Market analysis and CMA generation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   CMA request received

   Agent submits property address and basic details through Salesforce or Follow Up Boss for CMA generation. System captures property type, square footage, and desired analysis parameters.

   SalesforceFollow Up Boss
2. 2

   Action

   Extract property data

   KvCORE pulls detailed property information including lot size, bedrooms, bathrooms, year built, and recent improvements. System validates address and retrieves tax records and MLS history.

   KvCORE
3. 3

   Action

   Identify comparable properties

   KvCORE searches for similar properties sold within the last 6 months in a 1-mile radius. System filters by square footage, bedrooms, bathrooms, and property type to find relevant comps.

   KvCORE
4. 4

   Decision

   Evaluate comp quality

   System determines if sufficient comparable sales exist (minimum 3 properties). If insufficient comps found, expands search radius to 2 miles and extends timeframe to 12 months.

   KvCORE
5. 5

   Action

   Calculate market adjustments

   System applies price adjustments for differences in square footage, lot size, condition, and amenities between subject property and comps. Algorithm factors in market appreciation trends and seasonal variations.

   KvCORE
6. 6

   Action

   Generate professional CMA

   System creates branded PDF report with property photos, comparable sales grid, price recommendations, and market statistics. Report includes suggested listing price range and marketing timeline.

   KvCOREBoomTown
7. 7

   Output

   Deliver CMA to stakeholders

   Completed CMA automatically emails to requesting agent and uploads to Salesforce opportunity record. System logs activity and schedules follow-up reminder for listing presentation.

   SalesforceFollow Up Boss

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