How to Create and Manage CMA's – Elevate

Select Create CMA (Comparative Market Analysis)

On the left side of your Elevate CRM (https://crm.yourelevate.com), navigate to CMA'S > Create CMA.

Alternatively, you can also manage all once completed at CMA'S > View My CMA'S

Step 1 - Name

To begin, find your Client from the menu and select their name.

You can either Select a listing or Add a listing from the MLS you're licensed with.

Select the Save & Continue button to proceed to the next step.

Step 2 - Location

Confirm the location of the listing from the map display.

Select the Save & Continue button to proceed to the next step.

Step 3 - Photo

Confirm the photo you wish to showcase from the listing.

You can either select from the thumbnail views or select the Choose a file button to upload your own.

Select the Save & Continue button to proceed to the next step.

Step 4 - Comparables

To search for comparable listings, you can leverage the search function on the left panel. All of the results will be displayed, by default, on a map to the right panel.

To add listings, select the results from the Add Listings tab. Select the +ADD button to proceed.

To view or remove listings, select the results from the View/Remove Listings tab. Select the Remove button to proceed.

Select the Continue button to proceed to the next step.

Step 5 - Add Documents

If you have any existing documents that you wish to add to the CMA, they will be present within your Assets folder. To upload documents there, navigate to Assets > Upload Files on the left menu of your Elevate CRM.

To add any documents, select the Add button.

Select the Save & Continue button to proceed to the next step.

Step 6 - Adjust Profile

If you need to adjust your profile, you can update all of the available fields to be published on the CMA for your Client.

Select the Save & Continue button to proceed to the next step.

Step 7 - Review

To review your CMA, select the Preview button which will open it in a new tab on your browser.

The CMA is a public link published from your site that you'll soon be able to share.

Select the Save & Continue button to proceed to the next step.

View and Share your CMA

The CMA is a public link published from your site that you can share with any Client.

Please note that the CMA is not printable at this time.

To navigate the CMA, select the arrow to the right of the listing photo.

Example of a published CMA from a site is published below.

View and Edit your CMA

You can also manage all CMA's once completed at CMA'S > View My CMA'S

To view any CMA, select the eyes icon within the right column.

To edit any CMA, select the pencil icon within the right column.

To delete any CMA, select the trash icon within the right column.

That's all there is to it! If you still have more questions, be sure to peruse our other articles and videos. If you still don't find an answer don't hesitate to reach out to our support team. We're here to help!