Listing appointment prep · For independent agents

Walk into everylisting appointmentalready prepped.

Upload the CMA you already pulled. upHelio doesn't just format it — it re-runs the pricing math against your actual local comps, then hands you a data-backed price range, a seller net sheet, and appointment talking points. In the time it takes to make coffee, not an afternoon.

uphelio — brief · 2147 e firth stlive
Suggested list range
$342,730$357,439
Anchored on 5 closed comps you confirmed within 0.31 mi, block-calibrated. The Hazzard St distress sale was excluded.
High confidence
Price floor
$340,000
AVM spread
$23,100
Turnaround
11 min
7 comps1 excludednet sheet readybranded export
scroll
01
The Bottleneck

The CMA takes two hours. The appointment is in twenty minutes.

Pulling comps, checking for distress sales, adjusting for the finished basement your competitor's listing doesn't have, building a net sheet the seller can actually read — all of it manual, all of it before you've even knocked on the door. Most agents either rush it or skip half of it.

Manual CMA time
1–2 hrs
Comps to filter by hand
15–20
Adjustments to eyeball
per feature
02
The Agentic Solution

upHelio does the busywork. You keep every decision.

Upload the CMA PDF you already pulled from RPR, Remine, or your MLS — upHelio reads the comps out of it, then does its own work on top: re-filters for distress sales, re-checks the geography and bedroom match, and runs an independent regression to calibrate price adjustments to your actual local market — not a generic table, and not just whatever the source PDF already concluded. Every suggestion is yours to confirm or override. Nothing ships to the seller without you seeing it first.

01

Suggest, never decide

Every AI read comes with a confirm/override control. For the two calls that matter most — is this comp a distress sale, what's the actual layout — upHelio shows you the evidence before revealing its own guess, so you form your own read first.

02

Calibrated to your block, not a national table

When there's enough local data, upHelio runs its own regression on your confirmed comps — a finished basement is worth what it's worth on this street, not a flat $10k everywhere, and not whatever number the original CMA export already had. When data's thin, it says so honestly instead of pretending otherwise.

03

From price range to leave-behind, in one flow

Comps → adjustments → AVM cross-check → net sheet → a branded, presentation-ready brief. One flow, your name on it, the seller never sees the tool.

03 · See it work

From upload to appointment-ready, step by step.

Not a description of the software — the software. Scroll through the actual flow.

Step 1 — Data intake
Path A — Preferred
Upload a CMA
Drop a PDF from your MLS tool. MLS-grade precision.
RPR_CMA_2147EFirth.pdf
Path B — Fallback
No CMA handy
Estimate-grade. upHelio pulls a first pass for you.
"Upload your CMA, or let upHelio pull a first pass."
Step 3 — Comp review
photo — 2034 e hazzard stflagged
2034 E Hazzard St
your read first
Sold
$289,000
DOM
118d
Dist
0.24 mi
"upHelio shows you the evidence first. You call it — then see what upHelio thinks."
Step 6 — Adjustment breakdown
FeatureThis blockGeneric
Half bath+$6,800+$5,000
Finished basement+$11,200+$10,000
End-of-row position+$9,300+$7,500
"Local regression, not a generic table — and it tells you when it isn't confident."
Step 7 — AVM triangulation
RPR RVM
from the uploaded PDF
$351,400
RentCast AVM
live pull, estimate-grade
$338,900
Agent-supplied (Zillow)
the seller will have seen this one
$362,000
upHelio regression
your confirmed comps, locally calibrated
$357,000
"Every automated valuation, side by side. Context, not the answer."
Step 8 — Net sheet
Low
$349,500
Net$319,700
Mid — anchor
$357,000
Net$326,600
High
$364,500
Net$333,500
"What the seller actually walks away with — worst case, so the real number comes in better."
Step 9 — The brief
Suggested list range
$349,500 – $364,500
Prepared by Dana Whitfield · Keller Williams Philly
High confidence
"Export it, brand it, bring it. The seller never sees upHelio — they see you, prepared."
Upload01 / 06Appointment-ready
03B · Then you walk the property

The desk estimate ends where your walkthrough begins.

The brief isn't the final word — it's what you bring into the appointment. Standing in the driveway, upHelio switches to a phone-sized, 60-second check: does the street match what the comps suggested, does the place look like its photos. Confirm or correct with a tap, no typing. Then see exactly how your own eyes moved the number — or didn't.

On-site · 60-second confirm
2147 E Firth St
Street noise / traffic
Quiet blockModerateBusy
Matches the listing photos
YesPartlyNo
Done — re-run the numbers →
"Street noise, curb appeal, does it match the photos — a 60-second tap-through, standing in the driveway."
Post-walkthrough refine
Your eyes moved the number.
Before — desk estimate
$349,500 – $364,500
After — with your observations
$353,000 – $368,000
+$3,500 from your on-site reads — the block was quieter than the comps implied.
Finalize for the presentation →
"Your eyes moved the number — or confirmed it. Either way, you finalize with what you actually saw."
04 · The signature move

You call it first. Then upHelio shows its read.

On the two decisions that matter most — is this comp real or a distress sale, what's the actual layout — upHelio never leads with its own answer. You see the photos, the days-on-market, the price. You make the call. Then upHelio's suggestion reveals underneath, with its reasoning, and you confirm or override. If you disagree, your call stands.

Try it — it's the real interaction, not a screenshot
photo — front elevation
photo — interior, estate condition
outlier check tripped
2034 E Hazzard St
3 bd · 1 ba · 1,230 sqft · Row · Fishtown
Closed · full weight?
Sold price
$289,000
Days on market
118d
Distance
0.24 mi
Flagged — your read first
This one tripped an outlier check. Look at the photos, the days-on-market, and the price. You call it — then upHelio shows its read.
05
Honest confidence

A number is only as good as what's behind it.

Some markets have plenty of recent comps. Some don't. upHelio never shows a price range with more confidence than the data supports — every estimate carries a visible tier, from a full local regression down to an honest first-pass when your market's still thin. You always know exactly how much to trust the number in front of you.

Strongest
Local regression
Enough confirmed comps on the block to derive dollar values from this street.
Solid
Matched-pair
Fewer comps — values from direct pair comparisons. Directional, not gospel.
Prior
Metro prior
Thin block data — leans on the wider metro. upHelio says so, plainly.
Honest floor
Generic starter
Not enough to model. A starting matrix — lean on your local knowledge.
06 · Who it's for

Built for the agent working solo, not the brokerage suite.

upHelio isn't a brokerage-wide platform with a seat-based enterprise contract. It's priced and built for the independent agent who already has RPR or Remine open on one screen and wants the busywork gone on the other.

upHelio isn't an MLS-connected CMA generator — it doesn't independently search listings or discover comps you haven't already found. It reads the comp data out of the CMA you've already pulled from your own MLS access, then generates its own price range, adjustments, and net sheet on top of it — it's not a formatter, and it's not a replacement for your walkthrough, your read of the seller, or your local knowledge. It gets you most of the way there and tells you exactly what still needs your eyes.

Early access

Prep your next listing appointment in minutes, not an afternoon.

upHelio is opening to a first group of independent agents. Request a demo to see it on your own market — and help shape it before general availability.

No card required. We'll reach out before you're charged anything.