Choosing the Right Real Estate CMA & Presentation Software

As a real estate professional, a polished comparative market analysis and a compelling presentation can showcase your expertise, impress prospects, and win listings. This guide helps you find the right fit, whether you’re looking for an all-in-one platform or a standalone presentation tool.

The top 7 providers of presentation & CMA software for real estate

What is the best CMA software for real estate agents? We break down the top seven companies with the pros and cons to help you find the best option for your needs.

Company	Best for
Luxury Presence	Real estate professionals who prioritize brand consistency and a polished, high-end client experience
Lofty Present	Teams that need a CRM and transaction management software solution that also offers simple CMA tools
Cloud CMA	Agents who only need a dedicated CMA and presentation solution
Present by BoldTrail	Large teams and brokerages seeking an integrated solution for lead generation and business management
Realtors Property Resource (RPR)	Realtors who need a free, robust tool for generating property and CMA reports
MoxiPresent	Brokerages prioritizing speed, consistency, and brand control in their presentations
ToolkitCMA	Tech-averse agents who want a simple and affordable tool for creating branded reports

Best overall: Luxury Presence

Luxury Presence is an all-in-one website and marketing platform designed for real estate professionals who want their brands to do more: command attention, build trust, and convert consistently. Its presentation tools (included free in its Brand+, Leads Pro, and All In packages) build customized CMAs and engaging presentations quickly, using professionally designed templates that reflect your brand.

Pros

• Professionally designed templates apply your company branding automatically
• The platform allows you to present and share from anywhere without switching devices or tools
• MLS integrations provide accurate, real-time property data (updated on average every 15 to 20 minutes), so your comps are automatically current and credible
• Plug-and-play layout allows you to adjust images, colors, bios, and slides with no design skills required
• Instantly shareable via link or print-ready download so you can send in your client’s preferred format
• Provides valuable insights into each presentation’s number of visitors, sessions, and average completion rate
• Integrated marketing system automatically sends leads, views, and contact data from presentations to your CRM to help you follow up faster, with context

Cons

• Part of a comprehensive, all-in-one solution (not available to purchase a la carte)
• Does not include CRM software (though it integrates with nearly every CRM on the market)

Ready to explore how brands come to life in presentation mode? Get a closer look for yourself.

Best for teams: Lofty Present

Lofty (formerly Chime) is a popular all-in-one CRM, website, and transaction management platform. The company’s Lofty Present tool offers all current clients unlimited access to its CMA integration. However, in order to access its advanced and customizable listing presentation report, you’ll need to pay an additional $20 per user per month.

Pros

• Mobile friendly
• Data integrations for local community information and market trends
• Ability to integrate website analytics and CRM insights into your presentation, boosting engagement
• Goal tracking links CMAs to sales volume, closings, and revenue, offering clear view of how lead nurturing contributes to success

Cons

• Part of a comprehensive, all-in-one solution (not available to purchase a la carte)
• Basic CMA lacks customization options
• Extra per-user charge for presentation package becomes costly on top of base price

Best à la carte option: Cloud CMA

Cloud CMA is a specialized tool for creating beautiful, data-rich CMA reports and presentations without committing to a full-service platform. It is part of the Cloud Agent Suite, an MLS-focused lead generation system owned by Lone Wolf, but you can purchase standalone access to the CMA.

Pros

• Frequently praised for producing professional-looking, mobile-friendly reports
• Automatically includes data from GreatSchools and Walk Score into reports
• Highly customizable, giving you granular control over your presentations
• Integrations with CRMs such as Follow Up Boss, Lofty, Wise Agent, and LionDesk
• Other thoughtful integrations such as automatically adding reviews and ratings from Testimonial Tree and creating property reports directly from your open house set-up in Spacio

Cons

• Doesn’t offer CRM, lead gen, or website building features
• Some agents find the reports overly complex for the average client

Best enterprise solution: Present by BoldTrail

BoldTrail offers another all-in-one approach, combining tools that help agents manage leads, marketing, and presentations in one place. Its CMA and presentations tool, called Present, evolved from its acquisition of dashCMA in 2020. As part of an integrated system that now includes kvCORE and BoomTown, it’s an established, brokerage-focused provider.

