This month: create a seller CMA right from the chat, ask chat for market insights, and bring your RateMyAgent review into presentations.
New
Create a Seller CMA right from chat
Drop in an MLS number or a property address, and RISE AI confirms the property and gets a Seller CMA draft started for you, so you can jump straight into finishing it in Presentations. Every draft lands in your presentations list for review and editing before anything goes to a client. See it in action →
Ask chat for market insights
Curious what’s happening in a zip code? Just ask. RISE AI can now pull summary market data, like median price trends and days on market, right in the conversation, so you get a quick read without leaving chat. See how it works →
Track deals right on the contact record
Every contact can now carry a Buyer or Seller deal, tied to the property, so you can see the full relationship from first touch to close without leaving RISE. Create a deal from any contact record, track it through Active, Pending, or Closed stages, and see your whole pipeline in the new Deals view, including your active deal count and total pipeline value. Start tracking your first deal →
Client Discovery Survey now covers renters, landlords, and investors
Your Client Discovery Survey isn’t just for buyers and sellers anymore. Renters, landlords, and investors can now identify themselves and share their preferences, and their answers land directly on their contact record so you’re not stuck entering it by hand. See the expanded survey →
Bring your RateMyAgent reviews into presentations
If you’re on RateMyAgent, you can now pull your verified reviews straight into a presentation. Add a profile summary, a featured review, or a full list, all fetched live and linked back to the original review. Connect your RateMyAgent account →
Improved
Presentation search filters now match your MLS
Property search filters in Presentations now adapt to the MLS or MLSs you’re connected to, so you see the filters that are actually relevant to your market. Connected to more than one MLS? You’ll see the combined set. See what’s changed →
A new home for brand logos
Brand Admins now have a single library to manage logos across the whole brand hierarchy, with logos syncing in automatically from MoxiBranding. Office and Company Admins can see and confirm the exact logo before saving a style kit. Take a look →
