When to Use a CMA
Use a CMA when you want to analyze comparable listings and present pricing insights to a client.
Common use cases include:
Advising sellers on pricing strategy.
Helping buyers understand local market value and prepare for negotiations.
Comparing similar listings in a neighborhood.
Step 1: Create a CMA
You can start a CMA from three different locations depending on how you selected your listings.
Option 1: Start from Search (Most Common)
Use this option when selecting multiple listings from search results.
Steps
Go to the Search page.
Select the checkboxes next to the listings you want to include.
In the footer menu, click Create Report.
Select Quick CMA.
The CMA editor will open with the selected listings included.
Option 2: Start from a Listing Detail Page
Use this option when beginning with a single subject property.
Steps
Open a listing from Search or Universal Search.
Open the actions panel on the right:
Hover to reveal it, or
Click the three-dot menu in the top right.
Click Add to Report.
Select Quick CMA.
The CMA editor will open with that listing included.
Option 3: Start from Tags
Use this option if listings have already been grouped into a tag folder.
Steps
Go to the Tags page.
Open the tag containing the listings.
Click Create Report.
Select Quick CMA.
By default, all listings in the tag will be included. If needed, you can:
Select specific listings before clicking Create Report, or
Remove listings later in the CMA editor.
Step 2: Review and Adjust Listings
When the CMA editor opens, review the included listings before continuing.
You can:
Add a Subject Property
If the subject property is not listed in the MLS, click Add Subject Property and manually enter the property details.
Remove Listings
Click the X next to a listing to remove it.
Reorder Listings
Drag and drop listings to adjust the order.
When finished, click Next.
Step 3: Customize the Report Layout
Configure how the report will appear before generating the final version.
Options
Add a Report Title and Subtitle: These appear at the top of the report.
Select Page Orientation:
Portrait supports up to 8 fields per listing
Landscape supports up to 10 fields per listing
Choose Display Fields: Select which data points appear for each listing.
Configure Listing Links: Choose whether listing links open:
Inside Perchwell, or
Externally with brokerage branding
Additional Options: You may also include:
Agent contact information
Exact listing addresses
A summary section
After configuring these settings, click Next.
Step 4: Share the CMA
Once the report is finalized, choose how you want to distribute it.
Email the Report
Steps
Select Email.
Enter the recipient’s email address.
Edit the subject line if needed.
Review or update the message body.
Click Email Report.
Both you and the recipient will receive a copy.
Download the Report
Steps
Select Download.
A PDF will be generated.
Save the file to your device.
Print the Report
Steps
Select Print.
Your browser’s print dialog will open.
Choose your printer and settings.
Click Print.
Tips
To edit listings in the report, click Previous to return to the earlier steps.
To add additional listings, you will need to create a new report.
Reports are saved in your Report Library for future access.
To access your reports, click your profile icon, select Report Library, and search by the recipient’s email address.