Professional Series REA-aware

Relab CMA & Vendor Appraisal Research Workflow

A structured Relab research workflow for CMA preparation, comparable sales review, appraisal evidence notes, and cautious vendor pricing discussions.

Workflow Overview

This workflow helps New Zealand real estate agents use Relab research in a structured way before a vendor appraisal, listing presentation, pricing strategy discussion, or market evidence review. Relab is treated as an external property data and research platform, not a KiwiAgent-owned tool or partner. The workflow is general preparation support only and is not valuation, legal, council, building, tax, insurance, or professional advice.

Who It Is For

Licensed NZ real estate agents preparing a vendor appraisal.
Salespeople reviewing comparable sales and current competition.
Agents building internal evidence notes before client communication.

When To Use

Before a vendor appraisal or listing presentation.
When preparing pricing evidence or a market evidence review.
When reviewing comparable sales for a CMA.
When checking suburb market context and current competition.
When preparing cautious vendor communication that separates facts from interpretation.

When Not To Use

Do not use it as a registered valuation or guaranteed price estimate.
Do not use it to make legal, council, building, tax, insurance, title, or planning conclusions.
Do not use it to cherry-pick only favourable sales or hide material verification points.

Workflow Diagram

Relab CMA and Appraisal Research Flow

A preparation workflow for turning verified property research into a balanced internal evidence note before vendor communication.

1 Brief

Define Purpose

Decide whether the research is for an appraisal, listing presentation, pricing discussion, buyer explanation, or listing preparation.

AI assists: Organise the intended output and evidence sections.

Human check: Agent confirms the purpose and avoids valuation or advice language.

2 Source

Research Subject Property

Record verified property details and flag zoning, flood, services, title, consent, school-zone, and sales-history questions for checking.

AI assists: Turn notes into a tidy subject-property fact pack.

Human check: Verify source records and mark uncertain points clearly.

3 CMA

Select Comparable Sales

Use relevant sales tools and filters to choose three to six quality comparables, not only favourable results.

AI assists: Summarise why each comparable may or may not fit.

Human check: Agent decides comparability and records inclusion/exclusion reasons.

4 Review

Prepare Next Action

Build the internal appraisal evidence note, review current competition, and choose the next client or campaign action.

AI assists: Structure the note and action options.

Human check: Licensed-agent review before any vendor, buyer, or public use.

Key Decision Points

Are the selected comparables genuinely relevant to the subject property?
Which verification points need council, LIM, title, building, tax, insurance, or other professional advice?
Is the next action an appraisal pack, pricing discussion, listing preparation, buyer explanation, or prompt-builder follow-up?

Step-by-Step Process

Follow the sequence below, then run the human review checkpoints before sending anything to a vendor.

Define the Appraisal Purpose

Start by naming the reason for the research: vendor appraisal, listing presentation, pricing strategy discussion, market evidence review, buyer explanation, or listing preparation. Relab should be treated as an external New Zealand property data and research platform, not a KiwiAgent-owned tool. This workflow is preparation support only and is not valuation, legal, council, building, tax, insurance, or professional advice.

Search the Subject Property in Relab

Open the subject property in Relab and record verified property facts before looking for comparable sales. Capture the address or internal reference, property type, land area, floor area, bedrooms and bathrooms, title type if relevant, sales history, and any one-pager style notes you want to verify. Mark uncertain items as questions rather than filling gaps.

Review Property Details and Verification Flags

Check zoning, flood or natural hazard indicators, services, sales history, title-related notes, consent questions, school-zone wording, and other risk flags as verification items. Do not turn a map layer, data point, or estimate into a conclusion. List what needs checking with council records, LIM, title, building report, vendor documents, or professional advisers.

Build the Comparable Sales Search

Use Nearby Sales or CMA tools where available in your Relab workspace to identify possible comparable sales. Select three to six quality comparables that genuinely help explain the market, not just favourable results. Use filters such as property type, title, land area, floor area, bedrooms, bathrooms, build era, cladding, zoning, school zone, sale date, and price where relevant.

