--- title: "Edit CMA" slug: "edit-cma" updated: 2026-10-02T20:18:40Z published: 2026-10-02T20:18:40Z canonical: "docs.cotality.com/edit-cma" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Edit CMA ### Edit CMA The **Edit CMA** feature provides a centralized workspace to refine and customize every aspect of your report. Across six dedicated sections - CMA Details, Subject, Map, Comparison, Property Full, and Summary — you can adjust report metadata, update property attributes, manage comparable listings, perform side-by-side price adjustments, and review valuation distributions on an interactive visual scale. From the Matrix™ navigation menu, hover "My Matrix" then select "CMA Manager". Click [here](/docs/edit-cma#) to view the CMA Manager navigation image. ![My Matrix menu expanded highlighting CMA Manager.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_06.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Choose a CMA that you'd like to edit. Each row on the CMA Dashboard represents a specific CMA - including an "edit" option and an ellipsis tool with additional CMA actions. Click [here](/docs/edit-cma#) to view the CMA Manager main page image. ![Overview of the CMA Manager dashboard and management tools.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_01.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) From the CMA row, select the Quick “edit” icon. ![Quick edit pencil icon.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_13.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Alternatively, you can select "Edit" from the CMA row's ellipsis options. #### CMA Details The **CMA Details** tab allows you to configure essential report settings, including naming the CMA for easy identification, customizing the cover photo, updating client contact assignments, attaching private reference notes, and managing public remarks. Click [here](/docs/edit-cma#) to view the CMA Details image. ![CMA Details interface screen.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_14.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the chevron to access—and modify—the CMA Details. ![Chevron access icon.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_15.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | Feature | Description | | --- | --- | | **Name** | Edits the customized title used to identify the CMA report. | | **Cover Photo** | Allows you to select **Change** to upload a custom cover photo. Deleting your uploaded image will automatically default to the original Cover Photo. | | **Contact** | Updates the client or contact assigned to this CMA report. | | **Personal Note** | Adds or edits private notes attached to the report. Personal notes are not visible within the final CMA. | | **Public Remarks** | Displays the listing's public remarks. From the navigation tab, select **Subject** to include a custom Public Remarks field in this CMA. | #### Subject The **Subject** tab enables you to edit key attributes of the subject property, refine its map pin placement, and customize or save default property fields to ensure accurate presentation throughout the CMA report. Click [here](/docs/edit-cma#) to view the Subject tab image. ![Subject tab editing screen.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_16.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the **Subject** tab. ![Subject tab selection.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_17.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Fill in **default fields** that define the Subject Property. Select the **Reset Pin** button to reposition the location pin on the map. ![Reset Pin button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_18.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Using your mouse pointer, simply click where the pin should appear. Fill in **custom fields** that define the Subject Property. ``` Add any custom fields that aren't included in the default form. ``` ![Custom fields section.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_19.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Choose from currently available system fields (select dropdown arrow) or add your own field. Select the **Save Custom Fields as Default** link to set the current custom fields as the default. #### Map (Manage Comparables) The **Map** tab provides an interactive geographical view to evaluate, reorder, search for, and manage comparable properties relative to your subject property. Click [here](/docs/edit-cma#) to view the Map tab image. ![Map tab interface with comparable listings.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_20.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the **Map** tab. ![Map tab selection.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_21.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) **Current Comparables** | Feature | Description | | --- | --- | | **Reorder** | Select a Comparable Property’s handle to drag and drop it into a new position on the list. ![Reorder drag handle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_22.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) The Comparables list order determines the sequence in which they appear in the CMA Report. | | **Remove** | Select an “x” icon to delete this Comparable. ![Remove comparable x icon.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_23.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Find More Comps** | Opens search controls to locate additional comparable properties across the system. ![Find More Comps button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_24.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | **Find More Comps** | Feature | Description | | --- | --- | | **Select Checkbox** | Choose specific comparable properties to include in the CMA. ![Select property checkbox.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_25.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **+ Add Selected To CMA (x)** | Adds selected properties to the CMA report, where "x" indicates the remaining number of properties you can add. ![Add Selected To CMA button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_26.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Carts** | Adds comparable properties from an existing cart or lets you enter search criteria to generate new property results. ![Carts option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_27.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Cancel** | Cancels the current operation and returns to the main CMA editing screen. ![Cancel operation button.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_28.