USER MANUAL v10 - CA Real Estate Products [WEB].indd
Contents
1. mm Collateral C Analytics Real Estate Products USER MANUAL O Get Started Zb CA Agent Market Wizard Inge rel Led Le EE 2 Generate A REPOL EE 3 GEET a EE E 4 REPOR OUOU EE 4 EXO Repon amp EE 5 2 s ll CA HomePriceTrends Jang deel VOI EE 6 Generale Fs REDON d d Repor IK al 8 Beien egen EE 8 xpOrt Repon amp Datd WEE 9 N CH CA Interactive AVM HVE FOG CTO EE 11 Generate A Report EE 12 REDON GIE e 13 EOE ROPO RE EE 16 O References ACOCSS 9 8 EE 17 BEN Ree E 18 How to Use These Tools In Daily Business ccc cecceecceeeeeeeeeeeeeeeneeeceeeeeeeaeees 19 V10 9 19 15 O Log In Open your browser and navigate to the following URL This is the home page Au HomePriceTrends ar amw y collateralanalytics com Collaterali Analytics Password Login See BEE Submit Forgot Password liami Miami Beach Kendall FL Metropolitan Division 168 900 4 91 All real estate trends are local and what s happening ona national average is of little consequence when trying to sell your gt National Housing Market Trends Reality Distortion When Not Correcting for the Effects of Seasonality on Home Prices Foreclosure Contagion and REO Versus Non REO Sales House Prices and Economic Growth and data on local neighborhood zip code city county or regional real estate price and activity trend HomepPriceTrends AgentMarketWizard fiami Miami Beach Kendall FL Met2. 1 000 000 REPORT DOWNLOAD 900 000 Up Market CHARTS lt gt gt gt First Prev Next Last Download PDF J 800 000 700 000 600 000 Flat Market 500 000 400 000 Revise Criteria 9 300 000 Down Market Revise Criteria C C k O n t h l S b u tto n The Core Based Statistical Area CBSA and Zip Code Forecast chart shows the historical and forecast median single family prices for to ret u rn t h e u se r to th e the user selected zip code and surrounding metro The price forecasts are based on models developed by Collateral Analytics and are i driven primarily by employment growth and home price affordability which are the two most important factors in housing markets home page to edit the search criteria CA Agent Market Wizard Repo rt Output continued Below is a sample chart of a CA Agent Market Wizard report Chart 2 of 14 CBSA ZIP Forecast Single Family CBSA 12060 Atlanta Sandy Springs Roswell Zip 30009 Forecast gt The Core Baged Statistical Area CBSA and Zip Code Forecast chart shows the historical and forecast median single family prices for the user selected zip code and surrounding metro The price forecasts are based on models developed by Collateral Analytics and are driven primarily by employment growth and home price affordability which are the two most important factors in housing markets Mouse over image for
3. investors and buyer seller seminars Customizable report output based on local market knowledge Ability to export save to computer and print the data and report Generate a Report Once logged in CA Interactive AVM is accessible by selecting the the third tab labled as Interactive AVM lia Wizard Trends Interactive AVM E Property Characteristics Address Unit city State zm APN 1035 WINTHROPE PARK DR ALPHARETTA GA he 30009 22 4970 1181 007 D Name last Loan Ret Retro Value Date Data Source Comparables Max Dist KIM RYAN HYO CHUNG H e ___ MLS PublicRecord Neighborhood e Beds Baths Living SqFt Land SqFt al Year Built List Date List Price Sold Date Sold Price Use Type 4 3 2574 8407 1997 322012 it 60000 9 15 2003 210000 use Subject s List or Sold price in valuation Comparables Search Criteria C preset default criteria based on results of Find Beds min max Baths min max Living SqFt sq ft min Land SqFt sq ft min max max List Prices min Sold Price min g S max max Age yrs min max Months Comps Sales Type Filter D v v Oregular O Short Oreo OFC PROPERTY CHARACTERISTICS Enter an address and ZIP Code then click Find to get the subject property characteristics The property characteristics may be remov
4. 900 1 31 2013 C001 R MLS Sold Step 3 Click Re value Using Only Comparables Selected button to revalue the subject property Wizard Trends Interactive AVM ell RE Se value Using Only Comparables Selected 15 K JCA Interactive AVM Repo rt Output continued CA Interactive AVM allows users to enter custom comparables Living Land Yr Built Sold Date Sold Price List Date List Price Asmt Year Asmt Value Click on Add new comparable to enable all input fields 2 Enter the address and ZIP Code of suggested comparable Click on the check mark button v If the remaining fields do not pre populate automatically enter the information e address ZIP Code property characteristics sold price date and or list price date etc in the respective fields manually 4 To edit click on the pencil tool to revise the appropriate fields and click on the check mark Click button to revalue the subject property Custom comparable found and added to list Add new comparable Address Living Land Yr Built Sold Date Sold Price List Date List Price Asmt Year Asmt Value X 1 208 WATER OAK PL 30009 3 3 2320 5663 2007 4 24 2013 273500 2011 97200 Scroll further down to view a series of charts generated based on the subject property The red bar indicates the subject properties position in the market Regular amp REO Average Sold price Regular amp REO Number of
