Sharing a CMA with clients
In this article
In this article group
- Your First CMA Report
- Finding and Selecting Comparables
- CMA Polygon Tool
- Add Missing Sales and Listings
- Adding Comments to Comparables
- Export a List of Comparable Properties
- CMA Batch AI Commentary
- Customise your CMA
- Saving CMA Templates
- Update Property Details in CMA
- CMA for Multiple Subject Properties
- Create a CMA for a property not found in Relab
- CMA Agent Profile
- CMA Collaboration
- Changing Page Margins in your CMA
- Adding a Watermark to a CMA Page
- CMA Dynamic Fields
- Auto-collaborate on CMAs
Download your CMA to your device or create a shareable link that clients can view on any device.
How to share your CMA with a link
Sharing via the Digital CMA link lets you track when your client opens the report, how many times they've viewed it, and the exact date and time of each view.
Open your CMA in the CMA Editor and click Share in the upper right corner
Choose Digital CMA from the Share dropdown
A shareable link and QR Code appear for your Digital CMA
Choose whether to have it presented as a Flip-Book or Vertical Scroll
Choose whether you would like to be notified on activity (notified each time the link has been opened)
Click the Copy button next to the newly created share link
Paste and send the link to your client via text, email, or any messaging app
For quick viewing, next to the Copy button is the Open in new tab button to view the digital CMA straight away
Once your client opens the link, you will receive an email notification.
How to download the CMA as a PDF
Open your CMA in the CMA Editor
Click Share in the upper right corner
Click Download from the Share dropdown
Select your preferred Download quality
Click Download, and the PDF saves automatically to your downloads folder
A pop up will appear once Download is completed
With options to Download again or Copy PDF link to share it with your client
Note: The Copy PDF link opens the CMA as a PDF when accessed, but does not include any tracking. If you want to know when your client views the report, use the Digital CMA link instead.
Managing your share links
Click Digital CMA in the upper right corner of any CMA to view all previously created links in the Existing Shares list. Copy any link to send it again.
❓ FAQs
My CMA file is too large to email. How can I reduce the file size?
Most CMAs should be around 6MB or less. Large files happen when high-resolution images are uploaded to the template. Use a free online PDF compressor to reduce the file size without replacing your images.
Can I create multiple share links for the same CMA?
Yes, create as many links as you need. Each link appears in the Existing Shares list where you can copy it anytime.
Do share links expire?
No, share links remain active indefinitely so clients can access the CMA anytime.
How do I find a share link I created previously?
Click Digital CMA in the upper right corner of your CMA. All your share links appear in the Existing Shares list with a Copy button next to each one.
What's the difference between the Digital CMA link and the PDF link?
The Digital CMA link opens an interactive version of your CMA and notifies you when the client views it, including timestamps and view counts. The PDF link opens a static PDF and does not include any tracking.
Last updated: 25 September 2026