Present is the next evolution of dashCMA and a pioneering tool in the listing presentation space. It combines the streamlined CMA generation capability of dashCMA with all-new listing presentation tools for a seamless flow, both for you as the Agent creating it and your Sellers/Buyers as they review the information.

This add-on is designed to enhance the existing robustness of a listing presentation with a conversational flow that highlights your marketing, prospecting, and pricing confidence while keeping your conversations organized.

It takes the focus of your listing presentation, traditionally geared towards differentiating you from other Agents, and incorporates different personas so you can tailor the presentation different types of audiences.

Whether your audience is shopping Agents or on the fence about selling in the first place, Present will help you organize the structure so your presentation hits home every time.

Insights from the CMA for the property in question are woven throughout the presentation, keeping the tone conversational and removing the intimidation to your audience that often accompanies stark data.

Interaction from your Sellers/Buyers with the CMA and/or listing presentation are automatically tracked and organized into easy-to-understand analytics. Your BoldTrail Activity Stream will also show when a Seller or Buyer has viewed a shared presentation and the contact record will reflect the activity as well.

dashCMA smooths the CMA-generation process and makes your competitively priced suggestion stand out, but it stops after the CMA has been generated.

Present takes all that dashCMA has to offer a step further by tying in an engaging, visually pleasing presentation of the data gathered during the CMA-generation process.

It improves the integration with BoldTrail and enhances the creation process for listing presentations at the same time, giving you more flexibility and transparency than other comparable tools available.

If you had dashCMA bundled with your BoldTrail account prior to Present's launch, you were automatically switched to CORE Present as it has replaced dashCMA as BoldTrail's flagship CMA/listing presentation add-on.

If you purchased dashCMA through the Marketplace for yourself individually, you will continue to have access to dashCMA and have automatically transitioned to Present.

If you are interested in switching to Present, please have your Account Owner reach out to their Account Manager at Inside Real Estate to discuss pricing

Depending on your MLS and the available Sold data, your account may be the General Presentation version.

The General Presentation version does not use MLS-dependent slides and thus can be used without an MLS connection! Using General Presentation can be used for creating recruitment presentations, educating on the home buying/selling process, pitching the Agent/Brokerage and more.

If a Brokerage or Agent does not upload their own slides, Present will provide impactful, beautifully curated slides that can be leveraged, with presentation themes that align with the agent’s target audience - with Luxury, Modern, and Traditional presentation themes available

"CMA" stands for "Comparative Marketing Analysis" and is a tool used by real estate agents to help bring awareness to their Clients regarding market trends and highlight current trends in the active/pending/sold market for recent comparables to help their Buyers and Sellers feel more comfortable with a listing or offer price.

It is not the same as an appraisal. That is a licensed appraiser’s unbiased opinion of a home’s market value based on comparable recent sales in the neighborhood.

A listing presentation is a data-driven, visual representation that highlights a real estate agent's expertise, their marketing plan for generating interest in a Seller's home, and pricing suggestions for the current market to list a few aspects.

It most often includes a CMA's data, but it does not have to depending on the Agent's targeted audience.

Yes! While the beauty of Present is the ease in which you can generate a CMA and create a corresponding listing presentation with the data gathered, you do not have to use the two in tandem for every Seller or Buyer.

You can choose to generate a CMA and use that information/PDF on its own or you can create a standalone listing presentation with default or personalized slides to showcase non-property-specific information.

dashCMA, Present's original form, was created because the founder, an agent herself, felt there was a void in pricing perspective products. Current products in the space provide a tremendous amount of information but are not structured in a manner to enable a meaningful pricing conversation between agent and Client.

Present retains that foundational purpose and builds on it with further insights found only through BoldTrail's analytics along with more engaging visuals and ease of use. Creating reports and presentations are streamlined and transparent so you know exactly what you are creating each time, adjusting the information as you go.

Probably! Present is connected to over 70% of the MLSes throughout the US and several MLSes throughout Canada.

If you are interested in purchasing Present, the Account Owner for your BoldTrail account should reach out to their Inside Real Estate Account Manager for further details.

Present pulls data from public county courthouse tax records when setting up the criteria on the subject property - the listing you are helping price for either Seller or Buyer.

Present then pulls data from your MLS for comparable properties, which include Active, Pending, and Closed listings.

There is a specific slide that shows Buyer demand in the area around the subject property that uses proprietary data accessible only through BoldTrail as well. Over 400 million property views across 150K+ agent websites and 4.8M+ property alerts configured for consumers by their Agents are aggregated across Inside Real Estate.

The data is updated in real-time. There is no delay between the information accessed directly with the MLS and the information accessed with Present. Third party estimates are also in real-time. Advancements to Present are constantly being added as well to keep it the sharpest and most sophisticated pricing perspective model on the market.

It depends. Present must have access to that MLS board's data feed in order to offer it to users. Which MLS data Present can access depends on the IDX feed(s) you have connected to your BoldTrail account.

If you are an active member of more than one MLS board and the corresponding IDX feeds are all connected to your BoldTrail account, you will be able to access all of them using Present.

If your BoldTrail account does not have a MLS board connected, you will be unable to utilize their data within Present.

