Top Producer^® 8i CRM: Creating a Home Market Report

One of the most common and effective ways to make contact with listing prospects is to offer them a free market evaluation of their home. The HMR is like a “mini CMA”, in that it provides the potential seller with an overview of the market in his or her area.

To select a Presentation Template:

1. Hover over the Marketing menu and click Template Library.
2. Click Presentation Library.

3. Hover over the template you wish to use and click the Create for Contact link.

   

The Create Presentation wizard guides you through the steps to create and publish a Home Market Report.

Step 1: Select Template

Since you clicked the Create for Contact link from a template, the template is already selected. If you began the Presentation Creation process from another part of Top Producer, you would need to select a template from the list on the right and drag it into the Presentation Template area.

Click Next.

Step 2: Select Recipient

Use the Contacts Look-up tool to the right to drag and drop a contact and his or her property into the specified area. If a contact has more than one property, click the contact’s name to open a list of properties below. Drag and drop a property into the Recipient/Subject Property area.

Click the Next button to proceed.

Step 3: Add Comparable

Add comparables to the presentation by following these steps:

1. Enter the comparable’s address information in the Property Address segment.
2. To add a property photo, click the Browse button on the Property Photo segment. Select an image from your local hard drive and click the Add Photo button. The selected image appears at the bottom of the segment.

3. Add the listing information, such as status, list price, and listing date. Click the Edit link beside the Days on Market field to set the number of days.

   Note: The type of information you need to fill in for the Listing/Closing Information segment depends on the comparable’s status (Current Listing, Recent Sale, Pending Sale, or Expired Listing).

4. Add any property, financial, or additional details for the comparable.

5. Click the Add Comparable button save the comparable to the presentation.

Step 4: Review Comparables

The comparables you’ve added to the presentation will be shown at this step. You can add more comparables by clicking the Add More Comparables button. Once you’ve selected all your comparables, click the Create Presentation button to take you to the final stage.

Step 5: View Presentation

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Presentations.

The View Presentation page allows you to view the HMR pages and make any final changes.

When you’re satisfied with the look and content of your presentation, click the Print or Save as button to open the presentation on a separate Internet browser tab. From here you can print the presentation using the Print icon or save it in PDF format to your computer by using the PDF icon. Close the tab once you’re finished with the preview.

To publish and email the presentation to your contact, click the Email Presentation button. Top Producer CRM publishes the report to the Web and creates a new email message with the email address, subject, and body already created.

You can edit the email and click the Preview button to see what the email will look like. Once you’ve finished editing the email, click the Send Email button to send the link to the published HMR to the contact.

Viewing Generated Presentations

You can view a list of presentations you created by going to the Marketing menu and clicking Presentations. The Presentations page allows you to save a presentation as a PDF, email, or delete a presentation.

Log in to create a Home Market Report.