Old CMA For Plus - Navica MLS

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CMABy clicking CMA from the Navica main menu, you are able to Create and Save aComparative Market Analyses for your Clients using data that is already stored withinthe system. The CMA feature within Navica offers additional inserts to be included withyour Analysis such as a Resume, Comparable Pricing and Estimated Seller Proceeds.In addition, the fields for Comparison are Adjustable so that your Client can get a moreAccurate Representation of a Suggested List Price for their Property.CREATING A CMAWhen you create a CMA within Navica, you have 3 Options for your SubjectProperty. You are able to Enter Data for your Subject Property, create a CMAWithout a Subject Property or create a CMA by using a Listing Currently In TheSystem for your Subject Property. If you Select to use an Existing Listing as yourSubject Property this page will already display the data. You will be Prompted to“Place A Check Above The Field(s) You Wish To Use In Your CMA”.You also have 2 Search Options for Searching for your Comparables. The 1st Option isthe CMA Search and/or MLS #s. The CMA Search is a Limited Search using thedata you entered for your Subject Property when Searching for Comps. The MLS #Search allows you to enter Selected MLS #s before you start the CMA Process. The2nd Option is Use System Search. This Search will direct you to the regular NavicaSearch Screen for the Appropriate Property Type. This Option allows you to use allfeatures on the Search Screen including Mapping and all available Navica SearchableFields.There are 3 Contact Information Options available for your CMA. By selecting the 1stOption, Populate Using An Existing Contact your Navica Contact Address Book will109/16/2016

open and you will be prompted to “Choose the Contact to attach to your CMA byClicking On Their Name.” If you choose the 2nd Option, Add A New Contact yourNavica Contact Address Book will open for you to enter their information. When youclick on Save their information is entered into your CMA. By selecting the 3rd Option,Continue Without A Contact, no contact information will appear on your CMA.Agent Notes allows you to enter Notes about the Property or CMA for your PersonalInformation Only.To Create A CMA, follow these steps:1. Click CMA from the Navica main menu.2. Click the Build CMA tab.3. Type in a Title. Select your Property Type from the drop-down menu andChoose the Property Status from the Available Status Menu (to select morethan one status, hold down the CTRL key on your keyboard and click on eachStatus you’d like to use). The Status Field indicates the Status of Comps youwish to use in your CMA. These Fields are Mandatory Fields and must becompleted before advancing to the next screen of the CMA.4. If you are using an Existing Listing for the Subject Property, type in the MLSNumber for the Subject Property.5. Determine if you are doing a CMA Search and/or MLS # Search or a SystemSearch.6. Select the Contact Information. You may choose to Populate Using AnExisting Contact, Add New Contact or Continue Without A Contact.7. Enter Agent Notes if desired.8. Click Next.209/16/2016

To Create A CMA With A Subject Property, follow these steps:1. Follow Steps 1 - 8 Above.2. When the Details Screen loads, enter your Subject Property’s information.You may enter as little or as much information as you would like. You maycomplete this screen at a later time and add the Property as a listing to theMLS.3. If you entered an MLS # on the CMA Setup Screen, all of the Listing Details willpopulate on the Details Screen. Place a checkmark above each field youwish to include in your CMA.4. Click Save Subject.5. The next page will be a list of Data Fields. The ones that you have includedin your Subject Property information will be Checked. You may AddAdditional Fields that you may not have entered for your Subject Property butwould like to include in your CMA. You can also Remove any Fields you mayhave decided not to include in your CMA.6. Click Next.To Create A CMA Without A Subject Property, follow these steps:1. Follow Steps 1 - 8 in “To Create A CMA”.2. Since there is not a Subject Property the next page to load will be the List ofData Fields. You must place a checkmark beside Any Field you wish toinclude in your CMA.3. Click Next.4. To Complete CMA Setup, follow these steps:5. Once you have clicked Next of the Data Fields Screen you will be ready tocomplete the CMA Setup.6. If you need to Add A Contact or Edit Contact Information, click on View/EditContact Details.CMA SETUP1. When the CMA Setup screen loads, you may click on the link View/EditContact Details to make any changes to your Contact’s Information or youmay also Add A Contact as well.2. Next, click Upload Photo to Add a photo of your Subject Property. When theCMA Subject Photo window opens, click Browse to locate your Photo andthen click Upload to place your Subject’s Photo into the CMA. To Remove aSubject Photo click on Remove Image.3. Next, you may click Add Seller’s Proceed Details and type in any pertinentamounts, such as Total Existing Mortgages, Real Estate Taxes and HomeWarranty. There are additional Blank Options at the bottom of the page forAdditional Expenses such as Closing Costs, Carpet Allowance, etc. Click Save.309/16/2016