It may be happening for a number of reasons.

If you believe one of these scenarios applies to your MLS ID, please reach out to Support using the blue chat bubble or via support@insiderealestate.com!

Because the majority of its use is to win a listing, there is a high chance that there will be no property image added to the MLS for Present to access and use.

The next best option would be to use a Google Image of the property in question, but the majority of those automatically created images are not fit to use in a listing presentation.

Present thus empowers you to use your own images so you have more control over what is shared in a listing presentation designed to represent you and your data.

At this time, there is no way to edit the content contained within Present's default slides.

If you would like to review each slide and its content, click here.

Whenever an interactive slide appears in a listing presentation, there is a black finger icon that pops up in the bottom right corner to indicate that some of the slide's information is clickable.

There are two places you can review the tracked interaction for each CMA/listing presentation:

At the bottom of your Present dashboard you will see the Presentation Trends information bar, which provides an overview of the analytics for your past presentations.

Below Presentation Trends, you will find a list of your past CMAs and presentations. There will be an Analytics column to the right where you can view each of the analytics for CMA/presentation.

In BoldTrail, you can view a specific Seller or Buyer's contact record and click the blue link to access their activity on the CMA or presentation you previously sent them.

Company and Office Admins within BoldTrail have the ability to lock the Color, Fonts, and Main Logo for all 3 presentation types within Present.

If you see a grey, locked padlock icon to the right of any of these fields it means that your Admin has determined that this particular setting needs to be used throughout each CMA/listing presentation their Agents create.

If you believe that a setting should not be locked, but available for you/your fellow Agents to change, please reach out to your BoldTrail Admin.

Update an existing presentation on the home page of CORE Present. Click 'Update'.

This is intended functionality, as the website version of will show 4 pages due to the efficient space use web pages allow, among them expansions on clickable spaces. In print, these 4 pages might become 10 due to orientation change, capturing any information available through a click, plus an additional 2+ pages for each address included in the comparables as each listing detail occupies more space.

There are 6 distinct aspects of Present:

Each of these aspects was created to streamline the creation process, the presentation of information itself, and the post-presentation interaction statistics.

There are three different types of presentation formats (Sellers, Buyers, General) that can be tailored to fit your business needs. Each presentation is broken down into different use-case based categories specific to Buyers and Sellers, and has its own set of available content and restrictions.

To start building a presentation, click the blue Start button under your desired category.

Win the Listing (Sellers Only)

Create a presentation that includes a generated CMA and highlights comparable listings for a potential seller.

Win the Representation (Buyers Only)

Allows you to market yourself as a Buyer Agent, featuring content that highlights your skills and why you would be the best Agent to buy with.

Buyer Tour (Buyers Only)

Build an online tour for a selected number of comparables.

Win The Offer (Buyers Only)

Allows property pricing as well as a generated CMA to help finalize a housing purchase.

General Presentation

The process of building a listing presentation with Present is transparent and flexible, allowing you to preview the presentation as you go.

You have the flexibility to tailor the some of the visuals and information so it feels personal to your audience, both in the contextual structure of the conversation and the aesthetic of the visuals.

The dashCMA component of building a CMA and compiling the data/listings remains and the rest of the listing presentation is built off of that information.

The listing presentation is interactive and layered to keep key points at the forefront. Other details are revealed as necessary or relevant so your audience is not overwhelmed with too much data or impatient with unconnected data.

The customizable areas of Present are "one and done". You do not need to adjust items like branding, images, or business-specific content for every presentation.

Brokers/Admins also have control of some of the branding aspects, which allows you to dictate what color and logo is used throughout presentations, while still allowing Agents the freedom to add in their personal branding.

The Custom Settings option at the top of your Present Dashboard allows you to choose the default layout and order for each presentation type, as well as edit your About Me and your Testimonials.

Since not every conversation requires a full presentation, the Presentation Library feature of Presents empowers you to create and store single slides. You can use these to address the value of staging, what you will bring to the table if chosen as their listing Agent, pricing misconceptions, or anything else you would like to have on hand.

These standalone slides do not need a property address and can be easily accessed without having to create an entire presentation. If you would like to use a standalone slide in a listing presentation, however, you will have the option to insert it as you build the presentation.

Present continues the analytics reporting that dashCMA began by allowing quick rebuilds of presentations along with never deleting or overwriting older ones.

Interactions with the presentation by your Clients are still tracked, including where they are focusing their attention and time, what they are interacting with, and if they are viewing all the information provided. The Presentation Trends bar at the top of the page provides an at-a-glance overview of your presentation analytics.

You can use the Past Presentations search bar to search for any past presentations by name. The list will automatically filter depending on what you've entered in the search.

The Presentation Types dropdown at the far right lets you sort past presentations by their associated type.

Now that you are familiar with Present, learn how to create your first listing presentation in BoldTrail by clicking here!

If you are in need of assistance while creating your presentation, feel free to click on the blue help bubble at the lower left of your screen to contact our Support team directly!

Note: The Help/FAQs section within Present is no longer present at the top of the dashboard. For any assistance or step by step articles, you can contact our Support team or browse our helpdesk articles by clicking on the blue help icon.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!