Paragon Connect Tax Search and CMA Summary

We’re excited to bring a powerful new feature to Paragon Connect: Tax Search. Agents can now search, view, and autofill tax record information directly from their mobile or desktop device—all within a streamlined, modern interface.

From the hamburger menu, simply select Tax to launch the new Tax Search page, where you can select your tax repository, county, and enter property-specific criteria. Once your search is complete, you’ll be taken to a refreshed Tax Results view, featuring an intuitive card layout that displays each matching record. From here, you can quickly take action with Details and Autofill links—depending on your access level.

Clicking into a property brings up a new Tax Detail View. This page offers all the detailed tax information you expect, plus added functionality like Watch/Unwatch, access to third-party tax integrations, and Autofill options for seamless listing creation. Users can also move between results using the Prev/Next navigation for faster review.

This update also replaces the older LIM Autofill process—so anytime you start a listing using Tax Autofill, you’ll automatically be guided through this new and improved workflow.

New CMA Summary View

We’re excited to introduce the CMA Summary View, a powerful new report available in Paragon Connect. This view is designed to provide a clear, organized breakdown of comparable listings to help support your pricing strategies, market education, and listing presentations.

Key Features of the Report:

• Organized Tables by Class & Status
  Each section of the report focuses on a specific class/status combo, making it easy to isolate and interpret key segments of the market.
• Interactive Filtering
  You can filter the listings shown in the report to focus on the most relevant comparables for your scenario.
• Sticky Table Headings
  As you scroll, column headers remain visible for easy reference—especially helpful with larger result sets.
• At-a-Glance Market Analytics
  At the end of each table, you’ll find calculated metrics for that group, including average, median, mean, and maximum values, giving you immediate insight into market performance.

Important Notes:

• The CMA Summary report supports up to 150 listings. If your search results exceed this limit, the report option will be disabled.
• The report uses standard, non-customizable fields available across most platforms.
• Click the Print icon in the action bar to generate a printable version.

How It Works:

1. Run a property search using any criteria you choose.
2. Click the View Switcher icon to open the side sheet.
3. Select “CMA Summary” under the Standard section of the available views.
4. Filter and check only the listings you want included in the analysis.
5. You can also share, add to cart, get directions, and use other standard actions just like with any other view.
6. Click or tap on the photo to launch the detail report.

Icon Enhancements in the App Bar

We’ve made several visual updates to the icons across the Paragon Connect app to improve clarity and consistency—especially based on user feedback.

What’s New:

• More Icons on Larger Screens
  On larger devices, you’ll now consistently see up to six icons displayed in the app bar for easier navigation.
• On smaller screens like mobile, this remains limited to three icons, with the final icon always acting as overflow when additional options are available.
• Updated Iconography Based on Feedback
  We’ve refined several icons to align with familiar real estate app standards:
  1. Filter Icon: The funnel icon has been replaced with a new filter symbol commonly used across real estate platforms.
  2. Search Icon: The binoculars icon has been replaced with a more recognizable magnifying glass for search.
  3. Consumer App Invite: If enabled, the invite feature now uses a key icon instead of a roof icon.
  4. Listing Form Updates:

• Find: The binoculars icon updated to a search icon
• Required Field: The flag icon is now an asterisk, matching form input standards.
• Validate Address Location: Updated to a map pin icon with a map visual.
• Price Analysis: Now uses a price check
• Tour: Switched to a flag icon for clearer representation.