Super Portal Class: CMA & Tours

July 2025 Super Portal Class that focuses on creating CMAs and Tours

Creating a Quick CMA

Step-by-Step

1. Launch: Open a client profile > Click "Super Portal" > Click "Residential Search".
2. Set Filters: Enable "Under Contract" and "Closed". Adjust date range if needed (default is 90 days).
3. Enter Criteria: Define MLS Area, elementary school, square footage, price range, stories, etc.
4. Preview Results: Click "View Results" to see which listings were captured. Deselect any that aren’t relevant.
5. Generate: Click "Quick CMA". This creates a preview only.

6. Edit/Modify: Use the "Actions" menu to adjust search or selection.

   Publish: Once you're happy, click "Actions > Save and Send". You can:

   • Name the CMA (e.g., "123 Main - Rough Comps")
   • Attach to a client
   • Edit the email template
   • Copy a public link for texting

Good to Know

• Unselected listings appear in preview only—they’re not shared unless reselected.
• Email Templates are editable.
• Find Past CMAs under the client’s "Reports & CMAs" tab.
• Duplicate CMAs using the copy icon to send to another client.

CMA Mapping for Large Areas

When working in a broad region (e.g., Jonestown):

• Use Map View during search
• Draw a polygon to isolate your desired area
• Enable Neighborhood Overlay to view community boundaries (checkbox at bottom-left of map)

Creating & Managing a Tour

Creating a Tour

1. Add Properties: Click the cart icon on listings. These persist even if you navigate away.
2. Manual Additions: Use address search to add a listing not captured by your saved searches.

3. Checkout: Click the cart (top right) > Set date, time, and client.

   Route Optimization:

   • Select a travel speed (e.g., Sloth, Average, Cheetah)
   • Use the "Route" tab to adjust order or manually rearrange
   • Add stops (e.g., lunch breaks)

Schedule Showings

• View showing instructions (agent name and access codes coming soon)
• Add notes to each stop

Sharing the Tour

• Print: Includes directions, timing, and property details
• Email: Use the built-in email feature; edit template and confirm

Edit an Existing Tour

To add a property to an existing tour:

1. Add the new property to your cart
2. During checkout, click "Edit Existing Tour"
3. Select the correct tour and click "Add"