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User Guide – Core Features and Controls

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This guide will walk you through the control functions and navigation to help you make the most out of CMAsnap.

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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.