5. Bedrooms Bathrooms Enter parameters to narrow a search Dwelling Square Footage The search criteria entered will appear in the PDF report Year Built NOTE For rural areas less details produce a better overall report Land Square Footage Chart Years Data Increment Click Create Charts to generate a report 3 JCA Agent Market Wizard Save Search The CA Agent Market Wizard will keep track of property searches through it s Save Search feature This Save Search allows a user to save a number of your client s search criteria for quick reference in the future To save a search gt eee Enter the appropriate information in No 1 6 Click on the Save Search A pop up Save Wizard Search window will appear see left Enter a name for reference in the Type Select a Saved Search text box Click Save Search To retrieve a saved search click on the drop down menu and select the appropriate search Report Output CA Agent Market Wizard will generate a comparable map and a series of charts using the most current local market MLS data and Public Record data Wied Gale aera CREATE A NEW REPORT Click this button em to start a new report Location 6948 NIUMALU LOOP HONOLULU 96825 CHARTS ae Click on the appropriate a ane ant waa as enna details arrows to view the charts created in the report Revise Criteria 3
6. Ges i uJ w w Irving Park Z 2 2 Bess E Ke SC ES codd NE Klickitat St SABIN IRVINGTON NE Klickitat St 8 S ME Klickit 4 i lt st E v gl x ale i q N rad S e w 500 feet 100 m H q fa a ING EI em 2013 Nokia 2013 Microso ft Corporation St Z Di au Active Led Contingent J Pending ke Withdrawn Leg Expired D Sold LJ Wizard Trends Interactive AVM tatistics Reports Forecast Market Statistics Criteria Data Increment Month Property Type Single Family Export Excel Export PDF Market Statistics Price and Sales Activity June 2613 May 2013 June 2012 Average Sold Price 262 900 239 000 304 000 Average Sold Price Local MKT Data 62 900 239 000 306 000 Number of Sales 3 3 2 Number of Sales Local MKT Data Si 3 2 Average New Listing Price 348 300 314 000 319 000 Number of New Listings F 2 8 Average Sold Market Time Days on Market 40 67 66 Average Sold To List Price Ratio 107 100 98 Regular Average Sold Price Volatili 1 12 7 36 31 23 Regular Average Loan To Va Ratio 91 4 91 81 98 27 REO amp F reclosure amp Probable Short Sale Foreclosure Number of Sales REO Number of Sales Shor Sale Number of Sales REO Average Sold Price Short Sale Average Sold Price REO Discount To Regular Average Sold Price Per Living Short Sale Discount To Regular Average Sold Price Per Living Repo rt Output continued The Reports eau ee eem tab allows users to quickly Chars
7. We Charts showing historical and current market trends supported by detailed chart descriptions ZZ Gm Ability to export save and print both data and reports Agent branded PDF reports for buyer and seller presentations Generate A Report Once logged in CA Agent Market Wizard homepage will appear as the default Home My Profile Help Logout Wizard Trends Interactive AVM 1 Client Name 6 Additional search criteria 2 Client Type Buyer Min Max O Seller Bedrooms 3 Property Type Single Family From To Condominium Bathrooms Multi Family From To 4 Address Type Address Dwelling Square Footage Zip Code From To 5 Location eee From To Street ae 1035 Winthrope Park Land Square Footage Zip From To Code Chart Years 2012 2014 i O Within Same Datt kinne Neighborhood Year Quarter Month Within 1 00 Miles of Property A Create Charts m Enter and select the appropriate information to generate a report 1 Client Name Enter your client s name to personalize the report Optional 2 Client Type Buyer or Seller 3 Property Type Single Family Condominium or Multi Family 4 Address Type Address or ZIP Code 5 Location Street Address Street Address amp ZIP Code Within Same Neighborhood refers to US Postal Carrier Route Within ___ Miles of Property is a designated Radius Search around the property 6 Additional Search Criteria
8. e generate a custom report for es aia ac oun selected charts using Public Record and or MLS data Tl negulsr Average told Prica and Number of Salas TT a REO Average told Prica and Number of sales Ml propery types ar I oO Regular Average Sold Price Per Living Regular amp REO Average Sold Price Per Living Reports H Forecast Export PDF Regular Average Sold Price Per Living Change Average Days on Market G E N E RATE A R E PO RT E New Home Average Sold Price and Number of Sales Jl price per square Foot Trends By Status S e e ct t h e d esire d re D O rt s E REO Average Sold Price and Number of Sales Number of Off Market Listings E REO vs Regular Sold Price Per Living Number of New Listings un d er P u bl IC Reco rd Re po rt CI REO Average Sold Price Per Living Active vs Sold by Price per Living an d or f M LS D at a Re DO rt d C REO Discount To Reaular Averaae Sold Price Per M Months of Remainina Inventory by Sauare Footaae S Regular Average Sold Price and Number of Sales El Select the Property Type e single Family Single Family goe Condominium 3 Multi Family Click Produce Chart and CA HomePriceTrends will generate the charts below 5 5 View all the charts by scrolling volume 138 113 136 130 158 195 150 162 78 7 72 99 down on the navigation bar EN Regular Average Sold Price Per Living Chanas 4 EXPORT DATA 0 Th
9. e Seasonality Charts reflecting low inventory e Number of New Listings if low e Average Days on Market CA Agent Market Wizard Set purchase dates CA HomePriceTrends Set dates at time of purchase e Average Sales Price e Average List Price versus Sale Price CA Interactive AVM e Fill in the Retro Value Report field to show the home values and sold homes during their purchased time Average Days on Market Single Family rice L Single Family All information provided by the listing agent broker is presumed reliable but is not guaranteed and should be independently verified Ell Hoe OPPORTUNITY The information provided in this report is provided for personal use only and may not be copied or distributed Collateral 9 Analytics 20
