Super Portal Class: CMA & Tours
July 2025 Super Portal Class that focuses on creating CMAs and Tours
Creating a Quick CMA
Step-by-Step
- Launch: Open a client profile > Click "Super Portal" > Click "Residential Search".
- Set Filters: Enable "Under Contract" and "Closed". Adjust date range if needed (default is 90 days).
- Enter Criteria: Define MLS Area, elementary school, square footage, price range, stories, etc.
- Preview Results: Click "View Results" to see which listings were captured. Deselect any that aren’t relevant.
- Generate: Click "Quick CMA". This creates a preview only.
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
- Add Properties: Click the cart icon on listings. These persist even if you navigate away.
- Manual Additions: Use address search to add a listing not captured by your saved searches.
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:
- Add the new property to your cart
- During checkout, click "Edit Existing Tour"
- Select the correct tour and click "Add"