Customize your CMA

There are six tabs going across the top of the screen that guide you through the process of creating a CMA. The last tab, Customize Report, allows you to put the finishing touches on your CMA report:

1. Edit Global CMA Data contains information about the seller and yourself and appears in several different parts of the CMA:
                          
   
   
   
   
2. If you'd like to create your own branded stationery to give your CMA reports a more personal feel, use the Add Stationery link. That allows you to upload an image (your personal/office's logo, for instance) to serve as the background of your CMA's pages:
                          
   
   
   You don't have to use the same stationery for every page within your CMA. Theoretically, you could upload several different stationery images and pick and choose which you would like to use for each page of your CMA. 
   
   Note: you will have to make any adjustments to your stationery image prior to uploading it to connectMLS. For instance, you will probably have to adjust the opacity/transparancy to make the image faded so it does not interfere with the text of your report.
   
   
3. Use Include/Exclude to select the pages you want to appear in your CMA. Use the Add a new section link at the bottom to include your own custom section to your CMA:
                    
   
   
   After adding a section, click the edit icon to the right to open a rich text editor (like a scaled-down version of Microsoft Word) to create a document to include in your presentation. If there is any additional information you want to include in your CMA that is not covered by any of the default sections, this gives you the opportunity:
                    
   
   
   
4. Preview lets you see what the page/section looks like. It can be helpful to preview the section before you choose whether or not to include it.
   
   
5. Edit allows you to adjust some of the settings of each CMA section.
   
   
6. Use the arrows in the Order column to set the order of the CMA's sections.

There are a few additional settings at the bottom of the screen:

• The color scheme setting allows you to adjust the border that appears around your CMA pages.
  
  
• If you would like to set the selected pages and order as your default for all future CMAs, click Save these settings as my defaults.
  
  
• If you have already changed your default CMA settings and would like to set them back to the connectMLS defaults, click Restore my defaults.

Don't forget to save your work when you're finished!

• Clicking Save will save any new work and leave your CMA on the screen.
• Save and Quit saves your work, closes the CMA and brings you back to your list of CMAs.
• Save as New creates an additional copy of the CM you're currently working on.
• Generate Report displays the CMA based on the order of selected pages currently on the screen, allowing you to preview the entire report. Once it generates, you can print the report or email it to the client.
  Note: clicking Generate Report does not save any of your work. We recommend clicking Save before you generate the report.
• Cancel closes the CMA without saving and brings you back to your list of CMAs.

Related articles:

Create a CMA in connectMLS