10. marketplace and reassure your buyers that they CA HomePriceTrends made the right decision e New Home Average Sale Price e Number of Sales e Average Sold to List Price Ratio e Core Base Statistical Data Forecast for their area CA Interactive AVM Print out the PDF Report Present a strong offer Support your buyer s offer by educating the sellers CA Interactive AVM Print PDF report below the listing price and the sellers agent with a CA report that validates e Average Sale Price your price Submit a CA Interactive AVM report e Recent similar comps showing recent sold comps and suggested price range with your offer Working with investment Use CA tools to show current market trends in the CA HomePriceTrends buyers who are wanting REO and Short Sale marketplace REO properties may e REO Average Sold price REO s and Short Sale or may not be closing at as big of a discount as e REO vs Regular Sold Price REO Discount to properties expected Average Sold Price e REO vs Regular Number of Sales e REO Sales as a Number of Sales important if REO inventory is low Relocation buyers Early in depth education helps the decision process CA HomePriceTrends once the buyer selects an area of choice Use CA e CBSA Household Income in areas of interest charts to help relocation buyers choose an area that e CBSA Charts for Unemployment Rates best meets their needs according their search criteria e Pull reports from various areas to compare pricing 19 Co
11. same Owner Name select from the pop up window and click SUBMIT Search by APN e Enter APN assessor s parcel number and State click FIND DATA DICTIONARY 18 How to Use These Tools In Daily Business AUDIENCE GENERAL SITUATION KEY MESSAGE PRODUCT CHART NAME Get a competitive edge CA tools set you apart from other agents by providing For all these situations use ALL CA TOOLS BANK GRADE quality market analytics CA charts CA Agent Market Wizard demonstrate the current housing market from a e Print a PDF report different perspective than your competition CA HomePriceTrends Increase professionalism CA tools offer customized marketing statistics and e Select charts from MLS or Public Record Data and demonstrate analytics that establishes your trust with your clients e Select desired charts under the Reports tab knowledge and demonstrates your knowledge of their specific e Run a statistics report market and housing needs CA Interactive AVM CA tools empower you with real time real estate e Review property data knowledge Studies prove the more knowledgeable a e View automated value range real estate professional the more they earn e Compare specific selected comps Reach out to expired Use CA tools to quickly identify and export comps of a listings P variety of ace y y H H Use appropriate charts to best fit your clients needs Share the charts on your tablet email or 7 rinted PDF report Present fast and reliable CA t
12. the Fed Dropping mortgage applications create Wall Street fluster Houses with solar features rise in popularity Housing hits strong pace in all districts Beige Book gt Stocks fall amid QE tapering concerns 2013 Collateral Analytics All Rights Reserved Contact us as st HelpDesk Colla nalytics ics com A Login your company email address Password temp password Login Password Forgot Password Upon signing in a prompt to enter a new personal password will appear Enter your new password DT Heem Enter your new password twice to confirm and write it down for future access Intercompany Website Access If your brokerage provides access to Collateral Analytic s Real Estate Products through your company website you must use the link there to log in NOTE Your username and password will not function at amw collateralanalytics com If you have issues logging in please contact your company administrator for Collateral Analytics 1 GET STARTED CA Agent Market Wizard The CA Agent Market Wizard is a wizard based tool that empowers real estate professionals to quickly and easily produce a comprehensive set of market analytic reports for buyer and seller presentations CA Agent Market Wizard delivers Access to MLS and Public Record based data for the most accurate surrounding market and or neighborhood trends
13. REO Foreclosure or a combination of types Market performance statistics Summarizing local market and public record indicators Targeted information for relocation buyers investors and buyer seller seminars Mapping feature to visualize recent sales and listings Ability to export save to your computer and print the data and report Generate A Report Once logged in CA HomePriceTrends is accessible by selecting the second tab labeled as Trends Wizard Trends InteractiveAVM Area Charts Map Statistics Reports Forecast Trends By City Zip SN 97206 PORTLAND OR Avallable Nelghborhoods within Zip Code Zip Selected Zip Codes amp Nelghborhoods 97206 ERROL HTS BRENTWOOD DARLINGTO _ ERROL HEIGHTS DARLINGTON DES MOINES ADD ERROL HEIGHTS ERROL HTS Og OR Trends By MLS Area MLS 3 Selected MLS Areas A Regional MLS V Portland North is Portland North Portland Northeast Portland Northeast Note With this MLS Area selection only charts using Portland Southeast gem Portland Southeast MLS data are available Portland West Raleigh Hills X o OR Trends By Address Address City State Zip Code D Within Same Neighborhood o 3806 NE 14th Ave Portland OREGON 97212 Within 1 00 Miles of Property Enter and select the appropriate information for your report Trends By City ZIP SN Enter the ZIP Code city
