{"id":7046420,"date":"2026-08-24T19:02:40","date_gmt":"2026-08-24T19:02:40","guid":{"rendered":"https:\/\/peraltafinancing.com\/uncategorized\/august-2026-rise-product-release-notes\/"},"modified":"2026-08-24T19:02:40","modified_gmt":"2026-08-24T19:02:40","slug":"august-2026-rise-product-release-notes","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=7046420","title":{"rendered":"August 2026: RISE Product Release Notes"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p class=\"wp-block-paragraph\">This month: create a seller CMA right from the chat, ask chat for market insights, and bring your RateMyAgent review into presentations. <\/p>\n<h2 id=\"h-new\" class=\"wp-block-heading\"><strong>New<\/strong><\/h2>\n<h4 id=\"h-create-a-seller-cma-right-from-chat\" class=\"wp-block-heading\"><strong>Create a Seller CMA right from chat<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Drop in an MLS number or a property address, and RISE AI confirms the property and gets a Seller CMA draft started for you, so you can jump straight into finishing it in Presentations. Every draft lands in your presentations list for review and editing before anything goes to a client. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52420628920212-Using-the-RISE-AI-to-Create-a-Seller-CMA\">See it in action \u2192<\/a><\/p>\n<h4 id=\"h-ask-chat-for-market-insights\" class=\"wp-block-heading\"><strong>Ask chat for market insights<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Curious what\u2019s happening in a zip code? Just ask. RISE AI can now pull summary market data, like median price trends and days on market, right in the conversation, so you get a quick read without leaving chat. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52840162552212-Creating-Market-Insights-from-RISE-AI-Chat\">See how it works \u2192<\/a><\/p>\n<h4 id=\"h-track-deals-right-on-the-contact-record\" class=\"wp-block-heading\"><strong>Track deals right on the contact record<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Every contact can now carry a Buyer or Seller deal, tied to the property, so you can see the full relationship from first touch to close without leaving RISE. Create a deal from any contact record, track it through Active, Pending, or Closed stages, and see your whole pipeline in the new Deals view, including your active deal count and total pipeline value. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52202471491988-Entering-Your-Deals-in-RISE\">Start tracking your first deal \u2192<\/a><\/p>\n<h4 id=\"h-client-discovery-survey-now-covers-renters-landlords-and-investors\" class=\"wp-block-heading\"><strong>Client Discovery Survey now covers renters, landlords, and investors<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Your Client Discovery Survey isn\u2019t just for buyers and sellers anymore. Renters, landlords, and investors can now identify themselves and share their preferences, and their answers land directly on their contact record so you\u2019re not stuck entering it by hand. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/49982242297748-The-Client-Discovery-Survey\">See the expanded survey \u2192<\/a><\/p>\n<h4 id=\"h-bring-your-ratemyagent-reviews-into-presentations\" class=\"wp-block-heading\"><strong>Bring your RateMyAgent reviews into presentations<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">If you\u2019re on RateMyAgent, you can now pull your verified reviews straight into a presentation. Add a profile summary, a featured review, or a full list, all fetched live and linked back to the original review. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52122696981140-Rate-My-Agent-Now-Available\">Connect your RateMyAgent account \u2192<\/a><\/p>\n<h2 id=\"h-improved\" class=\"wp-block-heading\"><strong>Improved<\/strong><\/h2>\n<h4 id=\"h-presentation-search-filters-now-match-your-mls\" class=\"wp-block-heading\"><strong>Presentation search filters now match your MLS<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Property search filters in Presentations now adapt to the MLS or MLSs you\u2019re connected to, so you see the filters that are actually relevant to your market. Connected to more than one MLS? You\u2019ll see the combined set. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52117855230100-More-Precise-Filtering-for-Your-Presentations\">See what\u2019s changed \u2192<\/a><\/p>\n<h4 id=\"h-a-new-home-for-brand-logos\" class=\"wp-block-heading\"><strong>A new home for brand logos<\/strong><\/h4>\n<p class=\"wp-block-paragraph\">Brand Admins now have a single library to manage logos across the whole brand hierarchy, with logos syncing in automatically from MoxiBranding. Office and Company Admins can see and confirm the exact logo before saving a style kit. <a href=\"https:\/\/rise-moxiworks.zendesk.com\/hc\/en-us\/articles\/52159570224020-Adding-a-Different-Logo-to-Your-Marketing-Agents\">Take a look \u2192<\/a><\/p>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>This month: create a seller CMA right from the chat, ask chat for market insights, and bring your RateMyAgent review into presentations. New Create a Seller CMA right from chat Drop in an MLS number or a property address, and RISE AI confirms the property and gets a Seller CMA draft started for you, so [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7046421,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[208969],"tags":[5427,388,1463,2279,6234],"dealstore":[],"offerexpiration":[],"class_list":["post-7046420","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-release-notes","tag-august","tag-notes","tag-product","tag-release","tag-rise"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>August 2026: RISE Product Release Notes - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=7046420\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"August 2026: RISE Product Release Notes - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"This month: create a seller CMA right from the chat, ask chat for market insights, and bring your RateMyAgent review into presentations. 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