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Copyright © 2015. Real Estate Digital. All rights reserved. 9/24/2015 CONFIDENTIAL

rDesk CRM CMA & Buyer’s Tour (Agent)

rDesk CRM CMA allows you to create a Comparable Market Analysis report geared towards

sellers which can be a valuable tool in securing a listing. It will allow you to present to your client

valuable information on the current market and suggested price points for their home. The

Buyer’s Tour allows you to create a list of properties to show your buyer, along with closing

costs and loan estimates in a similar report format.

Contents CMA ............................................................................................................................................................... 1

Agent Setup ............................................................................................................................................... 2

Creating a CMA ......................................................................................................................................... 5

Buyer’s Tour ................................................................................................................................................ 20

CMA 1) Login to rDesk

2) Click Marketing

3) Click CMA


Agent Setup

1) If this is your first CMA, go to Agent Setup

a. Each section has these buttons to assist in your edits

i. Restore to Default will revert any revisions

ii. Return to Start will take you back to the Start tab

b. In the Letter tab, review and edit the pre-written introductory letter

c. In the Story tab, review and edit the pre-written story of your company

d. In the Explanation tab, review and edit the explanation of the CMA

i. Click Apply Changes

e. In the Resume tab, review and edit your credentials

i. Click Apply Changes

Note: You will have the option to include/exclude these documents when you finalize the report.

f. Click the Netsheet tab,

i. Make changes to existing items and equations

ii. Add a new Item and Equation

iii. Click Apply Changes

iv. Click Recalculate to see the results of changes to the equations


g. Click the Costs tab,

i. Make changes to existing items and equations


ii. Add a new Item and Equation

iii. Click Apply Changes

iv. Click Recalculate to see the results of change to equations

h. Click the Colors tab, if using the Classic Theme report

i. Click Change

ii. Enter the color number, click Set

iii. Enter the RGB, click Set

iv. Click Apply Changes

i. Click My Reports,

i. To add a new page,

1. Browse to find the page on your computer

2. Click Upload

a. If your uploaded document is not a PDF and over 500KB in

size, you will receive the following message


ii. To remove a report,

1. Under Edit Your Current Reports, click the dropdown list

2. Click on the report

3. Click Remove

4. Click Return to Start to go back to the Start tab

Creating a CMA

1) Click Create New CMA

a. Enter a name in the Create a New CMA window

b. Select the property from the MLS by choosing by connecting to the

MLS OR from scratch

c. Click Create


d. The Sub Prop (Subject property) tab displays

e. Click Lookup Contact to look up contact in rDesk CRM OR enter

Client Name


f. Enter required fields

g. Click the Change Photo link to change the property image

h. Enter any notes that will appear on the cover page

i. Click Generate Easy CMA, the system will automatically search for

comparable listings

To configure the default Easy CMA parameters, go to your Personal Profile CMA tab.


j. OR Click Search for Properties button, to select listings to use in the

CMA

i. Select the MLS Number Search link to search by MLS

number

ii. Select the Property Type from the dropdown list

iii. Choose and select the remaining criteria in the sections below

iv. Click the Additional Search Criteria dropdown to add

additional fields

v. Click New Search

A summary of the selected criteria appears in the text box below

vi. You can highlight a criteria and click Remove Selected

vii. Click Save View to save the search

viii. You can select Primary Picture (recommended) or All

Pictures

ix. Click Count to see the number of properties for the criteria

selected

x. Click Display Map to display the search result listings on a

map

xi. Click Display List to display a list of search result listings

xii. To use a previously saved search, select from the Saved

Searches dropdown list

xiii. Click Last Search to re-run the previous search


k. The Summary Information will display (Map or List based on previous

selected view)

i. To change view, click the Map or List tab


ii. Select the Filter By Property Status dropdown list to filter by status


iii. Click the Summary Stats to view a recap of statistics for the

selected listings

iv. Click Select all or Unselect all to include/exclude from CMA

v. Click Import Listings to add listings from,

1. An existing CMA

2. The search screen

3. Previous import results

vi. Click Revise Search to make changes to the search criteria

vii. For the Map view,

1. Map controls can be hidden by clicking the arrows

2. Click Road (default) or Aerial as view options

3. Click Labels to remove road labels from aerial view

4. Use the + and – magnifying glass icons to zoom

5. Hover over the house icon to display listings details

a. Click Bird’s Eye View to see an overhead view

of the property

6. Check the Include box (default) to include in CMA

viii. For the List view,

1. A column can be moved by clicking the header, red

arrows indicate where it can be positioned

2. A column can be sorted by clicking the header and

moving to the sort bar

3. An individual row can be moved up or down by clicking

the row and moving (“drag and drop”)

