Condos and Townhomes
CMAsnap locates properties primarily through the address. But condos and townhomes often have unusual address. Do you use a hashtag (#), do you not, do you include “unit” or not… you get the idea. Unfortunately, these slight differences matter. Tax records aren’t standardized to the MLS, but for property identification they are the ultimate source of truth. This is especially true with condominiums. https://vimeo.com/1199528583/4766a60873?share=copy&fl=sv&fe=ci While this challenge is somewhat common with condos and townhomes, the process works anytime you’re not finding the property you’re looking for- Go to the residing Central Appraisal District website and look up the property. Copy the exact street address (five digit zip code ony). Paste it into CMAsnap’s new report form. If the property you’re looking for is incorrect- or if you’re searching Condos, when the first unit comes up, Click on more results Scroll through until you find the correct unit. Click Create report. Review the Property form for accuracy Click Submit.
The Jumpstart Series
Bite-sized video walkthroughs to take you from day one to power user in minutes. Getting Started Launch: Start a new report from the homepage using a property address or MLS number. Visual Audit: View listing photos in a carousel. No Listing? Use “More Results” to pull public tax records instead (note: these won’t have photos). Form Review: Double-check property specs before submitting. Manually fix errors, like adding a finished basement or removing an incorrect pool. The Math: Submit the form to trigger the algorithm. It searches for 3 solds and 3 actives/pendings—starting tight (within 20% square footage, built within 5 years) and automatically expanding time (on market) and distance until it finds enough matching comps to create your initial CMA Report. NEXT VIDEO – Customizing your report in the DASHBOARD, Read More Navigating the Dashboard Appraisal-Style Layout: How the platform organizes comps side-by-side like a traditional appraisal grid—displaying property features at the top, system or manual adjustments in the middle, and the final adjusted pricing on the bottom. Color-Coded Statuses: How to instantly read listing statuses on the screen using color indicators: red for sold, green for active, and yellow for pending. Property Overrides & Editing: How to change property details directly from the dashboard if data from the MLS is incorrect (such as missing basements or mismatched square footage). Interactive Valuation Adjustments: How to click into photo galleries to audit property finishes (like kitchens and bathrooms) and manually apply custom dollar value overrides for condition or upgrades. Dynamic Pricing Calculations: How to use the toggle feature to actively add or exclude individual comps from the live average price calculation, giving you instant math feedback. Custom Grid Sorting: How to drag and rearrange the columns to change the order of the comps (e.g., placing your best target property in the “Comp Number 1” position). Read More Comp Selection Grid Layout & Color Codes: Displays comps side-by-side like an appraisal grid, using colors for instant status updates: red (sold), green (active), and yellow (pending). Data Corrections: Allows you to fix incorrect MLS data (like missing basements or square footage) right from the screen. Manual Value Overrides: Let’s you view photo carousels to check finishes and type in custom dollar adjustments for property upgrades or condition. Interactive Pricing: Toggles individual comps in and out of the calculation with a single click to instantly see how different combinations affect your average price. Custom Column Views: Allows you to drag and drop rows or columns into your preferred order, locking your custom layout in place for future sessions. Read More Trends Page You will learn how to track quarter-over-quarter market trends, run lease market analyses, and audit specific rental listings to determine exactly what property condition is required to command top-tier lease pricing. Read More Stats Page Overcoming Overpricing: How to use the months of inventory trend line to steer clients away from the “list high to negotiate down” trap and visually prove that aggressive, realistic pricing drives faster, higher-value sales. Days on Market Evidence: How to leverage real case studies—such as properties selling immediately over list price versus homes sitting for two months and taking price cuts—to handle client objections and secure an immediate listing agreement. Read More How to Send A CMAsnap Report You will learn how to send a dynamic digital report via text or email, or print a streamlined version tailored for open houses and client delivery. Clients can click into the comps, explore the data, and see everything dynamically. Read More Edit Template New Features (CRM, Automated talking points) Here is a brief, simplified summary of what you will learn from this New Features video transcript: The Tracking Wizard: How this tool monitors a sent report, tracks its marketing channel, alerts you when it is opened, and automatically logs it into your CRM or contacts if forwarded to someone new. Home Value Lead Capture Widget: How to deploy a TCPA-compliant, double opt-in widget. You will learn how clients input their address, scan a QR code to request a valuation, and instantly drop into your CRM queue with a notification sent to your phone. Frictionless Lead Fulfillment: How to open a property lead directly from the CRM, audit the system-generated comps, and release the finished report back to the consumer while logging their details for long-term marketing. AI Talking Points: How to use the closed-loop, AI-powered narrative engine to turn your finished CMA data into a plain-language summary with a single click—perfect for prepping yourself before a meeting or attaching directly to the report for your clients. Read More
Cheat Sheet
