One part of Toolkit CMA that our agents struggle with is the Trend Listing Download. It's tricky, but with a little practice, you can master this task.
Login to Toolkit CMA
- Select the Listing Presentation radio button
- Click Begin
- Check off the documents that you want to include
- Click Next
- Enter your prospect information
- Click Next
Now - at the Load Listings page ...
1. Should say Trend MLS Blue (for the Trend users in the room)
2. Allows you to print instructions for this step
3. Click Import Property Data
- A Trend window will open, sign in (even if you have another instance of Trend open)
- Click on the MLS tab
- Perform your comparative property search as you normally would ...
- Use the checkboxes on the left to select the properties you wish to include in your CMA
- Click Review Results or Refresh Results when you are ready to proceed
- Click on Export
In the Export box:
- Use the drop-down arrow to select 54 fields of data
- Click the blue Export button
A confirmation window will open giving you a link to your export. Click the link. This will take you to the My Account tab, specifically the My Exports section. Click on the long file name.
A Notice box will pop up ... You must click Accept on this notice that pops up if you want your data.
- In the File Download box -click Save
- In the Save As box – CLICK SAVE
*Do NOT change the path (where the file will save on your computer).
*Do NOT change the file name “mls_dataset”.
Another box will pop up that says, Download Complete. Close it. Close Trend.
Now you should see your properties being scanned through and then back into ToolkitCMA (where your selected properties will be listed).
Questions? Email me!
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