Send CMAs Directly from the History Tab

We’ve made it even easier to share your Comparative Market Analyses (CMAs) with clients — no extra clicks or editor loading required.

✨ What’s New

Instead of opening the CMA editor to email your report, you’ll now see an Email button right in your History tab gallery view (as shown above).

Click Email to open a message slide-out on the right side of your screen.

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💌 How It Works

1. Go to: Marketing > History > Presentations

2. Hover over the CMA you’d like to send.

3. Click the Email button.

4. A pre-drafted email will appear on the right-hand side already filled with your CMA title, report summary, and link.

5. Choose your recipient.

6. Send, and you’re done!

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💡 Why It Matters

• Save time: No need to open or edit the presentation to send it.

• Stay consistent: Every email includes a professional, branded message automatically.

• Increase engagement: Make it easier to follow up with your clients while keeping your workflow seamless.

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Pro Tip: You can still access the editor anytime by clicking Edit if you’d like to make changes before sending.

Learn more about creating Presentations.