Dashboard Icons Camera Icon: Quick CMA Snapshot – SHOW/HIDE Fannie Mae 1004 Market Condition Report for area overview. Click to SHOW, click to HIDE. Info Icon: View Listing – Opens subject property form. Edit Icon: Edit Listing Allows you to modify details of subject (your) property. Red Arrow Icon: Start Over – Reruns report. CAUTION: this will NOT keep any changes you have made to comp selections. It truly starts over using CMAsnap auto-selection algorithms. What’s the difference in using NEW REPORT vs the “Start Over” Icon? A new report is when you start from scratch with an address or an MLS number. You will then go through the property form, click create and get a first pass report. Use new report if want to keep an OLD version of a report for future reference. show multiple versions to your client or in negotiations, etc. Start over takes an existing report, and reruns it, without needing to enter the address again. Start over allows you to run a number of different scenarios (on the COMPS page), such as changing the map draw area or another filter and want CMAsnap to auto select comps based on those changes. Comps Icons Bookmark Icon: Toggle Bookmarks – Select/Deselect comps in the list. They are NOT added into your comp calculation – but they are visibly easier to keep track of when you have a long list of Comps. Green Arrows Icon: Refresh Listings – Updates with Active listings and Status Changes – Keeps YOUR comp selections. (if you want CMAsnap to pick new selections go to the DASHBOARD and click START OVER icon) Camera Icon: Quick CMA Snapshot – SHOW/HIDE Fannie Mae 1004 Market Condition Report for area overview. Click to SHOW, click to HIDE. CSV Icon: Export to CSV – Download a spreadsheet Funnel Icon: Toggle Filters – this will show/hide the search filters available for you to customize. search radius (adjusts the area for search) +/- SQFT – how close in size do you want the comps to be +/- Year Built +/- Lot Size (you can also turn this filter OFF) WHEN – show listings within a certain timeframe (1-12 months) Min/Max Price: Only show listings with a specific minimum and/or maximum price for the listing (or what ot closed for) Red Dumpster Icon: Clear Selected Comps – deselects all comps. Does not refresh/rerun your report. 2 box Icon: Select Columns – Customize the order of the columns for easy sorting A few key points A few questions have been popping up and …. we wanted to get these answers out here quickly …..while we work on updating our user guide to better address these issues. A/B/T ft2 – Above Grade /Below Grade /Total Living Area Square Feet You can edit the property form – In the center column, 4th field from the top, locate more ∨ , next to Total Square Feet. Then review or make any changes to square feet, or finished areas Above and Below grade and see their effect on Total Living Area, (A/B/T ft2). As a reminder, grade means street level. Square footage algorithms are based on Above Grade Living Area Lot size matters and can be expressed in Acres or SQFT. Verify units. LAND / Empty Lots Because undeveloped land comes with any number of undefinable variables, such as topography and site location, CMAsnap DOES NOT evaluate vacant lots or raw acreage. Common Area Pools Many townhomes and condos have shared community pools. Typically, this is NOT considered a pool on property. However, it doesn’t hurt to look at other listings in that specific complex and see how they handled it.
New CRM-Lite Features May 2026
CRM‑Lite A simple, built‑in way to store and manage your contacts without juggling another system. Tracking Wizard (includes auto interaction tracking) Your new real‑time activity hub. Every report you send is automatically tracked, logged to the contact, and loaded into your CRM. You’ll see when reports are opened, where leads came from, and you can add new contacts instantly. AI Talking Points Generate instant, plain‑language summaries of your reports. Perfect for quick review or attaching an easy‑to‑understand narrative for clients. Lead Capture (includes the TCPA‑compliant double opt‑in widget) A modern, compliant way to generate seller leads. Homeowners request a home value, confirm via a simple QR‑code double opt‑in, and the verified lead flows straight into your CMAsnap CRM — ready to pair with a report and track automatically. https://vimeo.com/1190242339/806d3b7639?share=copy&fl=sv&fe=ci
How to Find the Best Comps
Learn how to choose the best comps for a Comparative Market Analysis (CMA) using CMAsnap. We walk through the principles and practical steps to select the most accurate, relevant comparables—so your pricing guidance stands out with clients and appraisers alike. (22 min) Your CMA is only as strong as the comps you choose. In this hands-on session, we’ll explore how to identify the most relevant comparables—focusing on proximity, property features, market timing, and more. Learn how CMAsnap® helps you find, filter, and select ideal comps with ease, so your pricing is always grounded in smart market data. Why You Should Watch:Better comps mean better pricing. This video will help you defend your CMA, answer client questions with authority, and win more listings with confidence. https://vimeo.com/1169724182/7e27f449d8?share=copy&fl=sv&fe=ci#t=0
Mastering Adjustments
Learn how to apply accurate, defensible property adjustments with CMAsnap®. We break down key appraisal principles, show common pitfalls to avoid, and demonstrate how CMAsnap streamlines the adjustment process using real data. (30 min) Creating an accurate Comparative Market Analysis is critical—but making proper property adjustments can be one of the most misunderstood parts of the process. In this session, you’ll learn how to confidently adjust for factors like square footage, condition, location, and more, while using CMAsnap® to simplify the process. Step-by-step examples and tool demonstrations will help you turn raw data into clear pricing strategies your clients can trust. Why You Should Watch:Save time, improve pricing accuracy, and build credibility. You’ll walk away with the tools and confidence to create high-impact CMAs that stand out in any market. https://vimeo.com/1168655011/e3dde09cb7?share=copy&fl=sv&fe=ci
How do I make a custom adjustment?
