Introduction
At Perchwell, we understand the importance of staying updated on market trends. We offer a feature to create a Comparative Market Analysis (CMA) report using listings you've tagged or by automatically generating similar listings based on price, location, and property features.
Defining a Subject Property
Navigate to the listing page for the property you want to define as the ‘Subject Property’.
Choose either ‘Auto CMA’ or ‘Add To Report’.
We recommend using Tags to import listings. This can be done by selecting ‘Click to View and Filter Tags’.
Next, follow the same steps as outlined in the Create a CMA Report article.
Note:
If you want to use only listings from a tag, remove all auto-populated listings by clicking the 'x' on the right side of each listing.
Auto-populated listings are generated based on the subject property's price, location, and number of rooms.
Tailoring Your Report
Rearrange the listings by dragging and dropping them into your preferred order.
Specify a Report Label (like a title) and a Report Subtitle.
Opt in or out of the fields you would like included in the report. The maximum number of fields you can add to a listing is 8.
Choose either a Portrait or Landscape layout.
Determine where links should open.
Open Links in Perchwell - the client must log into Perchwell
Open Links Externally with your Branding - Links will open outside of Perchwell with your Brokerage’s Branding
Additional Options
Include My Contact Information - Add your contact details
Include Exact Address
Include Summary Section
Generating Your Report
You can share the report via email, print, or download.
For Emails
Email addresses - Enter one or more emails of clients who should receive the report
Email Subject - Specify the subject line for the email (Both you and your client will receive a copy of the report)
Message - We auto-fill a message for the email, but you can modify this. (You can also create base template messages to share with your entire Brokerage)
Need Assistance?
For further assistance with creating reports, our support team is always available to assist. You can reach out by selecting the chat box in the bottom left-hand corner or emailing us at support@perchwell.com.