BoldTrail Bootcamp Summer Series | Session 5: Present Like a Pro with a CMA Tool

Present Like a Pro with BoldTrail

A great presentation is about more than showing comps. It’s an opportunity to demonstrate your expertise, communicate your value, and give clients the confidence to choose you as their real estate professional.

In this intermediate BoldTrail Bootcamp session, you’ll learn how to use the Present tool to create professional, interactive, and data-driven presentations for buyers, sellers, prospects, and past clients.

In this session, you’ll learn how to:

• Access and navigate the Present tool inside BoldTrail

• Customize your About Me section and agent information

• Add client testimonials and reviews

• Create professional CMA and listing presentations

• Pull property and comparable data directly from the MLS

• Adjust search areas, property criteria, and comparable properties

• Manually add MLS listings to your CMA

• Analyze pricing, averages, and market data

• Customize presentation slides for each client

• Add your own slides, images, videos, and marketing content

• Choose presentation themes that fit your client and property

• Create interactive presentations for buyers and sellers

• Create annual home-value presentations for past clients

• Share presentations digitally or provide a printable PDF

By the end of this session, you’ll know how to turn market data into a polished, personalized presentation that showcases your expertise, provides real value to your clients, and helps you have more confident conversations about buying, selling, and home value.

Duration: 1 Hour
Level: Intermediate
Recommended For: Gold Nation agents who want to create stronger listing presentations, deliver professional CMAs, and use BoldTrail Present to demonstrate their value to buyers, sellers, and past clients.