This guide will walk you through each step of creating a new CMA Report in EasyCMA.

• Starting a New CMA Report
• Selecting and Editing Comparables
• Generating and Viewing the CMA Report

Starting a New CMA Report

To start a new CMA report, you will need to enter the subject property address and details, and select and edit the comparables. EasyCMA will automatically generate comparables based on the subject property criteria and the data dictionary. You can also manually enter comparables or import them from Paragon Connect or Paragon Classic.

To start a new CMA report, follow these steps:

1. From the EasyCMA Dashboard, click the Add button () to start a CMA.
   
2. The Subject Property Search page will open. Enter the subject property address and select the address from the Google suggested addresses.
   
3. The address will display at the top and a map below with a pin marker on the property. Add a Suite # if the subject property has one.
   
   
4. You can zoom in or out on the map and can move the pin as needed to center it on the subject property. Once you are done, click the Continue button.
   
5. The Subject Property Details page will open with a Google Street View of the property and detail fields for the property.
   

   When a valid recent listing is found for the property, it will prepopulate the fields. If one is not found, if some of the fields are blank, or no longer accurate, populate or modify the field values as needed. Any field for which you do not know the value, enter a 0. The only fields that require a non-zero value are Property Type and Year Built. Note that the property type values have been grouped, for example, things like Single Family and Country Residential will all be grouped under Residential.

6. When you are done, click the Next () button to generate comparables.
7. The Comparables page will open with up to 10 comps displayed.
   

You have now entered the subject property and generated the comparables. Next, we will show you how to select and edit the comparables.

Selecting and Editing Comparables

EasyCMA allows you to select and edit the comparables that you want to use for your CMA report. You can edit the order of the comparables, manually enter comparables, generate new comparables, add adjustments and notes to a comparable, and remove a comparable. You can also view the comparable details and documents in ConnectView.

To select and edit comparables, follow these steps:

Viewing the comparable details and documents

1. Click on any comp card to see the details of the comparable.
   
2. Scroll down to review the Property Details, Documents (if there are any) and Property History.
   
3. Click the Close () button at the top of the page to go back to the Comparables page.

Removing a comparable

1. If there is a comp that you no longer want to include in the CMA and click Remove on the comp card.
   
2. The card will be removed as a comp and will appear in the Removed Comps section at the bottom of the page. Click Select to add the comp back.
   

Manually entering comparables

1. Click Manually Enter Comp.
   
2. On the Comp Property Search page enter the address for the property that you would like to manually add to the CMA, then select it from the Google suggested addresses.
   
3. The map will display the location of the property with a pin marker and a comp card will display below the map for the comp. Click Select Comp on the card to add it to the CMA.
   
4. You will be taken back to the Comparables page. Scroll down the page to see the added comps at the bottom of the list.
5. If you try to add a comp manually that already exists as a comp, a message will display indicating this, “Property already included in generated comps”.
   

Generating new comparables

1. Click Generate New Comps to generate new comps.
   
2. The Comparable Search Filters page will open. Enter the criteria for the comps that you want to find and when you are done, click Generate New Comps.
   
3. This will take you back to the Comparables page. If any of the comps have changed, you will see the newly added comps at the top, and the previous comps below that in the Removed Comps section.
   
   If there are any comps that have been removed that you want to keep, click Select at the bottom of the comp card and it will be added back into the selected comp list.

Editing the order of comparables

1. Click Edit Comp Order.
   
2. On the Order Comp List page, click and hold the drag handle ()on a comp, then drag and drop it up or down to arrange the properties in your desired order.
   
3. Click Save when you are done or click the Close ()button if you no longer want to reorder the comps.

Adding adjustments and notes to a comparable

1. Click Adjustments & Notes on the comp card you want to make adjustments on.
   
2. On the Edit Adjustments page, add a monetary value next to the fields you want to adjust. An increase in value can be added as a positive number (e.g., 2500), a decrease in value can be added as a negative value (e.g., -1000).
   
   Note, you can preset the monetary value to automatically be applied in the settings. Learn how to set this up here.
3. Enter an adjustment note explaining why you made the adjustments.
   
4. Click Save to save your changes or click the Close () button to exit without saving the changes.

You have now selected and edited the comparables. Next, we will show you how to generate and view the CMA report.