4.5.6.7.8.4Filling out this form enables you to Add an Estimated Seller’s Proceedsinsert to your completed CMA. Adding the Estimated Seller’s Proceedsinsert to your CMA is optional.Under the Subject Property Details section, you may click on the EditSubject Property Link to make any changes to your Subject Property.If you do not wish to use any Pre-Defined Adjustments for this CMA, click onthe Clear Adjustment Values Link. This will Remove the Adjustments for thisCMA.To Add or Remove any Additional Fields to your CMA, click on the Add orRemove Fields Link. Add or Remove the Fields and click Next.You may click on one of the Edit Links to change your Adjustment Values forthis CMA only. However, if you wish to change the Default Adjustment Valueat this point, place a checkmark in the Update CMA Defaults column.To Retrieve the comps you would like to use for your CMA by the CMASearch, there are 3 options:You may enter specific Search Criteria for the Data Fields you selectedto show. Remember what you are entering here is your SearchCriteria, NOT your Subject Information. Some Fields may have DefaultNumbers in them. For example, if you’re Subject Property has 4Bedrooms the Bedroom Field may show 4 to 5. If you wish to changethose numbers simply click in the box, remove the information andtype in your selection.You may retrieve comps based on the Settings you defined under CMASettings (see Edit Search Settings). To retrieve comps based on theSearch Settings, simply click Search Comps.You may type in the MLS #s of the Listings you want to use for yourCMA. This option is located at the bottom of the screen. Whenentering your MLS #s, hit the Tab key to advance to the next box.Once you have entered all of your MLS #s, click Next.09/16/2016

To Search/Select Comps, follow these steps:1. When the Comparables Screen loads it will be broken down into 3 areas;Sold Within Last 6 Months, Sold Within 6 to 12 Months, Sold Within 12 to 24Months.2. To View a Comparable, click theicon to the Right.3. You may Select up to 12 Listings.4. Click Next.To Use A System Search, follow these steps:1. Enter your Subject Property information and click Next.2. Select any Additional Fields you would like to include in your CMA.3. You are now directed to the Navica Search Screens. Once you have enteredyour Criteria click on Start Search. Place a checkmark beside the propertiesyou wish to include in your CMA. At the top of the page you will see “Clickhere to continue your CMA after selecting listings.” You will be returned tothe Subject Property Details screen where you can make any additionalchanges or simply click Next.VIEW AND ADJUSTWhen the View and Adjust Screen loads there are Several Types of Adjustments thatcan be made.1. Click the icon below the Listing Photo to Delete a Comp from the CMA.2. Click theicon below the Listing Photo to Add any MiscellaneousAdjustments to your CMA. This adjustment is entered per Comp and willDisplay in the Misc Adjustments row directly below the Sold Date Row ononly that Comparable. Type in the Description and the Adjustment Amount.Remember to use a minus sign (-) if you are subtracting value.3. To make a Field Adjustment, click on Any Field within one of yourcomparables. Remember to use a minus sign (-) if you are subtracting value.This Adjustment Value applies to an Individual Comp and will not adjustacross All Comparable Listings.4. You may click on one of the Links in the Field Name column to enter andapply an Across Comp Adjustment. Entering a value here will ensure thatthe Value is Added or Subtracted to each applicable comp within your CMA.509/16/2016

ADDITIONAL OPTIONSThere are Additional Options available by clicking on the Select Options dropdownicon.and then clicking on theAdditional Options available include:New Non-MLS Listing - This feature allows you to enter information for aProperty that you would like to include in your CMA that is not currently inyour MLS. Enter the Property Information and click on Save Subject.Existing Non-MLS Listing - This feature allows you to Select a Property youhave entered as a Non-MLS Listing to use with the CMA. Place a checkmarkbeside the ones you wish to include and click Next.Listing(s) From CMA Search Screen - This feature enables you to go back toyour Subject Property Details screen where you can make any changes beforeSearching Comps again. Once you have made your changes click on SearchComps. The next screen will show you the Comps you have CurrentlySelected for this CMA and below those you will be able to choose AdditionalComparables. Place a checkmark beside the Additional Comps you wouldlike to include and then click Next. You will now see these Additional Compsin your Side-By-Side Comparisons. Any Across Comp Adjustments you havemade will be adjusted on these comps as well.Listing(s) From Main Search Screen - This feature allows you to enterCriteria from the Navica Search Screens. Once you have entered your Criteriaclick on Start Search. Place a checkmark beside the properties you wish to609/16/2016

