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CoreLogic RP Data Professional | How to Produce a Signature CMA Report - YouTube
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Signature CMA is a new report available
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in RP Data Professional,
helping you create beautiful,
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modern, and customised reports to use
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for appraisals, listing
presentations and pre-listing kits.
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The Signature platform
gives you the flexibility
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to customise CMA reports, allowing you
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to tell your unique story in
your listing presentations.
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To generate a Signature CMA,
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click the Signature CMA report icon
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on the property tasks panel
in any property detail page
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in RP Data Professional.
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A new window will open
in the Signature platform
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with details on your target property.
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Here, you can edit your
target property details
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such as property type,
attributes, land area,
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and floor area if they're incorrect.
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You can also select which
image to use in your report.
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Simply click on the image displayed,
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scroll through to your preferred image,
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and select use in report.
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If you want to upload your own image,
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drag it into the add
new property image block
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or browse and follow the prompts.
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Once your image has finished uploading,
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it will appear in the image block above.
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Proceed through the
workflow of your report
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by clicking through the menu
bar at the top of your page,
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or by clicking the next step button
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in the bottom right of your screen.
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As you proceed, your changes
are automatically saved.
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The recent sales section allows you
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to find the most relevant comparable sales
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to include in your report.
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Use the refine your search box
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to filter results by property type,
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sale date, radius,
attributes, and sales price,
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and to restrict results to the
target property suburb only.
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To apply your filters, click
the update filters button.
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Select the properties you want
to include in your report.
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If you want to search
properties with new filters,
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all selected properties will remain
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and are conveniently grouped
to the top of your list.
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You can view recent sales or
listing results in two ways:
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list view or detail view.
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List view gives you a more concise view
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of each comparable property and allows you
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to see more properties at a glance.
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Clicking on a comparable
property will switch
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to the expanded detail view
where you can see images,
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the listing description
and property details.
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You also have the option to
view the property detail page
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in RP Data Professional.
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In the expanded view, you can scroll
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through the imagery
using the inline gallery.
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Click on the image for a larger view.
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For selected comparable properties,
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you can change the image
used in your final report.
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Simply scroll through
to your preferred image
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and click the use and report button.
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You can sort results by closest property,
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sale date, lowest sale
price or highest sale price.
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You can also add you own
specific comparable sale
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or listing to your report.
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Start typing the address in
the add comparable sale box,
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and click on the address
you want to include.
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Next, navigate to the
currently listed page
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and repeat the same process
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to add comparable listings to your report.
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The summary section is where
you can customise your report
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to tell your unique story.
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On the left menu you can
see the sections available
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to appear in your report.
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You can drag and drop
these to change the order
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and add or remove default sections
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by clicking the three dots followed
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by the minus or plus sign.
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One of the key benefits of
Signature is the ability
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to upload custom sections
and turn your CMA
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into a pre-listing kit.
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To add a section, drop your pdf
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into the add your own custom
section box on the left menu
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or click browse and follow the prompts.
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Whether it's a cover page, cover letter,
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testimonials, about your team
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or any document you find valuable,
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add customs sections to
supercharge your report.
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Any changes you make are immediately saved
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to your template and will flow through
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to future Signature CMA
reports you generate.
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On the right, all sections
of your report are listed.
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Click on the pencil to
update any section title.
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Simply type in the new
title and press enter.
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The summary section also allows you
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to enter an appraisal price or range
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as well as any descriptions or notes.
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If you don't want to use
these in your report,
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uncheck the check box.
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When you're happy with your report,
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proceed to the preview and finalise step
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to generate the pdf.
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Now you've generated your CMA.
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Print or download your report
and send to your clients.
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All CMA's you generate are
saved in our secure cloud
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for safe keeping
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making it easy for you to access previous
reports to download, review, or share.
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Access them any time from
the Signature dashboard.
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Keep your eyes open for
new features coming soon,
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including more branding
and cover page options,
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new sections and more.
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Don't forget, if you've got any feedback
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or suggestions please get
in touch via the light bulb
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within Signature.
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Find out how to get the most out
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of CoreLogic products
with more training options
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from CoreLogic Academy.
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