CBA Training & Reference Guides

The Catylist platform serves 50+ markets, so we do not have full control over every change/enhancement that they make. However, we will continue to collect membership feedback and work with industry professionals to make sure Catylist provides valuable tools and features that are scalable across all their membership partnerships.

Phase 1 includes the ability to search our listings database, create saved lists, save search criteria, and set up email alerts for new listings on the market. You also can create property and listings reports, which includes the new demographic and retailer reporting. Please see our Search Listings How-To- Guide Search Listings PDF for visual step-by-step instructions.

Phase 2 will include all listing management, including adding and editing listings, image and flyer uploads, and custom listing management. Phase 2 will also allow users to send Broadcast Emails from Catylist and post Haves/Wants.
Phase 3 will include searching for Business Opportunities and purchasing and searching Apartment CMA sales.

You will receive notice from us 30 days prior to launch. Since we have launched Phase 1, our sole focus remains on getting all our membership to Phase 2, but at this time we do not have a complete timeline. We are still in development on Phase 2 to make sure you have everything you need for listings management.

Business Opportunities and Apartment CMA sales are scheduled for Phase 3. These functions are new to the Catylist platform, so until they are developed and released, you will still have access to them as you do now on the CBA site.

Because 80 percent of our member activity on the site is search-based, we opted to do a phased rollout so that you are able to use the search functionality as soon as possible.
Phase 2 has a later release date so that we can ensure that all the data fields and capabilities that you have come to expect as CBA members are available.

The status “Hold” will not be available in the Catylist platform; however, “Private” is a similar status with a few enhancements. In the Catylist system, you can mark a listing as private until you are ready for the entire membership to see it. But it is important to note that no one will be able to view listings marked as private until you as the owner change the settings. Please note that this includes CBA staff; you will be the only person to see this listing.
This feature can also be beneficial for CMA reporting. For example: If you need to create a listing report for a CMA, but it is not already in the system because the sale doesn’t meet CBA’s in-house research requirements, you can use this private status feature to do that.

Within the Catylist platform, you can broadcast your listings and post any needs and wants to the CBA membership. Utilize the “My Profile” option within Catylist to set your preferences. You have full control over what you chose to receive and not receive. CBA will continue to limit the number of times one listing goes out so the system is fair and equitable, but you have full control of the messages you choose to receive and can block specific users if you no longer want to receive emails from them.

Listings inputted on the CBA website will show on the Catylist-powered search platform on the same day.

Admins will need to click on "My Company,” choose a broker, and then click to login as that person.

Click on the “Location” box in the top left-hand corner, and then start typing “CBA” in that box. The list of CBA market areas will populate from there.

Due to the improved and robust information provided, the number of properties/listings you have will affect which reports are available to you. Here are the following size limitations for each report type:
Listings on saved My List: 250 maximum
Flyers: 25 flyers maximum
Reports
For 50 or fewer properties/listings, members will have access to:
Both Excel reports
Google Earth
Cover page, one-liner, biography, summary, summary with space, CBA
brochure, listing brochure, listing brochure - detailed, property brochure, 4- up comparison, peer comparison chart, map, aerial, map (vertical)
Over 50 properties, members will only have access to:
Both Excel reports
Cover page, one-liner, biography, summary, summary with space
Over 100 properties, members will only have access to:
Both Excel reports
Cover page, one-liner, biography
Over 250 properties: Limits reached, must remove some

To search for CMAs/Researched sales comparables on Catylist, you must check both the “Sold” field located under the “Type” menu and “Fully Researched” located under the “More” menu. If you just want to search for broker listings that have a sold status but have not been researched or verified, you must only check the “Sold” option.

For Sale listings, in most cases, you will want to use Property/Building type. For lease listings, in most cases, you will want to use Space Type. For CMAs, use space type as well for more accurate results, as the use of the CMA at the time of sale might be different than the building's current use/build-out. Example: Currently a High Tech/Flex building but was purely used as Industrial at the time of sale.

As long as you have a current data-download agreement, then your API will not be affected by the transition to our new platform