Cma Preferences Wizard - WordPress

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CMA Preferences WizardThe CMA Preferences Wizard walks you through the basic setup for your CMA. This set upincludes adding documents, establishing default settings,settings, adding agent image, office logo, etc.To begin the CMA Preferences Wizard, click Preferences and click CMA Preferences Wizard.WizardThe beginning slide of the CMA Preferences Wizard displays.Click Start to begin the wizard.CMA Preferences Wizard1CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

The first step in the CMA wizard is entering the Cover Letters. The CMA tool allows you to enterup to three (3) Cover Letters.Using Paragon’s rich text editor, you can format your text similar to using your word processor.Some of the formatting you can do includes font type, size, color, emphasis and adding pictures,tables, bullet points, special characters and spell check.You can also create your cover letters using your computer’s word processing program and thencopy and paste them in as a CMA cover letter.Because of existing formatting on the Cover Letter page, the space available for the body of theletter is limited. When using an average sentence length, use 3 to 4 sentences per paragraph,and have approximately 3 paragraphs in length for the cover letter.When you are finished composing your cover letter(s), click the CMA wizard’s Next button.CMA Preferences Wizard2CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

The next step in the CMA wizard is the Agent Resume. Just like the Cover Letter section,Paragon allows you to enter up to three (3) Agent Resumes.Agent resume uses the same rich text editor as the cover letter. You can create your resumeusing the composition area in the CMA wizard or you can use your computer’s word processor.When you are finished composing your agent resume(s), click the CMA wizard’s Next button.CMA Preferences Wizard3CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

Depending on your Paragon access level, entering Company Information will be your next step.The content you enter in this section populates to all of the agents in your office or multi-officefirm, depending on your security level.Company information uses the same rich text editor as the cover letter. You can create youroffice information using the compose area in the CMA wizard or you can use your computer’sword processor.When you are finished composing your office information, click the CMA wizard’s Next button.CMA Preferences Wizard4CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

CMA wizard will now have you select the brochure you use to display the subject property’slisting details. You have two (2) brochure options: Subject Property 1 – simple field layout – ideal when you have limited listing details Subject Property 2 – complex field layout – ideal when you have extensive listing detailsNote: Customization of these reports is under Preferences, then CMA, Subject PropertyDetail, then click Modify. The white areas are customizable with a double click. Gray section isnot customizable.After you select a subject property brochure, click the CMA wizard’s Next button.Subject Property 1 brochureSubject Property 2 brochureCMA Preferences Wizard5CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

Next in the CMA wizard is entering Final Comments.Final comments use the same rich text editor as the cover letter. You can create your finalcomments using the compose area in the CMA wizard or you can use your computer’s wordprocessor.When you are finished composing your final comments, click the CMA wizard’s Next button.CMA Preferences Wizard6CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

The next step in the CMA wizard is selecting the CMA Theme.There are five (5) different themes from which to choose. Most of themes have subpage, colorheaders. The Contemporary theme does not have a color header to save on ink. See below forsamples of the five (5) different themes and the subpages.After you have selected your theme, click the CMA wizard’s Next button.Themes with subpage, watermark brandingCMA Preferences WizardPlain Subpages7CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

Next is setting up the Footer.You can choose to use or not use the CMA footer option. By default, the footer option isunchecked. When you check the box, additional options are available, as shown below.Options include adding a line of text, office logo and agent image to the footer on each page.After you have made your footer selections, click the CMA wizard’s Next button.CMA Preferences Wizard8CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

The final step is selecting the Disclaimer for your CMA. These are set up by your localassociation, usually a short disclaimer and a long disclaimer are available for you to choosefrom.After you have made your disclaimer selection, click the CMA wizard’s Next button.CMA Preferences Wizard9CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

You have completed the CMA Preferences Wizard.There are other steps for you to complete as you build each CMA. Those steps are CMAspecific and not general in nature, as those just completed using the CMA Preferences Wizard.Note: By going to Preferences, then CMA, Presentation Setup. You can choose the reportsyou wish to include in your CMA Presentation. By selecting the check boxes of the reportyou wish to include under Preferences, you will not have to select them again whencreating your CMA. This will make using the CMA Wizard much easier and faster whencreating a CMA.Another area of input you may choose to complete is Saved Adjustments, which are usedwhen adding adjustments to your Comparable Properties. See the Quick Start Guide inthe CMA section titled Step 3: Adjustments for more details on creating savedadjustments.CMA Preferences Wizard10CONFIDENTIAL – LPS MLS Solutions Client Use OnlySeptember 20, 2011

The next step in the CMA wizard is the Agent Resume. Just like the Cover Letter section, Paragon allows you to enter up to three (3) Agent Resumes. Agent resume uses the same rich text editor as the cover letter. You can create your resume using the composition area in the CMA

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