Cloud CMA Overview
Note: The Cloud CMA integration is included as part of the Cloze Business Gold and Platinum Plans.
The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
To get started, first connect your Cloze account to Cloud CMA in settings.
Properties: Cloze ➔ Cloud CMA
With the Cloud CMA integration, you can originate several types of reports from Cloze.
- Tap on "Market" (below the property name).
- Tap on "Send to Cloud CMA".
From any property in Cloze, you can choose a Cloud CMA Report Type:
- Comparative Market Analysis (CMA)
- Buyer Tour
- Property Report
- Flyer
Optionally you can link it to a person:
- If you specify a person, once the report is created, you will see a file associated with that person.
- If you do not specify a person, the report will instead be associated with the property (and visible in the Files section).
When you tap on a Report Type, it will be sent to Cloud CMA.
Note: This will open a new browser tab. Some browsers may block this until you approve it. If you don't see a Cloud CMA report opening, please double-check your browser settings.
Note for CMAs, Cloze passes the address and other property information (like property type, beds, baths, square feet, and lot size) to Cloud CMA. Once in Cloud CMA you can add other information to refine the report.
Property Matches: Cloze ➔ Cloud CMA Buyer Tour
For people, you have the option to create a Buyer Tour for the person.
When creating a Buyer Tour from a person, Cloze will automatically populate the listings found in the Property Matches section.
To create a Buyer Tour, tap on Market below the contact's name. Tap on "Yes" to send to Cloud CMA.
The Properties from the Property Matching section are automatically included. Tap on "Buyer Tour" to create the Buyer Tour in Cloud CMA.
When you tap on Next another browser tab will open so you can finish creating the Buyer Tour in Cloud CMA.
Once created the Buyer Tour will show up as a file under the person.
Files: Cloud CMA ➔ Cloze
Cloud CMA reports created from Cloze will appear in the Files section for both People and Properties.
Tap on Files to view the reports. Please note that Cloud CMA reports created outside of Cloze are not able to sync into Cloze.
Cloud CMA Reports in People:
Cloud CMA Reports in Properties:
Expand any report and tap on the arrow towards the upper-right to open in Cloud CMA.
