In this article:
You will learn how to create a Quick CMA, review your comparable listings, customize the layout, and share the final report.
When to use a Quick CMA
Use a Quick CMA when you need pricing insights based on comparable listings.
Advise a seller on pricing strategy
Help a buyer understand local market value
Compare similar listings in a neighborhood
Quick CMA creation
Choose the starting point that matches how you selected your listings.
Start from Search (most common)
Use this option when you are building a CMA from multiple search results.
Steps:
Open Search
Select the checkboxes next to the listings you want to include
In the footer action bar, click Create Report
Select Quick CMA
Start from Listing Detail Page
Use this option when you are starting with a single subject property.
Steps:
Open a listing from Search or Universal Search
Open the actions panel on the right
Hover near the right edge of the page, or
Click the three-dot menu in the top right
Click Add to Report
Select Quick CMA
Start from Tags
Use this option when your listings are already grouped in a tag.
Steps:
Open Tags
Open the tag that contains your listings
Click Create Report
Select Quick CMA
By default, the CMA includes all listings in the tag. Narrow the list before you start, or remove listings in the editor.
To narrow the list before you start, select specific listings, then click Create Report.
To remove listings later, click the X next to a listing in the CMA editor.
CMA editor review
After the CMA editor opens, confirm the subject property and your comparable listings.
Add or update the subject property
If the subject property is not listed in the MLS, add it manually.
Click Add Subject Property
Enter the property details
Remove or reorder listings
Clean up your comp set before you generate the report.
Click the X next to a listing to remove it
Drag and drop listings to reorder them
When finished, click Next.
Quick CMA customization
Set up the report before you generate the final version.
Add a report title and subtitle (optional)
Add a header to help the recipient understand the CMA.
Enter a report title
Enter a report subtitle
Choose the page orientation
Pick the layout that matches how much information you want to show.
Select Portrait to show up to 8 fields per listing
Select Landscape to show up to 10 fields per listing
Select the fields to display
Choose what data appears for each listing.
Select the data points you want to include for each listing
Choose how listing links open
Set what happens when someone clicks a listing link in the report.
Select Open in Perchwell
Select Open externally with your brokerage branding
Add optional sections
Include additional content when you need it.
Include agent contact information
Include exact listing addresses
Include a summary section
After you finish your layout updates, click Next.
Quick CMA sharing
After you review your report, choose how you want to distribute it.
Steps:
Select Email
Enter the recipient’s email address
Update the subject line
Review the message body and make edits as needed
Click Email Report
You and the recipient both receive a copy.
Download
Steps:
Select Download
Wait for the PDF to generate
Save the file to your device
Steps:
Select Print
In your browser’s print dialog, choose your printer and settings
Click Print
Tips
Click Previous to return to earlier steps and adjust settings.
Add more listings by creating a new report.
Find saved reports in your Report Library.
Search for a report using the recipient’s email address.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.