Real estate agents generate Signature Comparative Market Analysis (CMA) reports to provide current information about the local market conditions for your ‘target property’. These reports, also known as property appraisals, can be shared with:
- property sellers to help set expectations around sale price
- property buyers to justify a property’s listed price by showing comparable listings and sales in the area.
Launching the report
You can launch a Signature CMA report from three locations:
- the Activities panel on the homepage
- a property panel in the list of search results on a Property Search page
- the Property Tasks panel on a Property Details page.
Image 1: Options for launching a Signature CMA report
If you launch the report from a Property Search page or Property Details page, the CoreLogic Signature tool will open in a new browser tab.
If you launch the Signature CMA report from the homepage, it opens the Signature portal in a new browser tab. This screen shows a list of all your previous Signature CMA reports, so you can edit or download reports you’ve run previously.
Type the address of your target property into the Search bar and click the Create button to launch the CoreLogic Signature tool.
Image 2: Signature portal
Updating property details
In the Signature tool, the Property Details panel appears at the top of the page. This panel shows the address and any available images of your target property. You can click the left and right arrows on the images image to move through the image carousel.
The Property Details panel also shows information such as:
- the owner’s name (if available)
- the price and date last sold
- an estimated value
- attributes including land and floor area, and the number of bedrooms, bathrooms and car spaces.
If you need to update any of these attributes for the target property, click Data Update at the right of the Property Details panel. This opens a pop-window, where you can update the attributes or upload additional images of the target property.
In the pop-window, the Update CoreLogic checkbox is ticked by default. Only untick this box if you’re just updating any of the data for the purposes of your report.
To exit the pop-up window, click Save & Close or Cancel.
Image 3: Data update window
Navigating the Signature tool
Above the Property Details panel is a row of navigation tabs:
- Comparable Sales
- Comparable Listings
- Customise Report
- Final Preview.
You can click the tabs to move between them, but it’s better to finish building each stage of your report before moving to the next tab. When you’ve completed one tab, you can click the Next button at the bottom right of the screen to move to the next tab.
Image 4: Navigation tabs
At the bottom left of the screen on the Comparable Sales tab is the Report History button. Click this to go to the Signature portal. Here you can see a list of your previous Signature CMA reports or type an address into the Search bar to generate a new report.
Image 5: Report History and Next buttons
When you move from the Comparable Sales tab to the other tabs, the Report History button changes to the Back button. You can click this to return to the previous tab.
Setting property search criteria
Comparable Sales tab
This is where you can search for properties near your target property and compare their sales histories.
Below the Property Details panel are the:
- Refine your search panel
- Selected Comparable Sales panel
- Search Results
Image 6: Comparable Sales tab
You can also filter your search results by changing the criteria in the Refine your search panel. Options include:
- Property type – By default, properties listed in your search results will match the property type of your target property. You can add other property types to your search criteria from the drop-down menu, or remove a property type by clicking the X.
- Radius – Use the drop-down menu to adjust the radius from the target property that your search covers. To only search for properties in the same suburb as the target property, click the Target suburb checkbox.
- Sold within – Choose a time period from the drop-down menu or tick the Custom date checkbox to set a date range for your search. In the From Date and To Date fields, you can either type the years or click the Calendar icons to select the years for your date range.
- Land size – To only search for properties within a certain size range, type the minimum and maximum values into the relevant fields and select m2 or ha from the drop-down menu.
- Price min/Price max – To only search for properties with a certain price range, type the minimum and maximum values into the relevant fields.
- Attributes – Adjusting the three sliders changes your search results to only show properties with the selected number of bedrooms, bathrooms or car spaces. On each slider, you can click a specific number or drag the end points of the slider to set a range. For example, you might want your search to only include 3-bedroom properties with 2–4 bathrooms and any number of car spaces.
Once you’re happy with your adjustments, click the Update Filters button. This will refresh your list of search results.