14. Sales Si Single Family A ngle Family Number of Sales Price In Thousands Export amp Report Data a Once the desired report is determined CA Interactive AVM will export a PDF report or data in Excel Scroll to the top and click Export Excel or click Export PDF lt SCA Interactive AVM 16 Accessibility Below are some tips that will enable you to thoroughly access and use the Collateral Analytics Real Estate Products Prior to logging in please consider the following Suggestions to ensure complete accessibility CLEAR YOUR BROWSER S CACHE Your internet browser s cache stores certain information Snapshots of webpages you visit on your computer or mobile device so that they ll load more quickly upon future visits and while navigating through websites that use the same images on multiple pages so that you do not download the same image multiple times Occasionally however your cache can prevent you from seeing updated content or cause functional problems when stored content conflicts with live content You can fix many browser problems simply by clearing your cache This link contains instructions with screenshots on how to clear the cache for all major browsers Open your browser and navigate to the following URL http www wikihow com Clear Your Browser s Cache Microsoft Internet Explorer Users In addition to clearing your cache often it is suggested that you also set up the following
15. The number of bedrooms Baths The number of bathrooms Living Area Total living area in square feet Land Area Lot size in square feet Year Built The year in which the property was constructed List Date Most recent list date as recorded in MLS List Price Most recent list price as recorded in MLS Sold Date Most recent sold date as recorded in Public Record or MLS Sold Price Most recent sold price as recorded in Public Record or MLS Use Type The site property type Single Family Condominium Multi Family Mobile or Land Use Subject s List or Sold Price in valuation This option allows for a valuation without the use of the most recent list price and or sold price Uncheck this box to value without using time adjust model within composite valuation COMPARABLES SEARCH CRITERIA Preset default criteria based on results of Find This feature box is set to 1 bed around the subject bed room 1 bath around the subject bath room 20 above and below the subject living area and 30 above and below the subject land area Leave this box unchecked to input custom filters Beds min max Minimum and maximum bedroom range Baths min max Minimum and maximum bathroom range Living Area min max Minimum and maximum living area Square foot range Land Area min max Minimum and maximum land area Square foot range List Price min max Minimum and maximum list price range Sold Price min max Minimum and maximum sold price ran
16. check only REO Short Sale and FC Foreclosure sale types To create a Regular valuation click only the Regular box Click Submit and the CA Interactive AVM will generate a report based on the entered property characteristics J CA Interactive AVM L 42 Report Output Here is a sample of a CA Interactive AVM report wg met tena AVM Report A 1035 WINTHROPE PARK DR ALPHARETTA GA 30009 Weieren e A Estimated Value 197 000 High 220 600 Low 173 400 Confidence Score 88 FSD 0 12 Property Information County FULTON 13121 Property Type Single Family Beds 4 Baths 3 SqFt 2 574 Sld Price 210 000 Sid Date 9 15 2003 List Price 160 000 List Date 3 23 2012 Off Market Date 8 29 2012 r Velelisielats Information Parcel Number 22 4970 1181 007 Census Tract 011614 Floor Count 2 Basement sf Pool Legal Description 3 WINTHR View Led Value 15 960 Improvements 72 440 Market Value 88 400 Zoning R10 Property Tax 2 244 Property Tax Year 2011 Last Sale 1st Loan Type ender Last Sale 2nd Loan Type Lender Last Refi 1st Loan 182 000 Date 11 22 2010 Type Lender PROVIDENT FUNDING ASSOC LP Last Refi 2nd Loan Date Type Lender Property Information Historical a ees es OS 3 23 2012 160 000 Listed ms This property could be valued up to 5k higher if the kitchen was updated Wizard Trends Interactive AVM Property Characteristics Address Unit
17. city State Zip APN l 1035 WINTHROPE PARK DR ALPHARETTA 30004 22 4970 1181 007 F first Mame Cast Loan Ref Retro Value Date Data Source Comparables Max Dist KIMRYANHYOCHUNGH JE SN Neighborhood Beds Baths Living SqFt Land SqFt ai Year Built List Date Get Die Sold Date Sold Price Use Type a Jebe lps 1997 3 23 2012 160000 onsconz 210000 price in valuation Comparables Search Criteria Cl Preset default criteria based on results of Find ay da Living SqFt sq ft min Land SqFt sq ft min Beds min max Baths min max SR max List Prices min Sold Price min SEN o f max max Age yrs min max Months Comps Sales Type Filter ess N ee sl ee i Oreguiar short Oreo OFC KA Find Submit deszet Export Excel Export POF 13 JCA Interactive AVM Repo rt Output continued The Comparables Map is interactive Wizard Trends Interactive AVM Comparables Map NOTE Some aerial views may not be available for the PDF In these cases the PDF will use an alternate map S Export Shapes to PDF Map 2 Clear Shapes N O o Loe it BT 4 lt N gt gt a o zy A 5 S 7 1065 WINTHROPE CHASE DR ALPHARETTA GA i wta a Trace ee 30009 Building Area 1925 ol Land Area 8006 j Year Built 1997 Leg pasina Way Dr Sold Date 1 8 2013 V Sold Price 193 000 i ga List Date List Price _____Winthrope Cha
