Follow

Create Branded Buyer Tours

Buyer Tour

Create a custom property tour for your clients using the most current and reliable information directly from the MLS.


Importing Properties

When you begin a Buyer’s Tour, the first thing you will need to do is import a file of properties that you have exported from your native MLS system.


Browse your computer and import your saved file into Buyer’s Tour. Upload the file and you will be advanced to the Properties panel.



The second option is to pull any property in the Listings Application of the Dashboard that you currently have in the MLS, or manually added. You will need to open the My Applications Menu and select the Listings Application and select Listings.



 

In the Listings Application, you will be able to import any listing into the CMAzing Application by selecting Create CMA under the Actions drop-down menu.




Properties

Sort the property listing table by any of the available criteria and use the checkboxes to select the properties you would like to include in your Buyer’s Tour and click Customize.

Customize

The following sections are available for customization by clicking the edit icon in the top right portion of the section header:


Title and Client Info: Title your Buyer’s Tour, add your client’s address and information including specific property details such as bedrooms, bathrooms and square footage. Upload a property photo, and type cover page remarks for your client.





Map: Choose which points of interest to show on your map, and add custom map notes.


Properties and Order: Arrange the properties by address, price, or the order you plan to show. You can even print driving direction between property showings!


Loan Scenarios: Prepare different loan options for your clients based on property list price and current interest rates.



Costs: Give your clients a high, median, and low estimate of their total costs for the purchase of a home.






Buyer Consultation Items & Order: Create a list of “to do” items when meeting with your client so you stay on track and they know what to expect. Use the default list of items or customize tasks to your preferences.


Once you have made all your edits, click Publish Buyer Tour.


Publish
Choose one of CMAzing’s 1-Minute Reports, or create your own custom report page by page.


Create New Report: From the list of available Buyer Tour pages use the checkboxes to add pages to your custom Buyer Tour. As you click, your selections will show in the right column. If you plan to use this report again, name the report and click Save, or simply generate the Tour by clicking Run Report.




1-Minute Reports: To view the pages that are included in a 1-Minute report, right click on the title and click What’s in It? To add or remove pages from a 1-Minute report, right click on the title and click “Edit.”



Theme: Choose the look of your report by choosing from one of the many themes available, or upload your own custom header in your profile.





Property Layout: Choose how many properties and how much information to display per page.


Publishing Option: You can choose to print your report to a PDF document, email your report as a PDF attachment, or publish your report to your website with a custom generated link.


Once all of your options have been selected, Click Run Report.


Saving Your Report: If you would like to save your report for later use or future reference, click the Save icons from the header, name your property, and save it to your account.

 

New Report: Once your report has been published and/or saved, you will need to start a new report to clear all data from your current report.

 

Opening a Saved Report: Clicking the Open icon from the header will display a list of all the reports saved to your account.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk