wyldfyre

Welcome and Class Objectives
WELCOME TO WYLDFYRE
Welcome to the CMA training class. We are pleased to have you join us
today. We think you will find this module to be exciting and useful. This
class will guide you through the basics of setting up a CMA, modifying
CMA reports as well as E-mailing your CMA reports to your clients.
CLASS OBJECTIVES
™ Learn how to open CMA Pro through WyldFyre Listings &
eNeighborhoods
™ Learn how to update your Personal Profile
™ Learn how to create a new CMA
™ Learn how to import listings into your CMA
™ Learn how to view the map
™ Learn how to create a net sheet
™ Learn how to adjust comparables and suggested list price
™ Learn how to create a marketing plan
™ Learn how to edit, print, save as a PDF and e-mail your CMA
™ Learn how to open a saved CMA
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Chapter 2 - Getting Started
CHAPTER 2 – GETTING STARTED
Opening CMA through WyldFyre Listings
Click on your WyldFyre 7 icon on your desktop. Once in
Listings, perform your search for your CMA and then click on
the CMA button on your Application Toolbar (see Steps to
Creating a CMA on page 9).
Opening CMA through eNeighborhoods
If you would like to open the CMA program without opening
WyldFyre Listings, then click on your eNeighborhoods icon on
your desktop.
Once in eNeighborhoods, then click on the CMA button on your
Application Toolbar. You will be able to search for properties when you
are in the Comps tab (see Searching the MLS for Comps while in the
Comps tab on page 12).
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Chapter 2 - Getting Started
Main Window
Once you open the CMA program, you will be at the Main Window. You
have 9 tabs going across the screen starting with Subject. Each tab has its
own Features and Functions Toolbar that will change as you go from tab to
tab. Each tab is explained in detail in the Steps to Creating a New CMA on
page 9.
Tabs
Features &
Functions
Toolbar
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Chapter 3 – Updating Your Personal Profile
CHAPTER 3 – UPDATING YOUR PERSONAL PROFILE
You have the option to update/change any part of our personal profile.
This includes your Personal Information, Designations, Your Photo, Your
Logo, Report Settings, Formulas/Scenarios, MLS and Colors. This
information is used for the reports, eNeighborhoods website and
newletters.
Click on Personal > My Personal Profile from the
Menu Bar or click on the Profile button to the right of
your screen. The Personal Settings Wizard opens at the
Personal Information screen.
You can click Next to move to each of the tabs, or you can select a specific
tab by clicking on it. When you are finished with your changes, click on
the Finish button.
Personal Information
The Personal Information tab allows
you to edit your Name, Address, Email, Phone and Web Type. This
information will be displayed on your
reports and eNeighborhoods web site.
Click Next to get to the Designations
tab.
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Chapter 3 – Updating Your Personal Profile
Designations
The Designations tab allows you to add
designations to your reports.
Select an item in the left column and click
on the right arrow button to add your
selection to the list on the right.
Use the up/down arrows to select the
order of your designations.
Click Next to get to the Your Photo tab.
Your Photo
The Your Photo tab allows you to add
your personal photo to the reports,
eNeighborhoods website and
newsletters.
Click on Add Photo and the Select
Image dialog box opens.
Find your personal image and highlight
it so that the name is in the File Name
field. Click OK.
Your image will display in the
Current Photo box.
Click Next to get to the Your Logo
tab.
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Chapter 3 – Updating Your Personal Profile
Your Logo
The Your Logo tab should
automatically have your logo
displayed in the Current Logo box.
To change the logo, click on the Clear
Logo button and then click on Add
Logo. The Select Image dialog box
opens.
Find your new logo and highlight it
so that the name is in the File Name
field. Click OK.
Your image will display in the Current Logo box.
Click Next to get to the Report Settings.
Report Settings
The Report Settings tab allows you
to change some of the information
which appears on the reports.
Click on any of the buttons and it
will open in an editor allowing you
to make changes.
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Chapter 3 – Updating Your Personal Profile
In our example, we opened the
Cover Letter. Make your changes
and click OK.
You always have the option to go
back to the original letter by
clicking on Restore Default.
Formulas/Scenarios
The Formulas/Scenarios tab allows you
to make changes to the Net Sheet (see
Calculate Seller’s Net Sheet on page
22), Buyer’s Cost (see Buyer’s Tour
Manual) and Loan Scenario formulas.
Click on the drop down arrow to select
the formulas you want to edit.
To edit the formula, click on its cell and
start typing.
Click Next to get to the MLS tab.
MLS
The MLS tab allows you to input your
State, MLS and select where your MLS
listings come from.
Click Next to get to the Colors tab.
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Chapter 3 – Updating Your Personal Profile
Colors
The Colors tab allows you to change the
colors that are used in certain report
themes.
Click in the Color #1 box and the Color
window will open.
Select the new color
and it will appear in
your Color #1 box.
You can always go back to the original colors by
clicking on Restore Defaults.
Click Finish to close the Personal Profile window.
Backing Up Your Personal Profile
1. After making changes to your Personal Profile, you should back it up
so that you will have it at a later time if something should happen.
2. Click on Personal > Backup Personal Profile from the Menu Bar.
3. Click the Save button. Remember where the file is being saved so you
know where to find it later.
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Chapter 3 – Creating a New CMA
CHAPTER 3 - CREATING A NEW CMA
Steps to Creating a New CMA
1. Create your search using WyldFyre Listings
2. Open the CMA program through Listings
3. Enter the Subject Property Information
4. Review Comparables
5. View map of the properties
6. Adjust Comparables
7. Calculate Seller’s Net Sheet
8. Create a Marketing Plan
9. Adjust the Suggested List Price
10. Present the CMA
11. Publish the CMA
12. Save the CMA
13. Close the CMA
Step 1 – Create your Search in WyldFyre Listings
To import properties from WyldFyre Listings to CMA, you must first
display the desired properties in the Property Listing table in WyldFyre
Listings and download photos if needed. Be sure to mark the properties
that you want to import into the CMA program. See the Listings Training
Manual on how to perform a search, marking properties and downloading
photos.
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Chapter 3 – Creating a New CMA
Step 2 - Open the CMA Program through Listings
While at the Property Listing Table in Listings, click the CMA button on
the Application Toolbar. This will open the CMA program and import your
listings into the Comps tab (see Step 4 – Review Comparables on page 12).
Step 3 - Enter the Subject Property Information
The Subject tab is the first tab that opens and displays the owner, subject
property information and subject property photo.
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Chapter 3 – Creating a New CMA
1. Add a Title to your report and keep the default date or you can change
it.
2. Enter the owner information and the number of bedrooms and
bathrooms, square footage, lot size, and year built. You will want to
fill in the square footage, as this information is used for price
calculations.
3. You have the option to add Agent Remarks.
4. If you would like a subject photo in your CMA report, click on the
Add/Change Photo link. You will need to find the directory as to where
you saved your photo and select it.
5. Click the Open button to get back to the Subject tab. You photo should
now appear in the box.
6. To clear out the entire page and start over, click on the Clear button on
the Features and Functions Toolbar.
When you are completed with the Subject tab, click on the
Comps tab.
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Chapter 3 – Creating a New CMA
Step 4 - Review Comparables
The Comps tab will display the properties that you imported into the CMA
program from WyldFyre Listings. If you did not perform a search in
Listings, then you can still search the MLS by using the Search MLS
button (see Searching the MLS for Comps while in the Comps Tab below).
Searching the MLS for Comps while in the Comps Tab
If you still need to search for listings, then scroll down on
your Features and Functions Toolbar until you see Search
MLS. Click on this button and the program will take you
into the search window within Listings. Perform your search
and the matching listings will import into your comps tab.
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Chapter 3 – Creating a New CMA
Selecting Comparables
Once you have the listings in the comps tab, you can then select the ones
you want to use for your reports. To select a listing, simply click in the
box so that a check mark appears. To uncheck the listing, click on the
check mark and it will disappear.
Or you can select all of the listings by clicking on the Select All
button on your Features and Functions Toolbar.
You can also deselect all of the properties that are selected by
clicking on the Select None button on your Features and
Functions Toolbar.
As you select or deselect properties, the Summary information at the
bottom of your screen will change.
Adding Comparables
1. You can add any comparable properties to your list by
clicking on the Add Listing button on your Features and
Functions Toolbar.
2. The Listing Details window opens. Enter the information in any of the
6 tabs; General, Remarks, Features, Agent/Office, Schools or Other.
3. Click on the Save button to include the new property in your list.
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Chapter 3 – Creating a New CMA
Editing Comparables
You can edit any property on the list by highlighting the
property and clicking on the Edit Listing button on your
Features and Functions Toolbar.
1. You can edit any of the information by typing over the data and
clicking the Save button to accept the changes.
2. You have 6 tabs of information that you can edit; General, Remarks
Features, Agent/Office, Schools and Other.
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Chapter 3 – Creating a New CMA
Clearing All Listings
The Clear All Listings button allows you to remove ALL of the listings in
your comps tab so that you can start all over again with a new search.
After you click on the Clear All Listings button on your
Features and Functions Toolbar, the program will ask you if
you are sure you want to clear all listings. Select Yes.
Advanced Select
You have the option to search on a specific field within your comps list.
For instance, you may want to find the listings that match a specific Sold
Price.
1. Click on the Advanced Select button on your Features
and Functions Toolbar.
2. Click on the drop down arrow to select a field to search on.
3. In the criteria field, enter a field in both columns.
4. Click on the Add link to add to the Search Parameters box.
5. Click on the Count button to see the number of matching properties.
6. Click on the Search button and the program will check mark the
properties that meet the criteria that you entered.
7. Click Cancel if you want to close the window.
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Chapter 3 – Creating a New CMA
Show More Listings
If you want to add or show more listings on your comps list, then click on
the Show More Listings button on your Features and Functions Toolbar.
1. Click on the Show More Listings button on your
Features and Functions Toolbar.
2. Click on the drop down arrow and choose an Area and click OK.
3. The listings will be added to your list and the new Summary
information below will be readjusted.
When you are completed with the comps tab, click on the Map
tab.
Step 5 – View Map of Properties
Your properties that you selected will be placed on a map. This includes
Active properties if you searched for Active.
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Chapter 3 – Creating a New CMA
Zooming In and Out
In the bottom right hand corner of your map, you have a + and button. These buttons allow you to Zoom In and Zoom Out on
your map.
You can also create a
box with your mouse
while you are viewing
the map and then the
program will
automatically zoom for
you.
Moving North, South, East and West
If you would like to move the map North, South, East or West, then click
on the arrows associated with each function.
Viewing Data
While you are viewing the map, you can
click on any point of interest and a pop up
menu will appear with data.
Click the x in the top left corner to close the
window.
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Chapter 3 – Creating a New CMA
Aerial View
To view the map with an aerial view, click on the Aerial button on
your Features and Functions Toolbar.
To get back to the map, click on the Map button.
Combination View
To view the map and the aerial view together, click on the
Combo button on your Features and Functions Toolbar.
To get back to the map, click on the Map button.
Boundary Options
1. To change the way the boundaries look on the map,
click on the Boundary button on the Features and
Functions Toolbar.
2. This will open the Boundaries window. Choose to outline, highlight or
a specific color for the options listed.
3. Click Ok after making your changes.
4. You can always return back to the default setting by clicking on the
Restore Defaults button.
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Chapter 3 – Creating a New CMA
Legend Options
1. To change options to the legend, click on the Legend
button on your Features and Functions Toolbar.
2. The Legend window opens. Select or deselect any of the options to
change the look of your map.
3. Click Ok to accept your changes.
4. You can always return back to the default setting by clicking on the
Restore Defaults button
Map Note
1. To add a map note to the map, click on the Map Note
button on your Features and Functions Toolbar.
2. Drag your mouse to the map area (you will see a bubble around your
mouse pointer) and click on the map as to where you want to add the
note.
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Chapter 3 – Creating a New CMA
3. Type your note in the box area.
4. You can select Neighborhood Stats, School Stats or Housing Stats as
part of your Map Note.
5. You can change the Font and Background color.
6. Click OK to accept the changes.
Saving the Map
1. To save the map, click on the Save button on the
Features and Functions Toolbar.
2. Type the name of your file in the File Name field. You can change the
directory as to where you save the file.
3. Click the Save button.
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Chapter 3 – Creating a New CMA
Step 6 - Adjust Comparables
The Adjust tab allows you to compare your subject property to all of the
sold properties that you selected in your comps tab.
1. You can create new fields in the Comp Description column, such as
“Self-built. To enter text, simply place your cursor in the field and type
in the text.
2. You can add other features like “Pool” and then add an adjustment for
the pool in the Adjustment column.
3. Use the Next Comp and Previous Comp buttons to scroll
through the properties.
4. You can make adjustments to your subject property by
clicking on the Adjust Subject button on your Features and
Functions Toolbar.
5. Click the Clear button to Clear out all of the information and start over.
When you are completed with the Adjust tab, click on the Net
Sheet tab.
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Chapter 3 – Creating a New CMA
Step 7 - Calculate Seller’s Net Sheet
The Net Sheet tab displays the Seller’s Net Sheet calculations. You can
add, remove and edit any of the fields. You can use the default sheet or
you can select another option from the drop down box (see saving a Net
Sheet on page 23).
Adding an Item
1. To add an item to the list, click on the Add Item
button on your Features and Functions Toolbar.
2. Enter the name of the cost.
3. Enter the Low and High amount.
4. Click Ok to add the name to the list.
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Chapter 3 – Creating a New CMA
Removing an Item
You have the option to remove any of the items off of the list.
1. Highlight the item to remove.
2. Click on the Remove Item button on your Features and
Functions Toolbar and your item is automatically
removed.
Editing an Item
You have the option to edit any of the cost names and the dollar amounts.
1. Highlight the item to edit.
2. Click on the Edit Item button on your Features and
Functions Toolbar and enter or modify the Name
and/or the Low and High cost.
3. Click Ok to accept the changes.
Saving a Net Sheet
After you complete the Net Sheet, you will want to save the information.
1. Click on the Save Net Sheet button on your
Features and Functions Toolbar.
2. Type the name of your new Net Sheet.
3. Click Ok to save.
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Chapter 3 – Creating a New CMA
When you are completed with the Net Sheet tab, click on the
Marketing tab.
Step 8 – Create a Marketing Plan
The Marketing tab allows you to schedule tasks and apply dates to these
tasks. You can add, remove and edit any of the tasks and dates.
Changing the List Date
If you would like to change the list date to a different date, then click on
the drop down arrow in the List Date field.
Click on the date that applies and the program will automatically change all
other dates. You can modify the date fields individually if needed by
clicking on the specific date and changing it.
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Chapter 3 – Creating a New CMA
Adding a Task
1. To add a task to the list, click on the Add Task button on
your Features and Functions Toolbar.
2. Enter the task name and select a specific date, day of the week or days
into the listing.
3. Click Close and the task is added to your plan.
Removing a Task
You have the option to remove any of the tasks off of the plan.
1. Highlight the item to remove.
2. Click on the Remove Task button on your Features and
Functions Toolbar and your item is automatically
removed.
Editing a Task
You have the option to edit any of the tasks and scheduled dates.
1. Highlight the item to edit.
2. Click on the Edit Task button on your Features and
Functions Toolbar and make your changes.
3. Click Close to save the changes.
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Chapter 3 – Creating a New CMA
Saving the Marketing Plan
1. When you are completed with the plan, then you will need to save the
information.
2. Click on the Save Task Plan button on your Features and
Functions Toolbar.
3. Type the name of the Marketing Plan and click OK.
When you are completed with the Marketing tab, click on the
Price tab.
Step 9 – Adjust the Suggested List Price
The Price tab displays the Suggested List Price based upon the selected
properties in your Comps tab. You can overwrite the Suggested List Price
that is calculated by the program by manually entering a price or you can
base the price on a calculation field. Click on the drop down arrow next to
Calculations and select an option.
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Chapter 3 – Creating a New CMA
When you are done with the Suggested List Price, click on the
Present tab.
Step 10 – Present the CMA
The Present tab allows you to make changes to any of the reports.
To make changes to the reports:
1. Click on Personal > My Personal Profile from
the Menu Bar or click on the Profile button to
the right of your screen.
2. The Personal Settings Wizard Opens. Click on the Report Setting tab.
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Chapter 3 – Creating a New CMA
3. To change the Education listed in the report, click on the Change
Education bar to open the edit window. Make your changes and click
Ok.
4. Continue with the rest of the options until your report is exactly the
way you want to see it.