18. detai more In a strong market prices will generally trend upward Up Market In a stable market prices will tend to be stable to moderate increase lot Market Down N In a weak market prices will generally trend downward CBSA Core Based Statistical Area Number is the CBSA Area Identifier it is not the ZIP Code A CBSA is a U S geographic area defined by the Office af Management and Budget OMB based around an urban center of at least 10 000 people and adjacent areas that are socioeconomically tied to the urban center by commuting 2 Below each CA Agent Market Wizard chart in the report is a brief description of the information provided Export amp Report Data CA Agent Market Wizard allows users to access the information through a PDF report REPORT DOWNLOAD qua Download PDF A 5 JCA Agent Market Wizard O CA HomePriceTrends CA HomePriceTrends is a cutting edge market condition charting application that generates market reports designed to meet your valuation needs With more than 10 years of U S historical property data and transaction information CA HomePriceTrends can generate online reports in real time and provide residential property changes and analysis on several geographic levels CA HomePriceTrends delivers Deeper more detailed analytics by address radius al search neighborhood ZIP Code city or county mm Searches by transaction type Regular
19. e charts can be exported Jg F dl by clicking Export PDF P Jl ij The Fo reca st Wizard Trends Interactive AVM ports j Forecast tab allows the user to i generate CBSA or ZIP Code iaiia level fo recasts 1 Select Area Enter Zip or City 97213 1 Or Select CBSA from List GENERATE A REPORT Click to Select CBSA area from list The initial entered city or ZIP Code will populate the Forecast aes Optional Parameters Area but may be chan ged by saga Seiren Property Type Single Family entering city ZIP Code or CBSA 38900 Portland Vancouver Hillsboro _ Zip 97213 CBSA area from the list Vous Select the Property Type We Single Family ven Condominium eem Multi Family 220 000 180 000 Click Submit 160 900 and CA HomePriceTrends will oT EE generate a forecast report 228fi225 22 25 2 2 2 2 N N 7 WE E E N N N N N N AN N AN AN NAN 2017 Q1 2018 Q1 CCA HomePriceTrends 10 JCA Interactive AVM The CA Interactive Automated Valuation Module AVM is designed for the real estate professional to take advantage of AVM technology and apply their professional knowledge of the subject property and surrounding neighborhood comparables CA Interactive AVM delivers Aes Detailed subject property search and information Ability to generate current and retroactive valuations Targeted information for relocation buyers
20. ed or changed before clicking Submit i e Owner Name Beds Baths Living Square Feet Year Built List Date List Price Sold Date Sold Price Enter the appropriate information in any of the fields above Below are tips on a number of fields to refine the search Data Source Refine the search using either MLS Public Data or both Comparables Select Distance Max Distance Select between 5 1 mile or more depending on the location of the subject property Use Type Always select the appropriate Use Type from the drop down menu Retro Valuation Date Enter Retro Valuation Date format MM DD YYYY For current valuation leave this field blank Comparable Select comparable boundary Neighborhood This is the carrier route Sub ZIP Distance Linear Distance with ZIP Max Dist Select from the available options for the desired radius search Use Subject s List or Sold price in valuation Checking this option allows the user to create a valuation report without using prior transactional history for the subject property Months The default comparable look back period is set to 12 months To overwrite select one of the other available options Comps This feature allows the user to select the desired minimum number of comparables Select 6 months and 25 comps to get fewer and more current comparables Type Filter By default all sale types are used to select comparables To create a distressed valuation
21. for better accessibility Internet Options gt General gt Browsing History gt Settings gt Temporary Internet Files gt Select Every time visit the webpage then click OK MOBILE HOT SPOT USAGE Due to excessive data being generated CA HomePriceTrends may not populate while using a mobile hotspot DISABLE POPUP BLOCKER Popup blockers can help you keep annoying or dangerous popups from invading your computer system However they also block popups that you may want or need to use In this case it is necessary to know how to disable popup blockers Most popup blockers are built into the browser you re using Each browser setting is different from one another This link contains instructions with screenshots on how to disable popup blockers for all major browsers Open your browser and navigate to the following URL http www wikihow com Disable Popup Blockers UPDATE BROWSER Keeping your internet browser updated will allow you to take advantage of the newest browser features and also help protect your system from any recent security breaches By default your Internet browser will update automatically however you can also check for and install browser updates manually Open your browser and navigate to the following URL http www wikihow com Update Your Browser MULTIPLE SESSIONS Do not run multiple sessions of AMW with the same browser We discovered that there is a multiple sessions issue across all internet browsing
