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Add/Edit CMA Report

This page is used to generate detailed reports for leads and clients, which are used typically to determine the market value of a property.

View CMA Reports Page and click the Admin dropdown menu (represented by a gear icon) next to a CMA report, then select Edit to view this form. You can also click the Add CMA Report button to create a new CMA report from scratch.

Form Fields​

The page consists of a single form for entering or editing property and client information. After saving the form, you can select comparable listings to include in the report.

The form is divided into three sections: Report Details, Client Details, and Property Details.

Report Details​

  • Report Title Line 1: The primary title of the report, such as the client's name. This field is required.
  • Report Title Line 2: A secondary title, typically the property's address. This field is also required.

Client Details​

  • First Name: The client's first name. This field is required.
  • Last Name: The client's last name. This field is required.
  • Phone: The client's phone number. This field is required.
  • Email: The client's email address. This field is required and can accept multiple email addresses.

Property Details​

This section contains a comprehensive list of fields to describe the property. Some fields may be pre-filled if the CMA was created from a lead.

  • Property Photo: An optional field to upload a photo of the property.
  • Property Address 1 & 2: The street address of the property. Address 1 is required, Address 2 is optional.
  • City, State, Postal Code: The location details for the property. These fields are all required.
  • Property Type & Sub Type: Select the type and subtype of the property (e.g., Residential, Single Family). The available options are determined by the data in your site's search index.
  • Bedrooms & Bathrooms: The number of bedrooms and bathrooms.
  • Square Feet (Living Area): The total living area of the property.
  • Year Built: The year the property was built.
  • Acreage: The land area of the property.
  • Frontage, View, County, Style, Parking, Subdivision, Condition: These fields provide additional details about the property. The available options are determined by the data in your site's search index.
  • Comments: A text area for any additional notes or comments about the property.

Create CMA From CMA Inquiry​

If the user submitted a CMA Inquiry form, you will have the option on the Admin gear icon for that lead to Create CMA From Lead on the Leads Page. This will take you to the Add/Edit CMA Report page with the lead's information pre-filled in the form.