October gives you a clearer view of every campaign and a stronger story in every CMA. See who engaged with each campaign email, then build richer presentations with off-market comps, live buyer demand from Percy, and contacts linked right to the CMA. Presentations are easier to find and brand, admins can share custom fields across the brokerage, and you can email any contact in one click from Messages.
New
See who engaged with every campaign email
Campaign reports have been rebuilt. See delivery, open, and click rates for the whole campaign, then click into any email to preview it, see when it went out, and who received it. Select a recipient to see how they engaged and jump straight to their contact record. A new campaign summary email now arrives in your inbox on a regular schedule with your most recent campaigns, replacing the email you used to get when a campaign ended. Open your campaign reports.
Add off-market sales to your CMAs with custom comps
Include sales that never hit the MLS, like private sales and FSBOs, as custom comps. Create one from scratch, reuse one from your library, or convert an MLS comp to update details you know have changed. Custom comps are clearly labeled, private to you, and saved in Presentation Manager > Comparables for your next CMA. Add your first custom comp.
Share custom fields across your brokerage
Brand, office, and team admins can now create custom contact fields and share them with everyone below them. Agents get the fields automatically. Shared fields work in filters, SmartGroups, email placeholders, and date-based campaign triggers. Admins: create a shared custom field.
Integrations
Show sellers live buyer demand with Percy
Brokerages with a Percy subscription can connect Percy in RISE. Agents can then add four Percy buyer data pages to Seller CMA and Annual Property Review presentations: Estimated Home Values, Buyer Funnel, Buyer Heatmap, and Buyer Profiles. Admins: Connect Percy.
Improved
Find your presentations faster
Presentations now show as cards with a preview of each one, so you can spot the home you need at a glance. Search by address to find a presentation quickly, move between pages more easily, and see previews of your custom Page Builder pages. Open your presentations.
Link contacts to your CMAs
Assign one or more contacts when you create a Seller or Buyer CMA. The CMA shows up on each contact’s timeline with a link back to the presentation. Assign a contact to your next CMA.
Email contacts in one click with Messages
Send an email from the Contact Action Panel, or from your Top Contacts card, where RISE AI drafts the email based on why that contact surfaced. Review and edit before you send, and every email threads under the contact in Messages. Send an email from a contact.
Note: These send options appear once your email account is connected in Messages.
