Resource preview
100%
Home Equity Report and CMA Packet — preview 1

Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.

Home Equity Report and CMA Packet — preview 2
Preview 2 of 3
Home Equity Report and CMA Packet — preview 3
Preview 3 of 3
The details, before you decide

A closer look.

Inside the resource

What’s inside

  1. Client cover and explanation of the report
  2. Subject-property facts and a dated estimated-value range
  3. Closed-sale comparison table and adjustment-evidence prompts
  4. Separate active and pending listing tables
  5. Local market context with period, source and sample definitions
  6. Manual lower- and upper-value equity scenarios
  7. Next-action record, official reference links and use permission
You receive

Files to edit, read and keep

DOCX

Editable Word

Editable Word file

PDF

PDF

Read, print or annotate

  • A 8-page editable Microsoft Word DOCX master
  • A matching 8-page US Letter PDF
How to use

From download to ready to use

Keep an unchanged master, create a working copy and follow the instructions included with this resource.

    Formats & scope

    Know exactly what you’re getting

    Included

    • Editable Word
    • PDF

    Not included

    • A physical product or shipping
    • An Excel spreadsheet
    • A Canva template
    • Interactive PDF form fields

    Scope

    General U.S. communication and planning template for real estate professionals to customize within their permitted role. It is not an appraisal, listing contract, required disclosure, title opinion, settlement statement, or legal, tax or financial advice. State and local requirements, brokerage policies and signed agreements control. No market data, automated valuation or appraisal is supplied. The manual equity estimate is distinct from cash received after a sale and does not establish a borrowing amount, taxable gain or investment return.

    Customization

    Save a Word copy for each client. Add your accurate branding and required disclosures; complete tables with verified facts and dated sources. Leave unknown amounts marked Unknown. Review within your professional role, remove unused placeholders and export the client PDF. The simple navy-and-white layout is designed for reading and printing.

    Format

    Editable Word DOCX with a matching US Letter PDF. Type into the Word tables and spaces or print the PDF to write by hand. There are no interactive form controls, automatic calculations or external data connections. Other editors may change the layout; check your exported client copy. No Canva template or Excel workbook is included.

    Free by email

    New guides and checklists, when they're ready

    Plain-English help for inherited homes, divorce, downsizing, land and selling. No spam, and you can unsubscribe any time.

    Thank you. Your signup has been received.

    We only use your email to send these updates. Privacy policy