Learn how to create and edit Sale and Lease Comparables to include in your documents.
If you'd like to skip ahead to a specific section, you can jump to the following times to learn about:
Creating new Comps (00:19)
- Navigating to the Comps tab and choosing sale or lease comps
- Selecting the ‘New Comp’ button to open the Comps Edit Form
- Filling out the data, similar to the Property Edit Form
Including Comps in your documents (03:00)
- Navigate to a property and create a document
- Scroll down to the Comps, Comps Map, and Comps Summary pages
- Select ‘Edit Comps’ gear in the blue page bar
- Select ‘Add another comp’ to open the Sale or Rent Comps interface to select the comps to display
- Click ‘I’m done adding comps’ and then ‘Done Editing’ to update the comps pages with your selections
- Use the options on the pages to display different content for the comps, like Unit Mixes
Using multiple Comp groups (06:45)
- In the ‘Select Comps’ interface, click the ‘Add another comp group’ button
- Use the two groups to select different comps to group together
- Select ‘Done Editing’ to return to the document pages
- Pull up a new version of the Sale or Rent Comps page to see the new group
- Rename the pages as needed to indicate which group is displaying: On Market, Sold, etc
- Note that individual users can access only the comps they create unless permissions are added to access other users comps
Download a CSV file of all Comps (08:30)
- Navigate to the Comps tab
- Type ‘.csv’ at the end of the page URL to automatically download a csv of either the Sale or Lease Comps
