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Instant Valuation vs. CloudCMA vs. Market Snapshot

A Comparative Market Analysis (CMA) is an important part of the home selling process. All seller leads will require a CMA be sent.

Boldleads offers three options to automatically send a CMA. (If it's not sent automatically, you have to send it manually to all Seller Leads.)

  1. Instant Valuation
  2. CloudCMA
  3. Market Snapshot

So, which one is better? There is no finite answer. All three CMA automation tools will successfully send CMAs to your seller leads. Choosing one over the other really depends on the experience you want to provide your leads.

Some agents prefer to give the valuation instantly while other agents feel that offering an immediate value would deter the lead from picking up the phone and prefer to send the valuation after the lead has engaged in a conversation.  

The chart below provides a comparison between the Instant Valuation (for U.S. clients), CloudCMA, and Market Snapshot. We've also linked several sample reports.

You can read more about our CMA options in this help article.

 

 

Instant Valuation Template/Funnel (Zillow)

CloudCMA

Market Snapshot

CMA Sent

Nothing is sent

The value range is shown on the last page of the landing page series.

 

This setup is ONLY available to US agents with a Seller Campaign

 

Set up to be sent automatically between the 2nd and 3rd email in the Home Valuation Follow Up funnel

Set up to be sent automatically between the 2nd and 3rd email in the Home Valuation Follow Up funnel

CMA Report Feature

Low, Medium, and High Values

 

10 comps in the area

Does not show estimate values

 

Large report. Can be 50+ page pdf

 

Pictures and information about comps in the area

 

Minimum of 10 listings as a default

 

Residential property type by default

 

Generated based on: Distance from subject property

=6 months back for off market listing

Shows value based on the homes with similar size, beds, and bath

 

2-page report

Customize

Funnel emails can be edited

Limited customizations can be set from the client’s CloudCMA account.

 

Emails with report can be customized via BL acct

Market snapshots can't be customized, nor can the emails that send with them.

Recurring

Not Recommended if sent beyond 60 days of lead capture date.

 

Value will not be updated.

 

New email will need to be created inside the funnel.  Add merge code for values inside the email [ZESTIMATE]

Can be set up to be resent every 30, 60 or 90 days from SETTINGS> CloudCMA

Default to send out every 2 weeks.

 

Can be changed from Market Snapshot account.

Sample report

http://phillyhomevalues2.boldleads.com/

http://reports.cloudcma.com/6307130f00ee0d3d63efcde0df75bb7a.pdf?1406657450

http://m-s.topmarketer.net/dashboard.html?cnsmr=False&Sample=1

Cost

Free - Boldleads has Zillow API numbers and new US agents are set up automatically with this landing page.

 

$20.00 a month if signed up through the Boldleads dashboard.  

 

Settings >CloudCMA

15% discount if signed up through the Boldleads dashboard.  

 

Settings >Market Snapshot

Areas available

Only Available to US agents

Click on this link to see if CloudCMA works in your area:

 

https://cloudcma.com/signup/plans/BOLD_LEADS

Click on this link to see if Market Snapshot works in your area:

 

https://www.topproducer.com/onlinestore/catalogue.aspx

Data Recorded

See example below

The low-medium-high range is recorded in two areas of the lead’s detail view:  

 

Lead’s detail view in the left-hand column

 

Lead’s timeline will display a hot link

The link to the pdf is recorded:

 

Lead’s detail view in the left-hand column

 

Lead’s timeline will display a hot link

 

The link to the pdf is recorded:

 

Lead’s detail view in the left-hand column

 

Lead’s timeline will display a hot link

 

The system will also record the following messages:

 

A Market Snapshot report has been requested! This report will be sent in the next couple of hours.

 

Market Snapshot sent: http://m-s.topmarketer.net/dashboard.html?cnsmr=False&Sample=1

 

Market Snapshot viewed.

(this will appear each time the client views)

Resend

Must copy and paste values from detail view into an email

One-time button inside each lead’s detail view

None in the BL dashboard

Setup

Send support tix requesting client be set up for the IV funnel

Go to SETTINGS > CloudCMA

Go to SETTINGS > Market Snapshot

 

Sample Reports

CloudCMA

http://reports.cloudcma.com/6307130f00ee0d3d63efcde0df75bb7a.pdf?1406657450

 

Market Snapshot

http://m-s.topmarketer.net/dashboard.html?cnsmr=False&Sample=1

 

Detail View entry for Cloud CMA

 

 

Detail View entry for Market Snapshot

 

 

Detail View entry for Instant Valuation

 

 

 

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