Use this article to create a Quick CMA (Comparative Market Analysis) report from your search results or a listing, add a subject property and choose the layout and fields it shows, email, print, or download it, and find it later in your Report library.
When to use a Quick CMA
Create a Quick CMA when you need pricing insight from comparable listings you choose. A CMA compares similar properties to estimate a property's value.
Advise a seller on pricing strategy
Help a buyer understand local market value
Compare similar listings in a neighborhood
To start from a subject property's address and let Perchwell find the comparable listings, see Create a CMA with a Subject Property.
Create a Quick CMA from your search results or a listing
Create a Quick CMA from the Search page or from a Listing Detail Page. Both open the report window:
Search page: Click the Results tab, select the listings you want, click Actions, then select Create a Report.
Listing Detail Page: Click Actions in the upper right, then select Report under Create.
In a listing preview on the Search page, Actions creates the Quick CMA from all selected listings, not only the previewed one.
Steps:
Select Quick CMA
The report window moves to the Customize Report step with your listings.
Customize the Quick CMA
Customize the Quick CMA on the Customize Report step of the report window. The step shows your listings first, then the layout, fields, and options.
Add a subject property to the Quick CMA
Click Add Subject Property above your listings on the Customize Report step to add the property you are pricing to the Quick CMA. When the subject property is not listed in the MLS, enter its details by hand.
Add listings from a Tag to the Quick CMA
Click the Click to view and filter tags field under Select tags to include in the Quick CMA. Select a Tag to add its listings to the Quick CMA. Selecting a Tag adds all of its listings, and more than one Tag can be selected.
Reorder or remove listings in the Quick CMA
Reorder or remove listings on the Customize Report step, where the Quick CMA groups them by status, such as Active.
Drag a listing up or down to change its place in the Quick CMA
Click the X to the right of a listing to remove it from the Quick CMA
Click View Listing to open the listing
Choose the Quick CMA layout
Click Next below your listings, then select a page orientation for the Quick CMA under Layout. The layout sets how many fields each listing shows.
Landscape: Lays out the pages horizontally, with up to 12 fields per listing.
Portrait: Lays out the pages vertically, with up to 9 fields per listing.
Select Larger Font under Styles to print the Quick CMA in a larger font. Larger Font fits 3 fewer fields per listing.
Choose the fields in the Quick CMA
Select the fields each listing shows under Select fields to show in the Quick CMA. The count beside the heading shows how many you selected against your layout's cap. Once you reach the cap, clear a field to choose a different one.
OLP (original list price)
Beds
Baths
SQ FT
$/SQ FT
DOM (Days on Market)
CDOM (Cumulative Days on Market)
List Date
Sold Date
Property Tax
Property Type
Lot Size
Acreage
Year Built
HOA/YR
City
Subdivision/Condo
Price Per Acre
MLS ID
If a listing is missing a detail in the Quick CMA, the listing agent may not have entered it.
Choose how listing links open in the Quick CMA
Choose what happens when a recipient clicks a listing in the Quick CMA, under Select where links should open:
Open links in Perchwell (clients must log in): Opens the listing in Perchwell, which means the client needs a Perchwell login to view it.
Open links externally with your branding: Opens the listing on a page with your branding.
Add contact information, exact addresses, or a summary to the Quick CMA
Add your contact information, exact addresses, or a summary section to the Quick CMA under Additional Options:
Include my contact information: Adds your contact information.
Include exact address: Shows each listing's full street address, with the unit number where one applies.
Include summary section: Adds a summary section.
Perchwell remembers your selections on the Customize Report step, which means your next Quick CMA starts with the same layout, fields, and options.
Tip: For clickable listing links in the PDF, select both Include exact address and Open links externally with your branding.
Email, print, or download the Quick CMA
Email, print, or download the Quick CMA from the Generate Report step of the report window. Click Next on the Customize Report step to open it, and click Previous to change a setting.
Email the Quick CMA
Email the Quick CMA to one or more recipients from the Generate Report step.
Steps:
Enter the recipient's email address in the To field
(Optional) Enter more addresses in the CC field or the BCC field
(Optional) Edit the subject in the Email Subject field
(Optional) Edit the text in the Message field
(Optional) Clear Include signature on shared report to leave your signature off
Click Email Report
Each recipient receives the Quick CMA, and Perchwell copies you on the email. The Email Subject field is required and reads Comparative Market Analysis by default.
Print the Quick CMA
Print the Quick CMA from the Generate Report step.
Steps:
Click Print
Choose your printer and settings in your browser's print dialog
Click Print in the print dialog
Your browser sends the Quick CMA to your printer.
Download the Quick CMA as a PDF
Click Download on the Generate Report step to save the Quick CMA to your computer as a PDF (Portable Document Format) file.
Find a past Quick CMA in your Report library
Open your Report library to find a Quick CMA you created earlier.
Steps:
Hover over your profile icon in the upper right corner
Click Report library
Your Report library opens with your saved reports. Search for a report by the recipient's email address.
