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Adding a Subject Property to a CMA

Add a subject property to a CMA by entering property details manually or by selecting an existing MLS listing. The method depends on whether the property is available in the MLS.

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What is a CMA?

A Comparative Market Analysis (CMA) helps you estimate a property’s market value by comparing it to recently sold, active, and pending listings with similar characteristics.

Adding a subject property allows you to measure it directly against comparable listings in the market.

Perchwell offers two CMA report types:

Type

Purpose

Quick CMA

Provides a concise, client-ready report that groups listings by status and displays key pricing averages.

Extended CMA

Offers portrait and landscape layouts with additional detail, including floor plans and show sheets.


Step 1: Locate the Subject Property

Start by identifying the listing you want to use as the subject property.

  1. Use Universal Search, Tags, or a Saved Search to locate the listing.

  2. Click the listing to open the Listing Detail Page.


Step 2: Add the Listing as the Subject Property

Add the listing directly to a new Quick or Extended CMA.

  1. Open the actions panel on the right:

    • Hover to reveal it, or

    • Click the three-dot menu in the top right.

  2. Click Add to Report.

  3. Select Quick CMA or Extended CMA.

The listing has now been automatically added as a subject property to your CMA. You can now continue to adding comparable listings to your report.


Step 3: Add Comparable Listings

Add comparable listings using Tags.

  1. In the report pop-up, click the Click to View and Filter Tags field to display your available tags.

  2. Select the tag containing the listings you want to include.

  3. Listings will automatically populate in your report.

  4. Drag and drop to reorder listings if needed.

  5. Click Next.


Step 4: Customizing your Report

On the customization screen, configure how the report will appear.

  1. Choose Display Fields

    Select which data fields appear for each listing.

  2. Configure Listing Links

    Choose whether links open:

    • Inside Perchwell, or

    • Externally with brokerage branding

  3. Additional Options

    You may choose to include:

    • Agent contact information

    • Exact listing addresses

    • A summary section

After finalizing your selections, click Next.


Step 5: Share the CMA

After finalizing the layout, choose how to distribute the report.

Email the Report

Steps

  1. Select Email.

  2. Enter the recipient email address.

  3. Edit the subject line if needed.

  4. Review and edit the message body.

  5. Click Email Report.

Download the Report

Steps

  1. Select Download.

  2. A PDF will be generated.

  3. Save the file to your device.

Print the Report

Steps

  1. Select Print.

  2. Your browser’s print dialog will open.

  3. Choose your printer and settings.

  4. Click Print.

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