4. You can check or uncheck a row to include (default) or

exclude from the CMA


ix. Click on the Edit tab,

1. From the dropdown, select the listing

2. Click the Map link to view points of interest

3. Click Add Listing to add another listing to the CMA

4. Click Apply Changes to save edited information


5. Click Adjustments to make changes to sold listings

6. Click Edit Listing to return to the Edit tab


l. Click the Report tab,

i. Click the Options tab,

1. Click the Current Theme dropdown to select for the

CMA

2. Check or uncheck the pages you want to include in the

CMA

3. Click Preview/Print to view and print

4. Click Email to email the CMA


ii. Click the Print tab,

1. You can click the disc icon to save the report

2. You can click the printer icon to print the report


3. You can click the envelope to email the report OR

iii. Click the Email tab to email the report

m. Click the Advanced tab,

i. Click the Net Sheet tab, to see the net amount to be received

by the seller

1. Click Recalculate Formulas to recalculate formulas

used

2. Click Edit Formulas to go back to the Agent Set-up to

edit formulas


Note: This is based on the equations entered above and calculates based on the property price.

ii. Click the Smart Price tab,

1. Check the Price Range checkbox to calculate the

property price based on a percentage below low and

high

Note: To use Smart Price the total square feet for the subject property must be entered on the

Sub Prop tab.


iii. Click the Planner tab,

1. Select the listing date by clicking the calendar icon

2. Click Apply


3. Click Add New Task

a. Add Task window appears, enter name, click

Edit List OR

i. Enter the name of the new task, click

Add

ii. Click OK

b. Click Change Item to select a task from the list

4. Click Sel for the task you want to edit, it will be

highlighted in yellow

a. Click Edit Selected to open the Edit Task

window

i. Make revisions, select Apply

b. Click Remove Selected to remove the task

5. Click Restore Default to restore system defaults

6. Click the Options tab (same as Configure EasyCMA

Settings above)


Buyer’s Tour 1) To create a Buyers Tour report,

a. Click Create New BT

a. Enter a name in the Create a new Buyers Tour window

b. Select the property from the MLS by choosing by connecting to the MLS OR

from scratch

c. Click Create


d. On the Search tab,

i. Select the MLS Number Search link to search by MLS number

ii. Enter the MLS Numbers

iii. Select the Property Type from the dropdown list

iv. You can select Primary Picture (recommended) or All Pictures

v. Click the Search link OR

vi. Enter required fields

vii. Continue to refine the search to reduce the count of items that will

display

viii. Click Display Map or Display List

e. The Summary Information will display (Map or List based on previous selected

view)


i. To change view, click the Map or List tab

ii. Select the Filter By Property Status dropdown list to filter by

status

iii. Click the Summary Stats to view a recap of statistics for the

selected listings

iv. Click Select all or Unselect all to include/exclude from the Buyers

Tour

v. Click Import Listings to add listings from,

1. An existing Buyers Tour

2. The search screen

3. Previous import results

f. Click on the Edit tab,

1. From the dropdown, select the listing

2. Click the Map link to view points of interest


3. Click Add Listing to add another listing to the Buyers Tour

4. Click Apply Changes to save edited information

g. Click on the Client tab enter client information

a. Click Lookup Contact to look up contact in rDesk CRM OR enter Client

Name


h. Click the Loan tab ,

a. Enter Loan Type and options

i. Click the Costs tab,

a. Click on Recalculate Formulas to recalculate if formulas have changed

b. Click Restore Defaults to restore system defaults

c. Click Recalculate Totals to recalculate totals if costs have changed


j. Click the Options tab,

1. Click the Current Theme dropdown to select for the Buyers Tour

2. Check or uncheck the pages you want to include in the Buyers

Tour

3. Click Preview/Print to view and print

4. Click Email to email the Buyers Tour


k. Click the Report tab, to preview report

a. Click the printer icon in the bar to print report

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