Support Center

Sending a Quick CMA with Wise Agent

Last Updated: Oct 30, 2016 07:50AM PDT

You can send a Quick CMA to your clients through your Wise Agent dashboard!

 

 

 

Here’s how:

 

 

 

1.  Log into your Wise Agent account, and click on Contacts, and then choose “Contact List”.

 

 

 

 

 

 

 

2.  From your list of clients, click on the client’s name that you want to send the Quick CMA to.

 

 

 

 

 

 

 

3.  Under the “Extra Details” section, you should see a “Cloud CMA” icon that you can click.

 

 

 

 

 

 

 

4.  Just click on the Cloud CMA button, and your client will automatically be sent a Quick CMA Report.  It’s that easy!

 

 

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