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | #### Comparison The **Comparison** tab provides a side-by-side view to analyze, adjust, and compare property features between the Subject Property and selected Comparable Properties. Click [here](/docs/edit-cma#) to view the Comparison tab image. ![Side-by-side comparison matrix.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_29.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the Comparison tab. ![Comparison tab selection.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_30.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | Feature | Description | | --- | --- | | **Edit Fields** | Selects which property fields to display when comparing the Subject Property with Comparable Properties. ![Edit Fields option.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_31.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) This feature is not available in "Photos View" mode or while "Make Adjustments" is enabled. | | **Make Adjustments** | Opens price adjustment options to manually or automatically adjust valuation based on specific feature values. ![Make Adjustments toggle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_32.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Enter a feature's value in the "Feature Value" textbox to automatically adjust the value for each Comparable Property (available in Horizontal View). Highlighted prices represent manual overrides. Price adjustments are not available in "Photos View" mode. Select the "Reset" link to clear all custom values. | | **Vertical View** | Displays comparison data in a vertical column orientation. ![Vertical View layout toggle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_33.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select a Comparable Property's "x" icon to delete the property. | | **Horizontal View** | Displays comparison data in a horizontal row orientation. ![Horizontal View layout toggle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_34.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Photos View** | Displays side-by-side photo thumbnails of the Subject Property and Comparable Properties arranged horizontally. ![Photos View layout toggle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_35.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select an image tag (e.g., Kitchen/Dining, Bedrooms) to filter photos containing that feature. Price adjustments are not available in "Photos View" mode. Select a Comparable Property's "x" icon to delete the property. | #### Property Full The **Property Full** tab provides complete listing data and detailed views for each property included in the CMA. Click [here](/docs/edit-cma#) to view the Property Full tab image. ![Side-by-side comparison matrix.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_36.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the Property Full tab. ![Property Full tab selection.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_37.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | Feature | Description | | --- | --- | | **Property Navigation** | Select a Comparable Property from the side list to view its full details. Optionally, use the forward/back arrows in the header to step through each Comparable Property. | | **Reorder** | Select a Comparable Property’s handle to drag and drop it into a new position on the list. ![Reorder drag handle.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_22.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) The Comparables list order determines the sequence in which they appear in the CMA Report. | | **Remove** | Select an “x” icon to delete this Comparable. ![Remove comparable x icon.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_23.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Listing Attributes Tabs** | Select specific sub-tabs (e.g., Listing, Tax, Photos, History, Parcel Map) to view detailed property information. | #### Summary The **Summary** tab plots comparable properties along an interactive **visual scale**, allowing you to quickly analyze where properties fall relative to key metrics and adjust viewing controls. Click [here](/docs/edit-cma#) to view the Summary tab image. ![Summary tab visual scale interface.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_38.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Select the Summary tab. ![Summary tab selection.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_39.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | Summary Metric | Description | | --- | --- | | **Pricing** | Displays comparable properties along a price scale to analyze valuation distribution. ![Pricing scale view.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_40.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Set a price for the Subject Property in the CMA Details section to display the Subject Property on the scale. | | **Square Footage** | Plots comparable properties along a scale based on total square footage. ![Square Footage scale view.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_41.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Price/SqFt** | Plots comparable properties based on their calculated price per square foot. ![Price per square foot scale view.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_42.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) Set a price for the Subject Property in the CMA Details section to display the Subject Property on the scale. | | Toolbar Control | Description | | --- | --- | | **Zoom Out / Zoom In** | Adjusts the magnification level of the scale to expand or condense the visible range. ![Zoom controls.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_43.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Small / Medium / Large Cards** | Toggles the card display size for comparable properties along the scale between compact, balanced, or expanded detail views. ![Card size toggle controls.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_44.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | | **Filter** | Filters the visible properties on the scale by listing status (e.g., Active, Closed, Expired). ![Filter visible properties.](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/cma-manager_45.png?sv=2026-02-06&spr=https&st=2026-11-06T00%3A39%3A39Z&se=2026-11-06T01%3A39%3A39Z&sr=c&sp=r&sig=vfy%2FHFJV2CXIXvoUSwVLqrfaxB9AF7KeUgyKT%2BBYmQI%3D) | Select a Comparable Property's "x" icon directly on its card to delete it from the CMA. Drag the horizontal scrollbar to view properties that extend beyond the screen.