Pros

• Allows you to personalize presentations with CRM data (ex: including a listing you know the lead has viewed on your website in your slides)
• Includes templates for presentations and print materials
• Analytics and the ability to capture client feedback

Cons

• Only available within larger front-office packages, not as a standalone product
• Presents a steep learning curve for some agents, detracting from your time serving clients and marketing your business
• Mobile application (rated 1.6 on Google Play and 1.7 on the App Store) cited by some users as buggy or missing features
• Lack of customization options such as font and color adjustments cited by some users

Best free CMA: Realtors Property Resource (RPR)

If you’re looking for a free CMA generator, RPR is the best bet for you. Using a national database of real estate information, members of the National Association of Realtors can use this comprehensive tool to create a wide range of reports for their businesses.

Pros

• Free for Realtors, making it easy to test out for your business
• Provides access to a comprehensive national database, including detailed school data, market trends, and demographic information
• Integrated in many local MLS backends
• Recently unveiled new Next Gen Reports, designed to be more dynamic and client-friendly than previous options

Cons

• Doesn’t offer CRM, lead gen, or website building features
• Creates CMA reports that you then need to fold into a presentation
• Some agents report lower design quality compared to competitors
• Other users note auto-generated valuations can be inaccurate
• Access restricted to active Realtor members

Best brokerage controls: MoxiPresent

MoxiPresent is a standalone CMA tool within the MoxiWorks platform that allows agents to create CMAs and presentations quickly and efficiently. It is primarily an enterprise solution for brokerages that want to ensure their agents are on-brand and using the latest data.

Pros

• Mobile-responsive CMAs automatically update with live MLS data
• Multiple presentation types, including buyer tours, recruitment decks, and property reviews
• Team collaboration features
• Customization options maintain brokerage branding for a consistent look

Cons

• Part of a comprehensive, brokerage-oriented solution (not available to purchase à la carte)
• Lacks dedicated mobile app
• Price may be prohibitive for some

Simplest solution: ToolkitCMA

As a cloud-based platform that has been on the market since the 1990s, ToolkitCMA has an old-school feel: simple, affordable, and built for ease of use. It interfaces with hundreds of MLS systems to create branded reports, property tours, and flyers. At around $25 per month, it’s one of the more affordable paid CMA options.

Pros

• Dedicated tool with affordable price point
• Easy to use
• Includes various content types (flyers, listing presentations, pre-listing presentations, buyer tours)

Cons

• Dated design, fonts, layouts, and graphics
• Lacks third-party integrations, such as school information and market trends
• Requires outside design tools such as Canva in order to create complete presentations
• Does not have data-sharing relationships with every MLS
  

Making a real estate CMA decision

The best tool for you depends on your specific needs. Here’s some actionable guidance to help you make a decision:

• Prioritize your brand: If your primary goal is to create a consistent, high-end experience that extends from your website to your presentations, an all-in-one platform like Luxury Presence will give you the most control over design and brand alignment.
• Focus on lead conversion: If you’re having trouble tracking and converting prospects, consider a platform with advanced CRM features like Lofty or BoldTrail.
• Enhance your existing workflow: If you already have a successful website and CRM but want to upgrade your presentation game, a specialized tool like Cloud CMA offers the visual polish you need without requiring you to switch your entire tech stack.
• Leverage low-cost or free resources: For agents on a budget, RPR or ToolkitCMA may offer enough data and reporting capabilities to serve your business for now. Or you may find the tools provided by your local MLS cover your needs, especially when paired with a customizable, professionally designed Canva template.
• Fuel enterprise growth: If you run a large team or brokerage with many agents independently creating presentations, Luxury Presence, BoldTrail and MoxiPresent make it easy for junior agents to build polished CMAs that reflect your brand and drive value. This allows them to spend more time closing deals and ramping up your revenue.

How Luxury Presence can help

If you’re still not sure which of these options is the right choice for you, schedule a consultation with one of our real estate marketing experts. They’ll tailor recommendations to your goals and show you how Luxury Presence can support your brand, design aesthetic, and workflow.