Boldleads

Get to know the basics with a few helpful tips and tricks along the way!

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Do I Have to Send a CMA?

The quick answer, Yes!

The default Funnel for Seller campaigns references a CMA report being sent to the leads that are captured.

The email set to send at one hour mentions that you are working on a Home Valuation Report.

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Then the third email sent after three days will ask what the leads thought of the Home Valuation Report.

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You will need to generate and send a CMA for every lead between the one hour email and three days email.

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To send CMAs automatically, you can integrate your BoldLeads account with CloudCMA or Market Snapshot.

Find out more about Market Snapshot here.

Find out more about CloudCMA here.

The Alternative option:

IMPORTANT!  This option is only available for US Agents.  US Agents can change the default Funnel to the Instant Value Funnel - US Only.  This Funnel does not reference a Home Valuation Report and rather talks about the instant valuations the lead received.

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