22. ge Age yrs min max Minimum and maximum age years range Months Look back period in months from the valuation date Retro Value Date Options are 6 9 12 18 and 24 default months Comps Use this field to force a minimum number of comparables Options are 25 50 and 75 Sales Type Filter This filter allows the user to select comparables by transaction type Options are Regular comparables Short Sale comparables REO comparables and FC Foreclosure listing comparables By default all comparable sale types are used To create a regular valuation select only Regular comparables To create a distressed valuation select Short and or REO and or FC comparables PROPERTY SEARCH OPTIONS Search by Address e Enter complete address and ZIP Code and select FIND and or SUBMIT e Enter street name only into Address field and ZIP Code field and select FIND a pop up window will display all available matches on the street name and ZIP Code select an address from the pop up window and click SUBMIT e Enter address and ZIP Code without unit number Condominium amp Multi Family a pop up window will display all available matches units for the subject property building select the address and unit number from the pop up window and click SUBMIT Search by Owner Name e Enter Owner Name Last Name comma First Name or only Last Name and comma and State click on FIND if there are multiple matches on the
23. ing on in the marketplace Show sellers when prices are selling high as well as when inventory and average days on market are low Use all CA tools to prepare for and supplement your listing presentation In a down market homes may be selling for less than what buyers paid several years ago Use CA retro value tools to show an overall snapshot of what homes in their area were selling for at the time they purchased Share market trends by comparing pricing from then to now Number of Sales Single Family Average Number of Days LL KE Regular Average Sold Price and Number of Sales Number of Sales SS E 8 8 S 2011 02 amp B 2011 03 volume Single Family Cl 2011 04 2012 01 zl 2013 02 2 2012 02 DS 2012 04 F 2013 01 a gt N N oo PRODUCT CHART NAME ALL CA TOOLS e Average Sold to List Price Ratio e New Listing and Sold Average Price per Square Foot if applicable ALL CA TOOLS e Average days on Market e Number of Sales e Regular and Average Sold Price CA Agent Market Wizard Print PDF report CA HomePriceTrends e Select charts under Reports tab e Average Days on Market in their price range e Average Sale Price CA Agent Market Wizard Print PDF report e Charts offer real time snapshot of their current market CA Interactive AVM give a specific value range e CA Interactive AVM Print PDF Report ALL CA TOOLS e Number of Sales per Recent Month or Quarter
24. llateral J Analytics Business How to Use These Tools In Dail AUDIENCE SELLERS SITUATION Assist sellers in pricing their home correctly Angry sellers House is not getting any activity no offers low offers no showings Sellers already determined their price by surfing the Web Support the contract price for the appraisal Let sellers know that NOW is the time to list their home Reassure sellers of their past purchase decision KEY MESSAGE Present a macro look at their market and then a micro look of the best comps trends and days on market Use CA tools to demonstrate what is going on in the marketplace today Present your research by sharing CA charts to inform them on current market activity in their neighborhood Run a current AVM to show clients what price points are selling and which ones are not Recommend a price reduction by sharing the number of current active listings within their specific price range Show the current pending properties in Agent Market Wizard Use charts to discuss the price points that are selling and ones that are sitting Help sellers set realistic expectations by showing them real time data in their market and neighborhood Use CA tools to pick precise comps and support your pricing recommendation Give a CA Interactive AVM report to the appraiser with detailed comps supporting the contract price close the sale Use CA tools to demonstrate what is go
25. nd forecasting data to be generated 3 7 CJ CA HomePriceTrends Report Output CA HomePriceTrends will generate a series of charts using the most current local market MLS data Public Record and or Core Base Statistical Area CBSA level data CHARTS Data Source Choose from MLS Public Records CBSA Level Data Rental Data where available Depending on which Data Source is selected the various chart options will populate Choose the appropriate chart option for your desired report under Select Chart Group Select Chart Type Area Trends Interactive AVM 1 Charts Map 4 Statistics Reports Forecast Report Options Charts Data Source MLS MLS 1998 Q3 price volume Address 3806 NE 14th Ave Portland OR 97212 Within the same neighborhood Total number of properties for the past 12 months 17 ad o P D Sold Properties Public Record amp REO Average CBSA Level P Rental Dat 5350 Select Chart Group Select Chart Type Single Family 1999 Q3 2000 Q3 2001 Q3 2002 Q3 2003 Q3 2004 Q3 2005 Q3 2006 Q3 2007 Q3 2008 Q3 147 149 156 169 193 187 262 251 311 289 5 5 9 2 10 9 D 6 7 Regular amp REO Average Sold Price and Number o v Sold Price and Number of Sales Define Query optional Living SqFt Bedrooms Bathrooms Year Built Land SqFt Years Range 2012 vy 2014 v Data Increment Qua
