Opening GenieCMA™
Go to Property Intelligence in the CRM navigation and click New CMA Package. The 6-step wizard opens immediately.
Step 1 — Property & Lead
Enter the subject property address. GenieCMA™ will look up the property details automatically. Optionally link the package to an existing lead in GenieCRM™ so it appears on their record.
Step 2 — Set Filters
Set the comp search criteria: radius from subject property, bedroom range, bathroom range, property type, and the date range for sold comps.
Step 3 — Review Sold Comps
Review the sold comparable listings returned by your MLS data. Toggle each comp on or off using the Include/Exclude switch. The selected comps feed directly into the pricing analysis.
Step 4 — Pending & Active
Review pending and active listings — properties under contract and currently competing listings. These help your client understand the market context.
Step 5 — Pricing & Proceeds
Review the three auto-calculated pricing tiers and the net proceeds table. Adjust any values manually as needed.
Step 6 — Generate & Share
Add any agent notes, then click Generate Package. The shareable client link is created instantly and the package is ready to send.
