CMA Package Step 6: Assemble Package

Step 6 of the CMA Package lets you select, sort, and preview the components you want to include.

TIP: To save time when creating CMA Packages, set up a standard cover letter, agent resume, and office resume by choosing CMA Documents Setup from the Admin menu. The CMA Package program uses these templates and lets you make changes as needed for each individual CMA Package.

To select items for your CMA Package

1. Make sure that each item you want to include is selected using the check boxes on the left.
2. You can modify the numbers in the Sort column to re-order the selected items.
3. Click the Update button in the toolbar.

The following links display next to each item, when applicable

• Use the Preview link to see what a particular item will look like.
• Use the Print link to print individual items.
• Use the Revise link next to modify an item. NOTE: The cover letter automatically includes your client's name and address at the top of the page, and uses the body text you specify in your default cover letter.

To email a CMA Package

NOTE: To view the final package before sending, click the Print Preview button in the MLS toolbar.

1. Click the Email button in the MLS toolbar.
2. Type a subject line in the Subject field and modify other fields as desired.
3. Click the Send E-mail button.

To print a CMA Package:

1. To view or print the CMA Package, click the Print Preview button in the MLS toolbar. Your CMA Package displays in a separate window.
2.  Click the Print this page link in the upper right corner.

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