Generating and viewing the CMA report

Once you have selected and edited the comparables, you can generate and view the CMA report. The CMA report will show you the subject property details, the suggested price and range, the comparables list, the comparables pricing summary, the comparables statistics, and your contact information. You can also view the comparables in a map view or a side by side view.

To generate and view the CMA report, follow these steps:

1. From the Comparables page, click Generate CMA.
   
   
2. The report will display with the Google Street View of the property at the top. There are to buttons In the top right corner of the menu bar. The Home () button will return you to the EasyCMA Dashboard at any time. The More Options () button gives you the option to assign a contact or print the report to PDF (more details on printing your report, click here).
   
3. As you scroll down the report, you will see the following (click a link to jump to the section):

   Google Street View (Add a Photo) Subject address Date/time generated CMA Introduction Created For: Contact Name (if assigned to a contact) Suggested price and range Subject property details Map of the subject property and comparables Comparables Side-by-side View Comparable pricing summary Comparable statistics Your agent photo or placeholder, contact information Office logo Footer/disclaimer at the very bottom

If a section can be edited, an Edit button will appear at the bottom of the section. The following sections describe each part of the report and how to edit them, if applicable.

Subject Property Photo

Here you can adjust the google street view or upload a photo.

1. On the Google Street View, click the Upload Photo button ().
   
2. If you are on a smart device a pop-up will open with the following options:
   
   A. Take Photo: If you tap this option, your device’s camera will open, take a photo of the property, and select Use Photo or Retake to take another picture.
   B. Choose Existing will open your devices photo gallery. 
3.  Otherwise the file manager will open. Search for the photo, click on it, and click Open.
   
4. Once a photo is selected, it will display on the CMA if it meets requirements. If it is too small, you will receive a message indicating the requirements that the photo must meet.
   

EasyCMA Introduction

Next, is your introduction for your CMA which will explain the purpose and content of the report to your client. If you have already set up an introduction in your settings it will default here.

Edit Introduction

1. If you want to make changes or add an introduction, click Edit Introduction.
   
2. Make any changes or enter an introduction to your CMA for your client. There is a 1200-character limit which displays at the bottom of the page.
   
   
3. If you want to set your changes to be your new default, select the check box Set as default EasyCMA introduction.
4. Once you are done, click Save to save the introduction or click Close () to exit without saving.

Suggested Price

Easy CMA has automatically calculated a suggested price. Click Edit Price to change the Suggested Price and/or the Range.

You will need to adjust the price range if your new suggested price falls out side of the current range.

Property Details

Next is the Property Details you entered when adding the subject property. Click Edit Property if details need to be adjusted.

Comparable Properties

Here are all of the comps on the map and the comp cards we picked for the CMA. To view details on a comp, click on the comp card to view the ConnectView.

Adjustments and Notes

1. If there is an Adjustment, it will show to the right of the field that has been adjusted.
   
2. Click View Notes to see your notes about the adjustment (if there are notes). Click Close () to return to the report.
   
3. To edit the comparables, click Edit Comparables below the last comparable card.
   
4. When comps are updated, click Generate CMA again. The updated comps will appear and adjust the statistics as well. We recommend double-checking your Suggested Price to ensure it is still what you want it to be.

Viewing the comparables in side by side view

1. Click the Side by Side View tab.
   
2. The subject property will appear on the left and the comps will appear on the right. However, if you are on a small device, you will only see one comp at a time.
   

3. Click the Forward arrow ( ) to see the additional comps. 4. Click the Back arrow ( ) to go back to previous comps. 5. Click the Map View tab to return to the default view.

 

Comparable Pricing Summary

The Comparable Pricing Summary section provides key statistics for the comparables, including the highest and lowest property values, as well as the average sold price and average list price. This summary offers a quick overview of the pricing landscape for similar properties.

Comparable Statistics

The Comparable Statistics section provides a detailed breakdown of the comparables by status, presented with a doughnut graph for visual clarity. Each status category includes key metrics such as average list price, average sold price and percentage of sale price to list price. This analysis helps in understanding the market performance of comparable properties at a glance.

Agent Information and Office Logo, and Disclaimer

The report footer features your Agent Name, Photo, and contact details, along with your office logo, which can be customized in your settings. For instructions on editing these details, click here for more information. At the bottom of the report is a RECA approved disclaimer, which is required and cannot be edited. For additional details, please refer to this link.

You have now generated and viewed the CMA report. Next, we will show you how to email, text and print the CMA report.