Refine the Search Area

If a radius-based search is too broad, use the Polygon Tool where available to draw a more meaningful local area. Keep the search wide enough to avoid cherry-picking and narrow enough to reflect realistic buyer comparison behaviour. Note why each comparable was included or excluded.

Review Current Competition and Market Context

Look beyond sold properties. Check current nearby listings, competing price positions, suburb market insights, buyer activity notes, and repeated feedback themes from recent campaigns. Separate live competition from settled sales, and separate verified data from agent interpretation.

Build the Internal Appraisal Evidence Note

Create an internal note with four sections: subject property facts, comparable sales evidence, current competition and market context, and verification or professional advice items. Keep price or value discussion framed as market evidence and appraisal support, not a guaranteed valuation.

Decide the Next Agent Action

Choose the next step based on the evidence: prepare a vendor appraisal pack, hold a pricing discussion, prepare listing notes, create a buyer explanation, or move into a prompt-builder follow-up using only the verified notes. Review everything before client communication and keep source notes in the campaign file.

Where AI Helps

Turn verified Relab research notes into an organised internal evidence pack.

Separate subject-property facts, comparable sales, current listings, and agent interpretation.

Prepare a cautious vendor discussion outline after the agent has verified the source data.

Identify follow-up actions such as appraisal pack, pricing discussion, listing preparation, buyer explanation, or prompt-builder follow-up.

Example Input

Subject property: three-bedroom cross-lease home in Auckland. Research notes include verified land/floor area, title notes, nearby settled sales, current competing listings, school-zone wording needing verification, and buyer feedback from recent campaigns in the same pocket.

Example Output

An internal appraisal evidence note with subject property facts, three to six comparable sales, current competition, suburb market context, verification items, professional advice items, and an agent-reviewed next action.

Recommended Tools

Relab Review for NZ Real Estate Agents

Read the external tool review before using Relab research inside appraisal and CMA preparation workflows.

What To Do After This Workflow

Weekly Vendor Report Builder

Use verified campaign activity and feedback to build a copyable vendor update prompt.

REA-Aware Listing Copy Checker

Check appraisal or listing wording for unsupported claims before it becomes public-facing copy.

Open Home Buyer Follow-up Generator

Use after buyer conversations create follow-up questions about documents, pricing evidence, or property facts.

AI Policy Template for NZ Real Estate Offices

Use if your office needs shared rules for AI use, review responsibility, privacy, and restricted use cases.

Human Review Checkpoints

Record subject property facts before reviewing comparable sales.
Select three to six quality comparable sales and keep reasons for inclusion or exclusion.
Check current competing listings and suburb market context separately from settled sales.
List zoning, flood, services, title, consent, school-zone, LIM, building, or other verification items.
Separate professional advice items from agent interpretation.
Keep price or value discussion framed as market evidence and appraisal support, not a guaranteed valuation.

Compliance Considerations

This workflow provides general workflow support only.
It is not valuation advice and should not be presented as a registered valuation.
It is not legal, council, building, title, LIM, tax, insurance, or professional advice.
Verify facts before client communication and recommend independent professional advice where appropriate.
Licensed-agent review recommended before vendor, buyer, listing, or public use.

Common Mistakes

Cherry-picking only high sales and ignoring weaker or more relevant comparables.
Treating estimates, automated outputs, or raw data points as valuations.
Ignoring title, zoning, flood, services, consent, school-zone, or other verification flags.
Using a search area that is too wide to be meaningful or too narrow to be balanced.
Not checking current competing listings before discussing price position.
Presenting one buyer comment or one comparable sale as market consensus.

FAQ

Is this workflow a valuation?

No. It is a research and preparation workflow for licensed agents. Price or value discussion should be framed as market evidence or appraisal support, not as a guaranteed valuation.

How many comparable sales should be selected?

A practical internal review often uses three to six quality comparables, but the agent should decide relevance based on property type, location, condition, timing, and other verified factors.

Can Relab research be used directly in vendor communication?

Use it as a research input only. Verify important facts against source records and review the final wording before using it with vendors, buyers, or the public.