Page Comparison

Home page

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

In the example shown right, the user of the portal (Simon Davies) has a tenant role only

Click a link below to read more about each section:

Menu/navigation bar (bottom of screen)

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

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

  • Owner: Using the owner (vendor/landlord) view on the Consumer Portal

  • Applicant: Using the applicant view on the Consumer Portal

  • Tenant: Using the tenant view on the Consumer Portal

• Click Listing to search for and view details of properties they may be interested in
  For more details on this section, click here: Search for properties to rent or buy via Consumer Portal Listings function

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

Notifications (top right)

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

Contact agent

• This shows details of the client’s Key Contact

• as set in the Relationships panel on

• their contact record
  

• The Key Contact 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
  

Current tenancy/sales progress

Tenant view: displays Your New Tenancy
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

Applicant view: displays Sale Progress

• Click the panel to view the sales progress checklist
  This displays each sales progress check and its status

Track Properties

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

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

• For a vendor/landlord: when set to Owner, this section displays their sales/lettings properties

Upcoming Events

• Displays the user’s upcoming appointments for viewings & property inspections

• A dot under the calendar date indicates that an event exists

Account options (including change password & contact details)

Account options offer the client the ability to change their :

• Change contact details

• Change 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)