Outcome
A reviewed, ordered sales-comparable set with complete facts and accurate calculated summaries.
Navigation path
Document wizard > Sales Comparables
Access
A document that includes Sales Comparables
On this page
Before you start
Data, sources, and access to prepare
- Verified comparable research
- Sale price or list price
- Property facts and source date
- Optional JPEG, PNG, or WebP photo
Build a defensible comparable set
Comparable workflow
Enter source facts, verify normalized metrics, then control the presentation order.
Verified research
Source date and facts
Comparable form
Property, sale, and optional photo fields
Calculated metrics
Cap, price per unit, acre, key, or SF
Display order
Drag or keyboard reorder
Generated comp page
Final reader view
- Verified researchComparable form
- Comparable formCalculated metrics
- Calculated metricsDisplay order
- Display orderGenerated comp page
| Property data | Possible summary |
|---|---|
| Cap rate values | Average cap rate |
| Multifamily or unit-based count | Price per unit |
| Hospitality room count | Price per key |
| Land acreage already present | Price per acre |
| Commercial square feet | Price per SF |
| Sale years and active status | Closed-sale year range excludes active listings |
Complete the comparable record
| Field | Requirement | What it means | Format | Units | Save behavior | Downstream effect |
|---|---|---|---|---|---|---|
| Property Name and Address | Recommended | Identity and location shown in the comparable card. | Plain-text name and postal address | Not applicable | Saved when the Comparable form Save action succeeds. | Identifies the record on the comparable card, map context, and final Sales Comparables page. |
| Sale or List Price | Recommended | Transaction price for a closed sale or asking price for an active listing. | Currency amount | Currency | Saved when the Comparable form Save action succeeds. | Feeds price summaries and applicable price-per-SF, per-unit, per-key, or per-acre calculations. |
| Sale Date | Recommended | Closed-sale date, with a separate option to hide it. | Calendar date | Date | Saved with the comparable when Save succeeds; the separate visibility choice is saved with that record. | Places closed sales in the displayed year range unless hidden; Active listings remain outside that closed-sale range. |
| Active | Optional | Marks the record as an active listing rather than a closed sale. | On or off status | Not applicable | Saved when the Comparable form Save action succeeds. | Classifies the record as an active offering and excludes it from the closed-sale year range. |
| Cap Rate and NOI | Optional | Financial facts used in the comparable presentation. | Percentage and annual currency amount | Percent and currency per year | Saved when the Comparable form Save action succeeds. | Adds financial context and contributes to cap-rate summaries when enough valid values exist. |
| SF, Units, Rooms, Occupancy, or Unit Mix | Recommended | Property facts used by applicable normalized metrics. | Nonnegative numeric facts and property-specific inventory detail | Square feet, units, rooms, percent, or unit-mix counts | Saved when the Comparable form Save action succeeds. | Provides the denominator and context for applicable price-per-SF, per-unit, per-key, occupancy, or mix output. |
| Description | Optional | Concise comparable context. | Plain text up to 300 characters | Not applicable | Saved when the Comparable form Save action succeeds. | Adds reader-facing research context to the comparable card without changing summary calculations. |
| Photo | Optional | JPEG, PNG, or WebP image under 25 MB. | JPEG, PNG, or WebP file under 25 MB | File | Uploaded in the Comparable form and associated with the record when Save succeeds. | Displays the selected image on the comparable card and final comparable page. |
Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.
No standard spreadsheet import
The standard sales-comparable workflow is manual and does not provide a generic underwriting-workbook or comparable importer.
Add, order, and verify comparables
Sales comparable steps
- 1
Add a comparable
Sales Comparables toolbar
Select Add Comparable.
Expected result: A new comparable form opens.
If this does not happen: If research is incomplete, save source notes outside the guide and return when facts are verified.
- 2
Enter comparable identity
Comparable form
Enter the property identity and location.
Expected result: The form is ready for transaction facts.
If this does not happen: Confirm the selected property before adding economics.
- 3
Enter transaction facts
Comparable form
Enter price, sale date, cap rate, NOI, active status, and the applicable property facts.
Expected result: Calculated metrics update from the entered facts.
If this does not happen: If a normalized metric is missing, confirm both its price and denominator are present.
- 4
Add a description
Comparable form > Description
Enter a description within 300 characters.
Expected result: The form has concise narrative context.
If this does not happen: Shorten the description if it exceeds the limit.
- 5
Add a photo
Comparable form > Photo
Upload an optional supported image below 25 MB.
Expected result: The form shows the selected comparable image.
If this does not happen: Compress or convert an unsupported or oversized image before retrying.
- 6
Save the comparable
Comparable form footer
Select Add Comparable for a new record or Save Changes for an existing record.
Expected result: The card appears in the comparable list.
If this does not happen: Keep the form open if the request is processing.
- 7
Inspect the comparable
Comparable card list
Compare every displayed fact with the research source.
Expected result: The card appears with accurate facts.
If this does not happen: Select Edit and correct any discrepancy. The current form has no strong completeness gate.
- 8
Order the set
Comparable card list
Drag cards or use keyboard reordering to place the strongest presentation sequence first.
Expected result: The list and final page use the intended order.
If this does not happen: If dragging is difficult, use the available keyboard reorder controls.
- 9
Verify summaries and output
Sales Comparables summary, then Review & Customize
Review averages, per-unit metrics, closed-sale year range, and final cards.
Expected result: Summary metrics and page content match the saved set.
If this does not happen: Correct the underlying comp rather than manually adjusting a calculated average.
Resolve comparable issues
A closed-sale year range looks wrong
Likely cause: Active listings are intentionally excluded from the closed-sale year range.
- Verify Active status on every record.
- Correct records that were classified incorrectly.
Price per acre is unavailable for a new Land comp
Likely cause: The current comparable modal does not expose a Lot Size input even though acreage is used by summary calculations when present.
- Do not invent an acreage-based metric.
- Use verified valuation-range inputs in the BOV workflow when applicable.
- Escalate the missing acreage-entry need to product support.
Delete removed the wrong card
Likely cause: Comparable delete is confirmed but permanent within the current editing flow.
- Recreate the comparable from its verified source.
- Review the name and address carefully in future confirmation dialogs.
Comparable set approved
- Closed and active status correct
- Prices and dates sourced
- Property denominators present
- Calculated metrics reasonable
- Descriptions concise
- Order intentional
- Final page reviewed
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