26. ools quickly capture today s market conditions p P information to clients and presents this information in informative charts and reports Establish credibility Use CA tools to support your pricing ALL CA TOOLS recommendations Show your knowledge of current e Average Sold Price overall market and big picture housing conditions as e Average days on Market well as market activity for a specific area or e Charts relative to your individual situation neighborhood CA HomePriceTrends e Statistics report AUDIENCE BUYERS SITUATION KEY MESSAGE PRODUCT CHART NAME Assist buyers facing Low inventory drives higher prices in key markets CA ALL CA TOOLS multiple offers and educate tools demonstrate current marketplace trends and e Average List Price versus Sale Price why they need to offer a show proof that homes are selling closer to or over e Average Sale Price higher price list price e Average List to Sale Price Ratio e Average Days on Market e Number of New Listings which affect prices Acquire supporting Use CA tools on your laptop or tablet to verify comps CA Interactive AVM information so you can Write a strong supported offer that demonstrates eLook at comps value range and historical write an offer on the spot the active listing prices and recent sales in their area property data Reassure home buyers on Use CA tools to demonstrate the current activity in CA Agent Market Wizard Print PDF report their purchase decision the
27. or county 2 Click on the ZIP Code of the appropriate neighborhoods subdivisions to include in the search 3 Select the neighborhoods subdivisions Choose multiple neighborhoods subdivisions by clicking on each neighborhoods subdivisions to include in the search 4 The neighborhoods subdivisions names will appear in this window If similar neighborhood names appear with a different spelling select all similar choices to ensure that all homes are included in that specific neighborhood subdivision search Click a neighborhood subdivision to remove it from the list Click Go for the appropriate charts map statistics and forecasting data to be generated 6 Once you have clicked Go visit the MAP tab to verify the area Trends By MLS Area A Select a MLS 2 Select the MLS area or several MLS areas to include in the search To manually search select a MLS area from the list and a yellow area above the box will appear where you can type in a specific MLS area 3 The selected MLS areas will appear in this box Click an area to remove it from the list 4 Click Go for the appropriate charts map statistics and forecasting data to be generated Trends By Address Enter an address City State ZIP Code and select the search parameters Select a distance to be considered in miles Within Same Neighborhood encompasses the postal carrier route Click Go for the appropriate charts map statistics a
28. platforms i e Microsoft Internet Explorer Mozilla Firefox or Google Chrome or Apple Safari If you access the AMW site on the same computer on two seperate windows but the same internet browser and log in as two different users any changes you make in one window will concurrently affect the other user For example if you use Firefox to log in to the AMW site and then you open up another Firefox browser and log into AMW using a client s credentials whatever changes you make on either of those browsers will simultaneously affect the other 17 ACCESSIBILITY Data Dictionary PROPERTY CHARACTERISTICS DEFINITIONS Address Site Address Unit Site Unit Number City Site City State Site State ZIP Site ZIP Code APN The assessor s parcel number APN or other identifier Owner Name Owner s Name Loan Loan Number Ref Reference Number Retro Value Date Date of Valuation if this field is left blank the AVM valuation will be as of the current date Data Source Default setting is to use Public Record and MLS comps data Select one source Comparables Default setting Neighborhood Same Postal Carrier Route Other options Sub ZIP ZIP Code and first two digits of Zip 4 Distance Within ZIP Use Max Distance field to select linear miles radius search around subject Distance Best to use for rural properties Use Max Distance to select linear miles radius search around subject Beds
29. ropolitan Division 188 000 2 08 Minneapolis St Paul Bloomington MN WI Metropolitan Statist 185 000 1 65 Minneapolis St Paul Bloomington MN WI Metropolitan Statist 170 000 1 35 Miami Miami Beach Kendall FL Metropolitan Division 125 000 2 88 Minneapolis St Paul Bloomington MN WI Metropolitan Statist 105 000 1 Collateral Analytics and Articles HW Now National Housing Market Trends Reality Distortion Wh Stocks fall amid QE tapering concerns Apr 23 2012 4 hours ago HomePriceTrends com is a state of the art online residential property price and market condition charting system HomePriceTrends com generates market data and reports designed to meet the valuation needs of real estate professionals lenders brokers and investment bankers as well as anyone who requires fast reliable and cost effective residential property market snapshots HomePriceTrends com can be used during every step of the lending or property valuation process from origination underwriting and quality control to servicing portfolio review and default management With more than 10 years of historical property data and transaction information for much of U S ae com can generate online reports in real time for virtually any location and provide residential property market charts Collateral E Analytics 7 y Ce BY Googie fF ff By Stocks intensified their sell off with the Dow Jones Industrial Average briefly dipping below 15 000 amid concerns
