Sharing the package with your client

How to send your client their pre-listing package and what they will see.

The shareable link

Every GenieCMA™ package generates a permanent, public shareable link hosted on your domain. The link requires no login and works on any device. You can copy the link from the package summary page or share it directly via the Send button.

What the client sees

The client-facing package includes: your agency branding (name, logo, contact details), the subject property hero card, the comparable sales analysis, the pricing tier summary, the net proceeds table, and any agent notes you added.

Sending the link

Click Send Package on the package summary page. Enter your client's email address and optionally customise the message. The email is sent from your agency email address and includes a prominent button linking to the package.

Package persistence

The shareable link is permanent — it does not expire. If you update the package, the link automatically reflects the latest version. You do not need to re-send the link.

We replaced BoomTown and three other tools the week we went live. The MLS sync alone saved us four hours a day. Our agents were in the CRM on day one — there was nothing to learn.

TR
Taylor R. Team Lead · 12-agent residential team

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