When a homeowner requests a CMA, you have a couple of options. If you're an agent, you can complete the CMA yourself. If you're a loan officer, you can assign it to a co-sponsored agent or pass it along to a trusted partner.
Once you have the updated home value, you can remove the client from the list by entering the correct value by following the steps below. Learn how to leverage CMA requests here.
How to complete a CMA
Step 1: From the Clients section, click on the Action Items tab
Step 2: Select CMA requests
Step 3: Click on your clients name
Step 4: Click on Complete CMA (you may need to scroll down)
Step 5: Enter the new value along with a minimum and maximum range for your client to adjust their value in future updates.
Or, if you're a lender co-sponsoring an agent(s), you may assign the CMA request to them. They'll receive the necessary information to complete the CMA via email. Once you have the updated value, complete step 4 above.
