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How to Assign CMA Requests through the Tasks tab
How to Assign CMA Requests through the Tasks tab

If you are a Loan Officer, learn how to assign CMA requests here.

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Written by Homebot
Updated over a week ago

It couldn't be easier to hand client leads to your Agent partners and ensure your clients have direct access to the right experts at the right time.

By assigning CMA requests to a co-sponsored Real Estate Agent, your clients will keep you top of mind while you're facilitating new connections for Real Estate Partners. (You can also update the home value yourself from the client's profile.)

Keep in mind: the ability to assign CMAs to Real Estate Agents is only available when you have one or more Co-Sponsored agents on Homebot. Learn more about partnering with an Agent.

Ready to assign CMA requests?

First, go to the Manage tab, and select Tasks. For any CMA Request tasks, click on Assign to Agent to choose a Real Estate Agent partner from the list in the pop-up window.

You can assign one or more Co-Sponsored Real Estate Agents to ensure your client receives a quick response to their request.

Selected Real Estate Agents will receive an email notification prompting them to complete the CMA:

If they click Complete CMA, Real Estate Agents will be redirected to your client's profile page to fill in the home value and range:

Once the agent completes the CMA, your client will receive a co-branded email notification, notifying them of their new home value.

Email to your client:

You'll also receive an email notification so you know when your agent completes the CMA.

Email to you:

If your Real Estate Agent marks Not Interested on the initial email request, you'll also be notified by email.

If you haven't already assigned the CMA to other agents, you'll be able to click View Client and assign them!

On the Tasks tab, the agent status will update to show Completed by...

For those who do not yet have co-sponsored Agents…

You’ll need to co-sponsor at least one Real Estate Agent to assign a CMA to them. Learn how to land agent partners here or start by clicking Invite an Agent:

Receiving an error message while assigning a Real Estate Agent? It's possible that you have already assigned them or they have yet to finish setting up their account.

Please send us a chat using the pink icon in the right-hand corner with the name of the client and agent. We'll be happy to sort it out for you!

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