Starting a CMA Report
You can begin a CMA from any of the following locations:
Option 1: Create from Search
On the Search page, check the selection boxes on the listings you want to include
A footer will appear with available actions
Click Create Report
Select CMA
Option 2: Create from a Listing Details page
Locate the listing using Universal Search or by clicking it from your Search results
View the listing
Open the actions panel on the right (hover to reveal or click the three-dot menu at the top right), then click Add to Report
Choose CMA
This is useful when you want to start with a single subject property.
Option 3: Create from Tags
Go to the Tags page
Click the bar that says “Click to view and filter tags”
Open the tag containing the listings you want to use
Click Create Report
Select CMA
This works well when you’ve curated comps ahead of time.
💡 If you click Create Report from a tag, all listings in that tag will be included in the CMA by default. You can either manually select specific listings before creating the report or remove unwanted listings from the CMA modal after it opens.
Customize Your CMA
Once the CMA editor opens, tailor the content and layout before sharing.
(Optional) Add a Subject Property Manually- If your CMA needs a subject property that isn’t currently listed in the MLS, click Add Subject Property and enter details manually.
Import Tagged Listings (Optional)- Helpful if you curated comps using tags.
Reorder or Remove Listings- Drag and drop listings to adjust their order, or click the X to Remove any listings you don’t want included. When finished, click Next to continue.
Add a Report Label + Subtitle- These display at the top of the PDF.
Select Layout- Choose Portrait or Landscape
Choose Display Fields- Select or deselect fields. Portrait supports up to 8 fields per listing, and Landscape supports up to 10 fields per listing.
Configure Link Behavior- Choose whether listing links open:
within Perchwell, or
externally with Brokerage branding
Additional Options- You may include:
Agent contact information
Exact listing addresses
A summary section
When finished, click Next to continue.
Want to add a Subject Property? If you'd like a deeper walkthrough of that workflow, see our Adding a Subject Property to a CMA guide.
3. Add a Report Label (essentially a title) and a Report Subtitle.
4. Select or deselect the fields you want to be included in the report. You can add up to 8 fields per listing.
5. Choose the layout: either Portrait or Landscape.
6. Decide where links should open: either within the Perchwell platform or externally with your Brokerage’s branding.
7. You can choose to include your contact information, the exact address of listings, and a summary section.
Share Your CMA
Once your CMA layout and content are finalized, choose how you want to share it.
Option 1: Email the Report
In the CMA modal, select the Email option.
Enter the recipient email address(es).
Add an Email Subject line.
The default subject is "Comparative Market Analysis" — you can leave it as-is or delete and replace it with a custom title.
Review the message body.
Edit the text if needed to add context for your client.
Click Email Report to send.
💡 Both you and your client will receive a copy of the emailed report. Agents can also create and save email templates for consistent messaging across reports. See our Creating Email Templates guide.
Option 2: Print the Report
In the report modal, select the Print option.
Your browser’s print dialog will open.
Choose your printer and any print settings.
Click Print to produce a hard copy for your appointment or file.
Option 3: Download the Report
In the report modal, select the Download option.
A PDF of the report will be generated.
Save the file to your computer or device for your records or manual sharing.
Things to Know
CMAs can start from Search, a Listing Details page, or Tags
When you email a report, both the agent and the recipient will receive a copy
CMAs are commonly used for seller presentations, buyer education, and comparable sales analysis