You may find there is something special about your listing, or about one of your comps, that is not considered for a typical adjustment. For example, what if the property you are selling is downtown but has no off-street parking, but the comp does? CMAsnap provides a way to tailor your CMA to account for these differences. Check out this video to see how to make a custom adjustment.
User Guide – Core Features and Controls
Click Here to OPEN User Guide This guide will walk you through the control functions and navigation to help you make the most out of CMAsnap. —- TIP: Bookmark this page in your browser to have a quick reference guide —- OUTLINE I. Initial Setup & Tutorials: Accessing the “Tutorials” section at the top right. Watch the 2-minute “First Report” video to understand features and account signup. II. Creating a Report & Data Selection Property Selection: Entering the subject property address and utilizing the drop-down menu auto-suggestions. MLS & Tax Data Review: Handling existing listings, older listings, or multiple MLS records via the “More Results” option. Automatically pulling tax records for properties that have never been listed. Property Form Verification: Reviewing and updating imported MLS/tax data fields (e.g., beds, baths, square footage, school districts) before submitting to generate the report. III. Dashboard Navigation & Controls Core Navigation: Switching between pages (Comps, Dashboard, Trends, Stats, Short Report, Long Report). Account Management: Accessing integrations, add-ons, tutorials, and profile settings via the top-right email dropdown. Subject Property Quick Controls: Toolbar icons (Camera, Info, Edit, Repeat) located above the map to view market condition reports, update details, or rerun auto-selection algorithms. IV. Comparable (Comp) Management Comp Grid Controls: View MLS/tax listing information. Include/exclude comps from calculations by toggling the dollar sign ($) icon. Manually edit listing details or add custom comps by address/MLS number. Delete comps from the active report. Adjustments Modal: Opening the plus/minus ($pm$) controls to view, add, or edit property adjustments. Interactive Map & Search Parameter Filters: Using map pins to view listing details and imagery. Adjusting parameters for proximity, similarity, and sale recency. Column layout customization, quick searching, and downloading data via CSV. Polygon Search Tool: Drawing a custom boundary line directly on the map to filter and rerun comps within a specific geographic pocket. V. Advanced Market Analysis Pages Trends Page: Analyzing quarter-over-quarter lease and sale market trends for the past year using expandable accordions for low, median, and high ranges. Stats Page (Market Condition Visualizations): Housing Supply on Demand: Pipeline inventory calculation to distinguish between a Buyer’s or Seller’s market. Plot Your Price: A scatter plot charting the trend line of price per square foot against the subject property’s size. Days on Market (DOM) Matters: Tracking the median number of days on market to gauge pricing effectiveness. Seasonal Demand: Bar charts showing historical closed sales volume by month. VI. Report Formats & Outputs Short Report: A 3-page express report featuring interactive charts and clickable comp thumbnails that open photo galleries. Long Report: A robust, multi-page format dedicated to high-resolution printing, providing an expanded information set and a separate page for each selected comp (up to 10 customizable photos). VII. Lead Capture & Business Features Home Page Management: Grouping and searching generated reports using custom Tags and Datasets. Link Tracking Dashboard: Monitoring client engagement metrics including shares, email/SMS open rates, unique opens, and QR code scans. Lead Capture & Home Value Tool: Driving customer conversions via TCPA-compliant double opt-in landing pages, QR code generation, automated CRM logging, and report launches. Talking Points (AI Interpretation): Utilizing AI-generated scripts and comparative analysis summaries to help explain property differences and market realities to clients.
Why am I getting the wrong listing when I type in the address?
Depending on your MLS area, you may find that CMAsnap is not finding the correct listing when you input the address. This video shows you several easy ways to address the issue. Are you finding that the actual location of the property is not correct? Check out this fix. key words: wrong house, wrong address https://vimeo.com/1184866145/7516e211b5?share=copy&fl=sv&fe=ci
Can I use CMAsnap on my phone?
Absolutely! CMAsnap offers full functionality on any device. Just open your browser and log in as usual.