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The Complete Seller CMA Workflow: 6 Steps from Address to Export

Waleed Judah
8 min read
Featured:Seller CMA
The Complete Seller CMA Workflow: 6 Steps from Address to Export

Winning a listing requires more than just pulling comps. You need a complete pricing story: verified property details, condition-adjusted values, market context, and a strategic pricing recommendation your seller can trust. The CMAForge Seller CMA workflow delivers all of this in a guided 6-step process that transforms raw data into listing-winning presentations.

Step 1: Address Search & Property Verification

Start by entering any US address. Our Google Places-powered autocomplete finds the property instantly. Once selected, we pull comprehensive property data including photos, beds, baths, square footage, lot size, year built, and current Zestimate. Review the property details and confirm you have the right home before proceeding.

  • Google Places autocomplete for fast, accurate address entry
  • Property photos from multiple angles to verify the right home
  • Core details: beds, baths, sqft, lot size, year built
  • Current Zestimate and price history for initial context
  • One-click confirmation to proceed with verified data

Step 2: Subject Property Review

Review the full subject property profile. This step ensures you understand every detail before selecting comps. See the property description, features list, tax history, and neighborhood context. This is your chance to note unique features that will affect pricing—like a pool, recent renovation, or corner lot.

Step 3: Condition Assessment (Optional)

This is where CMAForge separates from basic comp tools. Our AI-powered condition assessment analyzes property photos to detect updates, wear, and potential issues. You can also manually rate conditions for kitchen, bathrooms, roof, HVAC, foundation, flooring, and overall property condition.

  • AI photo analysis: Detects updated kitchens, original bathrooms, aging roofs, and red flags
  • Component-level ratings: Kitchen, baths, roof, HVAC, foundation, flooring
  • Location factors: Busy road, water view, cul-de-sac, backing to commercial
  • Real-time adjustment: Values update instantly as you change condition ratings
  • Override capability: Review AI suggestions and adjust based on your expertise

The condition assessment directly influences your valuation. A home with an updated kitchen and new roof will price differently than one with original 1990s finishes. This step captures that nuance automatically.

Step 4: Comparable Selection

Review sold, active, and pending comparables organized in separate tabs. Each comp shows price, beds, baths, sqft, distance, days on market, and a similarity score. Include or exclude comps with one click. Need help deciding? Ask the AI Comp Chat for recommendations based on your specific situation.

  • Sold comps: Recently closed sales with final prices—your pricing foundation
  • Active comps: Current competition your listing will face
  • Pending comps: Under-contract properties showing real-time demand signals
  • Distance and similarity filtering to find the most relevant matches
  • AI Comp Chat: Ask questions like "Should I include the foreclosure?" or "Which comps best support a higher price?"
  • Undo/restore: Changed your mind? Restore original comp selection with one click

Step 5: AI Pricing Strategy

This is the heart of the Seller CMA. Based on your selected comps, condition adjustments, and market context, CMAForge generates a comprehensive pricing strategy with multiple components:

  • Recommended List Price: AI-calculated price with clear rationale
  • Three Price Scenarios: Aggressive (sell fast), Market (balanced), Premium (test ceiling)
  • Market Brief: Seller signals, buyer signals, and leverage meter showing market balance
  • Market Context: Market type (seller/buyer/balanced), direction (heating/cooling), health score
  • Appraisal Risk Analysis: Risk level from None to Critical with gap calculation
  • Valuation Breakdown: See exactly how we calculated the price—per-comp adjustments, weighting, methodology
  • Strategy Brief Card: Quick overview you can walk through with your seller

The pricing strategy is not AI-generated fluff. It is deterministic logic based on your actual comp data, adjusted for condition, and contextualized by market trends. Every number is explainable and defensible.

Step 6: Export & Share

Turn your analysis into client-ready deliverables. CMAForge offers multiple export formats to match every presentation style:

  • Full Report PDF: Comprehensive 10+ page report with all data, charts, and analysis
  • One-Pager PDF: Executive summary for quick listing appointments
  • Comp Summary: Side-by-side comparable breakdown—great for visual learners
  • Excel Export: Raw data for agents who want to customize further
  • Shareable Link: Generate a secure web link (expires in 30 days) to share with clients
  • Agent Branding: Pro users can add logo, colors, and contact info to all exports

Search History & Restoration

Every CMA you create is saved to your history. Return anytime to view past CMAs, restore them for updates, or regenerate exports. When you restore a saved CMA, the entire workflow state is preserved—subject property, comps, condition adjustments, and AI strategy. No need to start from scratch.

Why the Guided Workflow Matters

Most CMA tools dump data on you and leave you to figure it out. The CMAForge Seller CMA workflow guides you through a proven process: verify the property, assess condition, select comps, generate strategy, and export. Each step builds on the previous one, ensuring you never miss a critical element that could affect your pricing recommendation.

The result? CMAs that win listings because they tell a complete story—not just "here are some comps" but "here is what your home is worth, why I believe that, and how we should price it to achieve your goals."

Try the Seller CMA Workflow