Page Comparison

Home page

The client’s portal app 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 app (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 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 Listings function on MyAgency

• 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 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

• This information will only be shown when a sale is progressing on a property

• 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)

• 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

Account options (including change password & contact details)

Account options offer the client the ability to:

• Change contact details

• Change portal app 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 portalapp)

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

• Enter new password and re-enter to confirm

• Click Save (bottom of screen)