Introduction
At Perchwell, we understand the importance of staying attuned to market trends. That's why we've equipped our platform with the capability to create a Comparative Market Analysis (CMA) report. You can create a report using either listings you've already tagged or similar listings suggested by our system based on price, location, and property features.
Step 1: Choose Your Report
Start from the Search page, where you'll select the listings you want to include in the report. A pop-up window will appear at the bottom of the webpage. Click on 'Create a Report' and then select 'CMA'.
Step 2: Customize Your Report
Reorder the listings to your preference by dragging and dropping them.
Optionally, import listings that you’ve previously tagged.
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.
Step 3: Share Your Report
Once you've tailored your report, you can share it via email, print it out, or download it. If you're choosing to email it:
Add the email addresses of the clients you want to receive the report.
Write an Email Subject line (remember, both you and your client will receive a copy of the report).
We've populated a Message for the email, but feel free to modify it. You can also create base template messages that can be shared amongst your entire Brokerage.
Need More Assistance?
Our support team is always ready to help if you need further assistance with creating a CMA report. You can contact us by selecting the chat box in the bottom left-hand corner or by sending an email to support@perchwell.com.