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Generate Branded Comparative Market Analysis (CMA) Reports with Mel

Updated this week

Generate professional Comparative Market Analysis (CMA) reports in seconds with Mel, your AI assistant. This powerful feature allows you to quickly create detailed property analyses and deliver polished PDF reports to your clients without the time-consuming manual work traditionally required.

Key Benefits

  • Save Hours of Work: Generate comprehensive CMA reports in seconds instead of hours

  • Deliver Professional Analysis: Provide clients with detailed, data-driven property evaluations

  • Enhance Client Presentations: Use polished, branded PDFs for listing presentations

  • Make Data-Backed Decisions: Access accurate market comparisons and pricing insights

  • Streamline Client Communications: Easily schedule follow-up meetings to discuss findings


How to Generate a CMA Report

Method 1: For Your Listings

  1. Ask Mel Directly:

    • Simply say: "Mel, create a CMA report for [property address]"

    • Or type: "Generate a CMA for my listing at [property address]"

  2. Review the Report:

    • Mel will gather relevant market data and comparable properties

    • A comprehensive analysis will be generated automatically

    • You'll receive a notification when your report is ready

  3. Access and Share:

    • View the generated PDF directly in your dashboard

    • Download the report for offline use

    • Share with clients via email or your client portal

Method 2: For Properties in the Area

  1. Request Area Properties:

    • Ask Mel: "Show me properties for sale in [neighborhood/area]"

    • Mel will display a list of current listings in that area

  2. Select and Generate CMA:

    • Identify the specific property you're interested in

    • Say: "Generate a CMA report for [selected property address]"

  3. Receive Detailed Analysis:

    • Mel will create a comprehensive CMA based on the selected property

    • The report will include comparable properties and market insights

What's Included in the CMA Report

Your AI-generated CMA report includes:

  • Property Valuation: Estimated market value with confidence score

  • Comparable Properties: Detailed analysis of similar properties in the area

  • Market Trends: Recent sales data and pricing trends for the neighborhood

  • Property Details: Comprehensive information about the subject property

  • Visual Elements: Charts, graphs, and images to enhance understanding

  • Pricing Recommendations: Data-backed suggestions for listing price

  • Your Branding: Professional presentation with your logo and contact information

Scheduling Client Meetings

After generating a CMA report, you can seamlessly schedule a meeting to discuss it with your client:

  1. Request Meeting Setup:

    • Tell Mel: "Schedule a meeting with [client name] to discuss this CMA report"

    • Or: "Set up a presentation for this property analysis with [client name]"

  2. Specify Meeting Details:

    • Mel will prompt you for preferred dates, times, and meeting format

    • Choose between in-person, video call, or phone meeting options

  3. Send Invitations:

    • Mel will create calendar invitations with all relevant details

    • Your client will receive a professional meeting request with the CMA report attached

    • Both you and your client will get reminders as the meeting approaches

Send the created CMA to your Client(s)

After generating a CMA report, you can send it over to a client in your database by asking Mel:

  • "Please send this CMA to [name]"

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