include in your CMA. At the top of the page you will see “Click here tocontinue your CMA after selecting listings.” You will be returned to theSubject Property Details screen where you can make any additional changesor simply click Next. You will now see these Additional Comps in your SideBy-Side Comparisons. Any Across Comp Adjustments you have made will beadjusted on these comps as well.Add Or Remove Field(s): This feature allows you to now select AdditionalFields you would like to include in your CMA. Place a checkmark beside theFields you would now like to Add and click Next.PUBLISH CMAOnce you have selected all of your Comps and made your Adjustments you are readyto Publish your CMA.Click theicon below the Publish CMA button to select which Publish Options youwould like to include with your CMA. From this screen you may choose to include:Cover PageResumeSelling OfficeSelling AgentComparablePricingEstimatedSellerProceedsSide By SideDisplayDays OnMarketComparablePricing PageSeller’sChecklistOnce you have selected the Options you wish to include, click Save and Close.Click Publish CMA.To Select a Cover Sheet, select one of the three options in the Cover SheetDropdown.To Print the CMA, click theicon within Navica.Icon. Type in the Recipient’s email address,To Email the CMA, click theSubject and Message. Select whether you wish to include your Signature (this isset up in Navica and stored in your Agent Record) and if you would like to SendYourself A Copy. Click Send with N-Mail. Your email will be sent using Navica’sMail Servers and will send the CMA as a PDF attachment.To Convert the CMA to a PDF File, click on the7icon.09/16/2016

MY CMAsWhen you click CMA from the Navica main menu, the My CMAs screen will load.This will display any CMAs that you have Created and Saved. By clicking the linkfor the CMA’s name, you are able to view the Published CMA. If you have notPublished the CMA, you may click on the Edit CMA (under the Tools heading) linkand Complete the Analysis. Also under the Tools heading you are able to DeleteCMA, Clone CMA or Add To System.VIEWING A CMAIf you would to View a completed CMA, you may do so by clicking on the CMA Namehyperlink. Only completed CMAs will display under My CMAs as a hyperlink. ForCMAs that are still in progress, click on Edit CMA.EDIT A CMABy clicking the Edit CMA link, you are able to continue working on your CMA ormaking any Changes to the CMA.DELETING A CMATo Delete A CMA, follow these steps:1. Click CMA from the Navica main menu.2. Under the Tools heading, click Delete in the same row as the name of theCMA you wish to purge.3. When the prompt “Are you sure you want to delete this CMA’ appears, clickOK.4. The CMA will be purged from Navica.CLONING A CMAWhen Cloning a CMA, the clone will be for the same Contact and Subject Property.You are however, able to Edit the Subject Property and Search Criteria for yourcomps once you are in the CMA Setup.To Clone A CMA, follow these steps:1. Click CMA from the Navica main menu.2. Under the Tools heading, click Clone in the same row as the name of theCMA you wish to Clone.3. You will receive a prompt asking if you would like to Include Comparables.If you Do Not wish to use the same Comparables, remove the checkmarkand click theicon. If you Do, simply click theicon.4. Type in a Title for your new CMA and a Description (optional). Click Next.5. When the Subject Property page loads, place a check above the Field(s) youwish to include in the CMA.6. Click Save Subject.7. You may now Edit Contact Information, Upload A Photo, Include ASeller’s Proceeds Page, Search for More Comps, Add or Remove Fields orClear Adjustment Values.8. When you have completed these options, Click Next.809/16/2016

