Page Comparison

Consumer Portal home page

The client’s portal login automatically gives them access to the relevant information they need to see, in relation to their roles in AgencyCloud - i.e. owner (vendor/landlord), applicant or tenant

In the example below, the user of the portal has a tenant role only

Click a link below to read more about each section:

Menu/navigation bar

Home is currently selected (at bottom of screen), from this screen the client can:

• Click Track to access their tenancy, applicant/buyer or owner pages
  For more details on functionality accessed here, click the links below:

  • Owner: LINK COMING SOON!

  • Applicants: LINK COMING SOON!

  • Tenants: LINK COMING SOON!

• Click Listing to search for and view details of properties they may be interested in
  For more details on this section, click here: LINK COMING SOON!

• Click Contact to access names & contact details of their key contacts
  (as set within the Relationships panel in AgencyCloud)

Contact agent

A Key Contact is set in the Relationships panel on a tenancy, property or applicant record

• The name/photo for the client’s Key Contact is displayed

• Icons to the right offer shortcuts to call, text or email the Key Contact - useful when using the app on your mobile device

Main section

Your New Tenancy (displayed in tenant view)

This information will only show during arranging tenancy stage or at the end of a tenancy when post-tenancy checks are being completed

• For an arranging tenancy, the
  pre-tenancy check progress can be viewed

• This information will not be shown when the tenancy is current

• Click the panel to view the tenancy progress checklist
  This displays each pre-tenancy check and its status

Track Properties

• When set to My Search, this section shows properties the client has viewed and stared/liked (via Listing option)

• When set to Tenants, this section displays a summary of the client’s tenancy

Upcoming Events

• Displays any upcoming diary appointments they are involved in - such as viewings, property inspections etc.

Account options (including change password & contact details)

Account options offer the client the ability to change their contact details and/or their portal access password

To access account options:

• Click cog icon (top right) then click Settings

  

Change contact details

• The client can change their name, email address and mobile number
  This updates their contact record in AgencyCloud

• Click Save (at bottom of screen)

Change password (to access portal)

• Beside Change Password, click the button to display the password fields

• Enter new password and re-enter to confirm

• Click Save (bottom of screen)

Notifications

Notifications, such as details of newly logged works orders, can be accessed

• Click bell icon (top right)

• For example, clicking a notification about a new works order will display the list of works orders for the tenancy