Customizing Your CMA

Customizing Your CMA

After filling out the CMA worksheet, you can modify its appearance in the Customize Report tab.

You can easily change key property along with your personal information that is used throughout the CMA by clicking the Edit Global CMA Data link at the top. 

By filling out a section in your client’s CMA worksheet, it will automatically be included in your final CMA Report. To exclude a section from your CMA, uncheck the box next to the section’s name.

To customize or edit the appearance of information or the information itself in a particular section, click the pencil icon next to the name.

When editing your CMA, note that you can add charts to the Comparables Summary and the Side by Side Reports.

  1. Click the Pencil icon next to Comparables Summary and/or Side by Side Reports.
  2. Select which charts and tables you would like to be displayed. 

Note: When experimenting with these options, use the Preview this section link.

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