Matrix: How to create a Quick CMA
1. From the New Pro Dashboard click Matrix DashBoard.
or
2. Once in Matrix go to Search' at the top of the page This will take you to another page where you can select the type of search (based on Property Class) that you want to run.
3. Fill in your Search criteria to get a list of comps. Essentially, you want to put in criteria will get you comparable properties to your subject property. Then click the "Results" button at the bottom of the page. This will take you to a list of Search Results.
4. Select the results that you want to include in your Quick CMA.
5. After you have made your selections, click the Quick CMA or Quick CMA Modern button at the bottom of the screen. The different between the two reports is just how the report is layed out. Pick whichever one you like the best.
6. A separate window will appear and generate the Quick CMA report as a PDF document. From there you can either Print the report, or Save it as a PDF file to your computer.
Exampe of Quick CMA report
Example of Quick CMA Modern
If you wish to EMAIL the Quick CMA report please follow these instructions
1) After selecting the properties you want included in the Quick CMA, click on “Print” instead of Quick CMA
2) To email this CMA report, select “Quick CMA” or "Quick CMA 8.4 Update" and click on “Email PDF”
3) Enter your recipient’s email address
4) If you want to CC an alternate email, enter the email under CC - (optional)
5) If you want to be Bcc, check the box - (optional)
6) Enter a Subject - (optional)
7) Type in your message - (optional)
8) Check for typos - (optional)
9) Edit your signature - (optional)
10) Click “Send”