganize sections,
                              edit individual section settings, add new sections, etc.)

      2.      Online Default Presentation- new format
                     •      Optimized for digital delivery (mobile-friendly) while also providing the ability to deliver
                             via printed document/PDF.
                     •       Features a dynamic, interactive means of engaging with the report with basic
                             customization options (ability to include/exclude available sections).

All data included in the CMA (Comparables, Subject Property, Comps. Adjustments, etc.) can be refined &
customized by the Agent from the existing CMA module & will be applied to either format selected,
where applicable. Both formats are available for all existing & new CMAs.

*Note: Leased listings will only be displayed in the Detailed Custom Report. 


Creating Your CMA Online Presentation

To experience the Online Default Presentation, create/edit a CMA & select Online Default Presentation
from the menu at the top of the page.       

 

Navigate through each CMA section & add/refine any data that you’d like to include.

Navigate to the Customize Presentation section.

Click Edit Global CMA Data to view/edit any information that will be applied throughout the CMA.

Click Save Changes to apply.  


Ensure that the box for each section is checked for anything you’d like to include, & unchecked for
anything you’d like to exclude. 


Saving Your CMA Online Presentation 

The following options are available to save your CMA:

      •      Save- saves the current CMA under its given Description while remaining on the page afterward
      •      Save and Quit- saves the current CMA under its given Description & navigates to your list of all
              CMAs afterward.
      •      Save as New- saves the current CMA as a new CMA with a new Description.




            •      Copy URL- A link to the CMA Online Presentation will be copied to your clipboard & can be
                     pasted into any browser &/or shared per your preferences. 
            •      View Presentation- The CMA Online Presentation will open in a new tab.
            •      Email to Client- The CMA Online Presentation will be sent to the Client Portal for whichever
                    Client you select & they will receive an email notification with message text that you can edit prior
                    to sending. Upon sending, the CMA Online Presentation will remain in the Client Portal for
                    convenient subsequent access from any device.
            •      Print/PDF- The CMA Online Presentation will be printed or saved as a PDF.  


      

Please keep in mind that for any option above, any changes that are made to the CMA after publishing
will not be reflected in the published results. The edited CMA can always be re-published, however, which will
result in a new URL.


Note:  Click here to Interact with your CMA Online Presentation.



    • Related Articles

    • Interacting With Your CMA Online Presentation

      Navigation The following items are available from the top of the CMA Online Presentation: • Brokerage/BLC Logo- select to return to the title page • Agent Headshot & Name • Jump To Menu- select to navigate to different sections of the presentation • ...

    • CMA Comparables

      Choose whether the CMA is for a seller or if it is being used as an analysis for a buyer. There are two key differences between a seller and buyer CMA in connectBLC. The first is the absence of net proceeds in the buyer CMA. The other key difference ...

    • CMA Stationery

      Under the Customize Report tab, you can enhance the appearance of your CMA with background images and custom office stationery. Stationery must be set for each section and you may select different images for each section. You can create and upload ...

    • Comparative Market Analysis (CMA)

      The CMA module in connectBLC allows you to create basic and advanced custom CMA reports. The CMA worksheet will be most commonly used to create a CMA report for a seller, however it can also be used to create an analysis for a buyer. You can start a ...

    • Quick CMA & Start New CMA Buttons

      At the top of the results page is a toolbar that includes both the CMA Summary Report and Start New CMA buttons. The CMA Summary Report button, a.k.a the Quick CMA button, will use all of the results listed to generate statistics and charts. You do ...