Note: If you apply too many filters, it can greatly limit your search results. Instead, start with a broad search and then adjust your filters gradually to narrow your results. It’s also a good idea to leave the range of car spaces as 0–6+.
Image 7: Adjusting search filters
Comparable Listings tab
This layout of this tab is almost identical to the Comparable Sales tab, except that it includes a Selected Comparable Listings panel rather than a Selected Comparable Sales panel.
The only other difference is in the Show only current listings checkbox in the Refine your search panel. This is unticked by default – by leaving it unticked, your search will include properties that may not have sold but were withdrawn from the market. Ticking this box will only search for properties that are currently listed.
Selecting comparable properties
On the Comparable Sales tab or the Comparable Listings tab, your search results show a default list of 20 properties. Click the Load More button at the bottom left of the list to display a further 20 properties.
By default, your search results are listed by Closest property (based on proximity to your target property). Click the Sort by menu at the top right of the list if you prefer the search results to be sorted by Address, Sale date, Lowest sale price or Highest sale price.
Image 8: Sorting search results
Tailoring your shortlist
Tick a property’s checkbox if you want to compare it against your target property. This will add the property to your shortlist in the Selected Comparable Sales or Selected Comparable Listings panel.
This panel shows a list view of your shortlisted properties, each with its own Property Details field. To show images and additional data for each property in your shortlist, click Expand All at the top right of the list. To return to the list view, click Collapse All.
You may want to add a specific property to your shortlist that hasn’t appeared in your search results – perhaps because it doesn’t fit within the parameters of any filters you’ve applied. To do this, type the address in the Add Comparable Listing or Add Comparable Sale search bar at the top right of your shortlist. As you start typing, predictive text will display possible matches in a drop-down menu. Click the correct address to add it to your shortlist.
To remove a property from your shortlist, click the Trash icon at the right of the relevant Property Details field. To delete all properties from your shortlist, click Remove All Properties at the top left of the list.
Image 9: Property Details field
Every property in your shortlist is assigned a number, which appears to the left of the address in each Property Details field. When viewing your Signature CMA report, this number can help you identify the property’s location on the location of the property on the Comparable Sale and Comparable Listings maps.
Each property in your shortlist features a carousel of available images. In most cases, these will include a Google Street View and a Google Maps aerial image. You can also upload additional images from your files – click the Left or Right arrow on the image carousel until the Upload Image button appears, then click the button to browse your files.
Every Property Details field has a checkbox in the Featured column. Tick this box to change how that property is displayed in your Signature CMA report – each featured property will have its own comparison page. Each time you tick or untick this checkbox, the property moves up or down in your shortlist.
In your Signature CMA report, you may want to highlight properties that closely compare to the target property. Click Expand All to expand the Property Details fields for each property in your shortlist. Type your notes for that property into the Notes field. You can also change the notes heading from the default suggestion: Notes from your agent.
Image 10: Tailoring details of shortlisted properties
Customising your report
On the Customise Report tab, there are various ways to change the design of your report. Any changes you make will be applied to your next report.
AS you scroll down, you can preview each section of your report. Wherever you see the Pencil icon, you can click that field to edit or add text.
The Report Sections panel on the left of the screen features a list of content buttons, each with a checkbox. You can tick or untick these to decide which information will be included in your report.
To reorder the contents, hover over one of the buttons until a 4-way arrow appears then click and drag it up or down.
You can also include additional documents to your report. Below the contents list is the Add your own custom section field. You can drag and drop a PDF document into this field or click Browse to locate the document in your files.
Image 11: List of content buttons
Use the Report Style panel to apply your company’s brand colour to the report. Click the Select Colour button and type the colour’s HEX code into the search bar at the bottom. Alternatively, you can choose from a selection of pre-set colours.