9. All of your Additional Options are available by clicking on the OptionsDropdown.10. Click Publish CMA. Your new CMA has been created. (see Publish CMA)ADD TO SYSTEMNavica enables its users to submit Subject Properties for CMAs as a Listing to Navicaat a later time.To Submit A Subject Property To Navica, follow these steps:1. Click CMA from the Navica main menu.2. Under the Tools heading, click Add To System in the same row as the nameof the CMA for which you want to submit its Subject Property as a Listing.3. When the Details screen loads, ensure that All Mandatory Fields that aremarked with an * are Complete.4. Click Save Listing.5. You will receive confirmation that the Property has been Saved as a Listingand you will be provided with the MLS # for the Property.Once the Subject Property has been added to the system, the Add to System linkwill no longer appear beside the CMA name or any Clones created from that CMA. Ifyou entered an MLS # of an Existing Listing in Navica for your Subject Property whenyou created your CMA, and the Listing did not belong to you, the Add to System linkWill Not Appear.By clicking CMA from the Navica main menu, you are able to Create and Save aComparative Market Analyses for your Clients using data that is already stored withinthe system. The CMA feature within Navica offers additional inserts to be included withyour Analysis such as a Resume, Comparable Pricing and Estimated Seller Proceeds.In addition, the fields for Comparison are Adjustable so that your Client can get a moreAccurate Representation of a Suggested List Price for their Property.SETTINGSCMA SETTINGSCMA Settings enables you to customize your CMAs that you create within Navica.Included in these Settings is the ability to add a Personal Resume to your CMAprintout. You may also Assign Adjustment Amounts for various data fields within theanalysis. Finally, you may define Default Search Criteria when searching for compsto use within your CMAs.909/16/2016

EDIT ADJUSTMENT SETTINGSThis setting enables you to enter Pre-Defined Adjustment Amounts for certainFields and Features within All of your CMAs. For your Fields, you will enter a SingleAdjustment Value. For your Features, you may enter a Per Feature Value that appliesto All Items within the Feature. You may also enter Individual Values for Each Itemwithin the Feature. For example under the Floors Field, you may enter a 200adjustment for carpet and a 300 adjustment for tile.To Edit Your Adjustment Settings, follow these steps:1. Click CMA from the Navica main menu.2. Click the CMA Settings tab.3. Click Edit Adjustment Settings.4. Click on the Property Type.5. Type in our Adjustment Values. For Features, you may choose to enter a PerFeature Value in the Feature Heading or you may choose to enter IndividualValues in each of the Sub-Categories. See the Paragraph above forExplanations of Per Feature and Individual.6. Once you have entered Adjustment Values for the Fields you wish to Adjust,Click Save.1009/16/2016

EDIT SEARCH SETTINGSWhen Searching for Comps for your CMA you have the option of entering in SpecificCriteria to search for under the CMA Settings. This option allows you to place“Value” on Certain Fields by requiring that the system only Search for Comps thathave Exact Features as the Subject, or have Features that Closely Resemble theSubject within a Specified Range. For example, if your Subject Property has 4Bedrooms, you can set your Search Settings to only Retrieve Comps that have 3, 4 or5 Bedrooms.To Edit Your Search Settings, follow these steps:1. Click CMA from the Navica main menu.2. Click the CMA Settings tab.3. Click Edit Search Settings.4. Place a checkmark beside the fields that you want the Comps to be ExactMatches of the Subject.5. For Fields such as Bedrooms and Baths you may assign a Range Value. Youmay then determine whether your range will be / , -/ or / to yourSubject. For example, if you assign a range of 1 beside Bedrooms and select / and your Subject Property has 4 Bedrooms, the System will search forComps that have 3, 4 or 5 Bedrooms only.6. Click Save.NOTE: Navica will pre-assign a Value to Certain Fields such as Area Bedrooms,Baths and Half Baths. It will search for Exact Area Matches and for properties with / 1 Bedrooms, Baths and Half Baths. If you do not want these Search Values, youwill want to set your Search Settings before completing a CMA.1109/16/2016

EDIT RESUME SETTINGSUnder the Edit Resume Settings option, you are able to add your PersonalInformation to Navica in order to compile a Resume to be included with your CMA.To do so, click on the Add Resume Link. Once you have entered your information,Navica will place it into a pre-defined Resume template. When you add yourResume, you may select it as the Default Resume that will automatically be placedin the CMA when you choose to include the Resume as an insert.The Fields of information to include when entering a Resume are:TitleObjectiveExperienceEducationPersonal AssociationPersonal InformationOnce a Resume has been added to Navica you can View its Content under EditResume Settings under the CMA Settings tab. In addition, there are links to EditResume and Delete Resume. You will also see an indicator that lets you know thata Resume has been selected to be the Default Resume.1209/16/2016

CMA _ By clicking CMA from the Navica main menu, you are able to Create and Save a Comparative Market Analyses for your Clients using data that is already stored within the system. The CMA feature within Navica offers additional inserts to be included with your Analysis such as a Resume

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