To remove a client from the Needs CMA Key Client List, you must update the value manually.

Step 1: From the CLIENTS tab, click on the Needs CMA Key Client List card

Step 2: Click on the clients name to be taken to their profile

Step 3: Click on Complete CMA

Step 4: Enter the new value along with a minimum and maximum range for your client to adjust their value in future updates.

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.