30. rter e Property Type Single Family v 2009 Q3 2010 Q3 2012 Q3 N 2011 03 vw eh w o oO N VS N Report Options CA HomePriceTrends allows users to refine a search by entering specific parameters under Report Options located on the right of the screen Entering additional criteria is optional The entered search criteria will appear in the PDF report Click Re Produce Chart to have CA HomePriceTrends consider any additional or revised criteria and generate new report output Click Clear Criteria to clear any previously entered criteria Report Options Define Query optional Minimum Maximum Living SqFt 2 Bedrooms Bathrooms Year Built Land SqFt Years Range 2012 7 2014 Data Increment Quarter Property Type Single Family e Re Produce Chart K CA HomePriceTrends Export Report amp Data Once the desired report chart is determined CA HomePriceTrends allows users to access the information through a PDF report and data export to Excel To download the data and charts generated in CA HomePriceTrends click Export Excel or click Export PDF To download a subset of the most recent comparables click Export Comps Repo rt Output continued CA HomePriceTrends will also generate the following The Map Wizard tab displays the corresponding area with comparables This is an interactive map
31. se Dr a Dr SEH ERR e 250 feet 50 EI am m 2013 Nokia 2014 Microsoft cporation Ge i Custom Subject gO l gt bing lll giereg Re value Using Only Comparables Selected MLS Yr Prob e Ro ivi i i i Distance Address Sais Beds Baths Living Land Built Sold List Dt Carrier REO FC ss Source Stats u 4 0 25 1110 WINTHROPE CHASE DR LJ 3 25 2 340 1997 180 000 5 18 2012 192 900 2 27 2012 C001 MLS Gold SN Click here to move and manipulate the map to the selected scope of interest 2 Click Road for the following viewing options Road 7 Ww Road s A standard road map Automatic Switches to the best map style as you zoom Bird s eye Note Select Bird s eye to view A better angle of aerial photography potential obstructions that di show labels V show angled view could affect the property value Use these poly mapping tools I 7 Gen Suen ClearShapes to select up to three different areas for the best comps Color coded push pins label the property type of each comparable and numerically correspond to the list below Click on a push pin to view the address and property characteristics information This is the subject property J CA Interactive AVM 14 Repo rt Output continued Scroll down to view the Comparbles List gt Distance Address a Beds Baths Living Land Gm Sold Sold Dt List List Dt Carrier REO FC Se Source S
32. tatus 4 0 25 1110 WINTHROPE CHASE DR 3 25 2 340 1997 180 000 5 18 2012 192 900 2 27 2012 C001 MLS Sold 6 0 16 1065 WINTHROPE CHASE DR 2 5 1 925 7 840 1997 193 000 12 28 2012 215 000 8 1 2012 C001 MLS Sold Lj Lj g Lj 8 0 45 299 WATER OAK PL Re value Using Only Comparables Selected L Add new comparable l emm l f l i Address Zip Beds Baths Living Land Yr Built Sold Date Sold Price List Date List Price Asmt Year Asmt Value 5 3 5 2 664 6969 2006 250 000 7 12 2013 279 900 1 31 2013 C001 R MLS Sold Click on the Detailed Property Information Sheet icon next to the address to view property details CA Interactive AVM enables users to select or deselect comparables from the Comparable List and re value the AVM using the selected comparables Here is how Step1 Sort comps by distance address beds baths land year built sold list list date etc by clicking on the header One click will sort in ascending order Two clicks will sort descending order Three clicks will unsort order MLS Yr _ Distance Address ZS Beds Baths Living Land S 4 0 25 1110 WINTHROPECHASEDR LI 3 25 2 340 1997 180 000 5 18 2012 192 900 2 27 2012 C001 MLS Sold e Prob Built Sold Dt List List Dt Carrier REO FC sS Source Status g Step 2 Click on the box of the individual comparables that will be considered in the re valued AVM u 8 0 45 299 WATER OAK PL LI 5 3 5 2 664 6 969 2006 250 000 7 12 2013 279
33. that allows users to zoom and select the desired map type Click on a push pin to view the comparable s address and property characteristics information The Statistics Export Comps tab provides a report that offers a predefined set of market statistics for the selected area GENERATE A REPORT A Market Statistics report will generate from the initial entered city or ZIP Code This may be changed by selecting different Data Increment and Property Type options within Market Statistics Criteria and clicking submit EXPORT DATA This information can b exported by clicking Export Excel of Export PDF K JCA HomePriceTrends Trends Interactive AVM Map Statistics Reports Forecast Map of Comparable Properties a Nr CH o Road Y z v Ke NE Sbaver Sr z NE ig St X w Ei Z gt gt kyl A NEG A Fan Su 2 2 E g KA 3607 NE 21ST AYE PORTLAND 97212 x tS st g Snae etna i a e kel Failing Status RSFR Alan ZS E VU Al Building Area 1 597 Te 2 zZ Ke 5 Land Area 5 000 w YearBuilt 1924 gt lt Sold Date 3 2012 g Q VE Beech St ka LJ Sold Price 600 000 Ai q lt List Date 1 1 0001 zZ List Price 0 N LI kal z i f y kal Ffremont St o e Se NE Fremont S lr e A lt 9 Y 4 ry St Zz E 4 A A 8 S S be TS I sE WI g it an e
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