Image 12: Choosing a report colour
Click the Edit Image button to change the image on your report’s cover page. This opens a pop-window featuring a selection of ‘lifestyle’ stock images. Click the Property button at the top right to switch to a selection of available images of your target property. Click the Lifestyle button to revert to the selection of stock images.
You can also upload an image to use on the cover page – click Add Image to browse your files. If you prefer not to show any image at all on the cover page, click the No Image button.
When you select an image, the Preview panel will update. Click and drag the slider below the Preview panel to zoom in or out on the image. You can also click and drag the image itself to reposition it slightly if needed.
Image 13: Cover image options and preview panel
Once you’re happy with your image selection, click Save to close the window.
By default, your cover page will include information such as the address of your target property and your name, company and contact details. Click the Edit Details button to open a pop-up window where you can modify any details. To remove a detail entirely, untick the relevant checkbox.
Image 14: Updating details for cover page
When you’ve finished making your changes, click Save. Your changes will be saved to a template and will be applied to your future reports.
Image 15: Report changes saved
This shows images, attributes and sales history information for your target property. Click the Title field to edit the page title.
Image 16: Target property title field
To change which of the property’s available images appear in your report, click the Left or Right arrow to scroll through the image carousel. If you want to upload a new image of the property, continue scrolling until the Upload Image button appears. Click the button to browse your files.
You can also write a Profile Blurb to introduce yourself.
Image 17: Property Blurb field
These show the location of your property in relation to the other properties you’ve shortlisted. You can identify each property by its assigned number.
At the bottom of the Comparable Sales and Comparable Listings map is a list of the properties shown on the map, with their assigned number, address and some property attributes.
Click and drag the map to reposition it, or use the Plus and Minus buttons to zoom in or out.
Image 18: Comparable Sales map
You can edit the titles of the Comparable Sales and Comparable Listings sections. For each property, you can also:
- add details about the property into the Notes from your agent field
- choose which of the property’s available images will appear in your report by clicking the Left or Right arrow on the image carousel
- upload additional images – scroll the image carousel until the Upload Image button appears, then click the button to browse your files
- tick the Feature this comparable checkbox to make it a feature property with its own page in the report
- click the Trash icon to remove the property from the report.
Image 19: Comparable Sales property field
This features statistics about your target property’s suburb. It has three sections::
- Demographic – featuring a suburb map with information about the suburb and a household breakdown
- Local Schools - A map showing the location and information about local schools.
- Recent Market Trends – showing trends over the last 12 months
- Long Term Market Trends – showing trends over the last 20 years.
You can change the title of each section or untick the relevant checkbox to remove that section from your final report.
Image 20: Options for suburb profile
In this section, you can:
- change the section title
- scroll through the image carousel to change the featured images or upload new images from your files
- add an appraisal price range by either typing it into the field or clicking Copy to report in the CoreLogic valuation estimate box to auto-populate the field – you can also untick the checkbox to remove this detail from your final report
- add Notes from your agent, or untick this checkbox to remove this section from your final report.
Image 21: Summary panel
You can promote your previous successes by uploading testimonials from your clients. By default, the Testimonials button in the Report Sections list is unticked. Tick the checkbox to add a Testimonials section to your report.
When the checkbox is checked, any testimonials you add to this report will automatically be saved to a template and included in future reports.
In the Testimonials section you can:
- change the section title
- upload a property image
- add your client’s testimonial
- add your client’s name
- add the month and year of the testimonial.
If you leave any of these fields blank, the blank section won’t appear in the published testimonial.
Click Save to add the testimonial to your report. This will also refresh the Testimonials section so you can add another client testimonial if you wish.
Image 22: Testimonials panel
Finalising your report
When you’ve finished customising your report, click the Next button or Final Preview tab. This will generate a draft report for you to review.
If you need to make any changes, click the Back button at the bottom of the screen and continue editing your report.
Once you’re happy with the draft, click Download PDF or Open PDF in the Final Preview tab at the bottom of the screen.
Image 23: Download PDF and Open PDF buttons