When you are completed with the Present tab, then click on the
Publish tab.
Step 11 – Publish the CMA
The Publish tab allows you to select the type and the design of the CMA
report. You have the option to Preview, Print, Save as a PDF, E-mail, Edit
and change your Page Header. Each one is explained in detail on the
following pages.
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Chapter 3 – Creating a New CMA
Types of CMA Reports
In the left column, you have a list of CMA reports. When you click on one
of the reports, like Quickie CMA, you are able to click on the What’s In
it? link to view all of the reports listed for that specific type of CMA.
CMA Designs
You will see the first two design choices (Classic and Modern)
when you first open the Publish tab. To see the other designs,
click on the Next Page link.
To select a design, click on the drop down arrow next to Design and select
your design.
Creating a New Report
You have the option to create your own report by
clicking on the Create New Report link.
1. Click on the topics you want to include in your
report and they will appear in the right hand
column.
2. You can change the order of the reports by
clicking on the up/down arrows.
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Chapter 3 – Creating a New CMA
3. If you would like to Save this template and use again, then click on the
Save Template Button.
4. Name the Template and click OK.
5. Click OK one more time to close the Select Content window.
6. Now your new report is saved under My Reports.
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Chapter 3 – Creating a New CMA
Previewing your CMA
1. If you would like to see what your report looks like
before printing or e-mailing, then click on the Preview
button.
2. Click on the Next Page link to view the next page.
3. You can Print, Save or E-mail from the Preview window.
4. Click on the Publish tab to get back to the Publish options.
Printing your CMA
1. When you are ready to print your CMA, then click on
the Print button.
2. You can choose to print All the pages or select certain pages.
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Chapter 3 – Creating a New CMA
Saving your CMA as a PDF
1. You will need to save your CMA as a PDF so that you can e-mail the
PDF to your client (see E-mailing your CMA below).
2. Click on the Save As PDF button. Remember where the
PDF is saved (you can change the directory if you like).
3. Type a name in the File Name field.
4. Click Save.
E-mailing your CMA
1. If you would like to E-mail your CMA, then click on the Email button. You will need to save your CMA as a PDF
before you can e-mail (see Saving your CMA as a PDF
above).
2. The program will open you e-mail (if not open already) and will want
you to attach the PDF that you created.
3. Once you attach the PDF file, an automatic e-mail is generated for you
to send out to your client.
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Chapter 3 – Creating a New CMA
Editing your CMA
1. To edit the type of reports that you want to include in
your CMA, click on the Edit button on your Features
and Functions Toolbar.
2. This will open the Select Content Window. Check or uncheck the
topics to include in your report.
3. You can click on the up/down arrow to change the order of the reports.
4. To save this template, click on the Save Template button.
5. Click Ok to close the window.
Page Header Options
1. To make changes to your page header on your reports,
click on the Page Header button.
2. Select or deselect any of the options listed.
3. Select Ok to accept the changes.
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Chapter 3 – Creating a New CMA
4. If you want to change your Personal Profile, then click on
Personal > My Personal Profile from the Menu Bar or click on
the Profile icon.
Step 12 – Save the CMA
Once you complete your CMA, you will want to save it so you can make
changes, print or e-mail at a later time. You should get into the habit of
saving your CMA as you are creating it.
1. Click File > Save from the Menu Bar.
2. Type a name in the File Name field.
3. Click Save.
Step 12 – Close the CMA Program
After you have saved your CMA, you can close down the program. To
close, click on File > Exit from the Menu Bar or click on the X in the top
right hand corner of your screen.
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Chapter 4 – Opening a Saved CMA
CHAPTER 4 - OPENING A SAVED CMA
Once you save your CMA, you can open it at any time to complete, update,
print, e-mail, etc.
Again, there are two ways to open the CMA program.
1. Click on your WyldFyre 7 icon on your desktop. Once in
Listings, click on the CMA button on your Application
Toolbar.
2. Or click on your eNeighborhoods icon on your desktop.
Once in eNeighborhoods, then click on the CMA button
on your Application Toolbar.
3. Once in the CMA program, then click File > Open from the Menu Bar.
4. Highlight your saved CMA file and click Open.
5. Your saved CMA will open at the Subject tab.
6. You can make changes to any of the tabs. Be sure to save any changes.
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