The Jumpstart Series

Bite-sized video walkthroughs to take you from day one to power user in minutes.

Launch: Start a new report from the homepage using a property address or MLS number.
Visual Audit: View listing photos in a carousel.
No Listing? Use "More Results" to pull public tax records instead (note: these won't have photos).
Form Review: Double-check property specs before submitting. Manually fix errors, like adding a finished basement or removing an incorrect pool.
The Math: Submit the form to trigger the algorithm. It searches for 3 solds and 3 actives/pendings—starting tight (within 20% square footage, built within 5 years) and automatically expanding time (on market) and distance until it finds enough matching comps to create your initial CMA Report.
NEXT VIDEO - Customizing your report in the DASHBOARD,

Appraisal-Style Layout: How the platform organizes comps side-by-side like a traditional appraisal grid—displaying property features at the top, system or manual adjustments in the middle, and the final adjusted pricing on the bottom.
Color-Coded Statuses: How to instantly read listing statuses on the screen using color indicators: red for sold, green for active, and yellow for pending.
Property Overrides & Editing: How to change property details directly from the dashboard if data from the MLS is incorrect (such as missing basements or mismatched square footage).
Interactive Valuation Adjustments: How to click into photo galleries to audit property finishes (like kitchens and bathrooms) and manually apply custom dollar value overrides for condition or upgrades.
Dynamic Pricing Calculations: How to use the toggle feature to actively add or exclude individual comps from the live average price calculation, giving you instant math feedback.
Custom Grid Sorting: How to drag and rearrange the columns to change the order of the comps (e.g., placing your best target property in the "Comp Number 1" position).

Grid Layout & Color Codes: Displays comps side-by-side like an appraisal grid, using colors for instant status updates: red (sold), green (active), and yellow (pending).
Data Corrections: Allows you to fix incorrect MLS data (like missing basements or square footage) right from the screen.
Manual Value Overrides: Let's you view photo carousels to check finishes and type in custom dollar adjustments for property upgrades or condition.
Interactive Pricing: Toggles individual comps in and out of the calculation with a single click to instantly see how different combinations affect your average price.
Custom Column Views: Allows you to drag and drop rows or columns into your preferred order, locking your custom layout in place for future sessions.

You will learn how to

track quarter-over-quarter market trends,
run lease market analyses, and
audit specific rental listings to determine exactly what property condition is required to command top-tier lease pricing.

Overcoming Overpricing: How to use the months of inventory trend line to steer clients away from the "list high to negotiate down" trap and visually prove that aggressive, realistic pricing drives faster, higher-value sales.
Days on Market Evidence: How to leverage real case studies—such as properties selling immediately over list price versus homes sitting for two months and taking price cuts—to handle client objections and secure an immediate listing agreement.

You will learn how to send a dynamic digital report via text or email, or print a streamlined version tailored for open houses and client delivery.

Clients can click into the comps, explore the data, and see everything dynamically.

Edit Template

Here is a brief, simplified summary of what you will learn from this New Features video transcript:

The Tracking Wizard: How this tool monitors a sent report, tracks its marketing channel, alerts you when it is opened, and automatically logs it into your CRM or contacts if forwarded to someone new.
Home Value Lead Capture Widget: How to deploy a TCPA-compliant, double opt-in widget. You will learn how clients input their address, scan a QR code to request a valuation, and instantly drop into your CRM queue with a notification sent to your phone.
Frictionless Lead Fulfillment: How to open a property lead directly from the CRM, audit the system-generated comps, and release the finished report back to the consumer while logging their details for long-term marketing.
AI Talking Points: How to use the closed-loop, AI-powered narrative engine to turn your finished CMA data into a plain-language summary with a single click—perfect for prepping yourself before a meeting or attaching directly to the report for your clients.

LaunchPad