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This guide has been reviewed against our global client base and classed as relevant to all regions

This page gives an overview of the features of the portal MyAgency home page when viewing the portal app as a tenant, applicant /buyer or owner (i.e. landlord or /vendor)

Tip

The Consumer Portal application in use by your business is usually MyAgency application is customised to your brand, therefore the design of the screens shown below will differ, however the functionality is the same

Consumer Portal home

Home page

The client’s

portal

app 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

shown right, the user of the

portal

app (Simon Davies) has a tenant role only

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Click a link below to read more about each section:

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Menu/navigation bar (bottom of screen)

Home is currently selected (

at

bottom

of screen

left), from this screen the client can:

  • Click

Track

  • Marketing 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!

    • info
    Tip

    Clients only need one login to the

    portal

    app which automatically gives them access to the relevant views within it - i.e. owner (vendor/landlord), applicant or tenant

    • 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

    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

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    Contact agent

    This shows details of the client’s Key Contact as set in the Relationships panel on

    a tenancy, property or applicant

    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

    Info

    The option to text/SMS is only available via a mobile device (that supports SMS), calling can be achieved via a desktop/laptop if supported by the device in use

    Main section

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    Current tenancy/sales progress

    Tenant view: displays 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

    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

    stared

    • 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

    any

    • the user’s upcoming

    diary appointments they are involved in - such as viewings,

    • appointments for viewings & property inspections

    etc.

    Account options (including change password & contact details)

    Account options offer the client the ability to

    change their

    :

    • Change contact details

    and/or their portal

    • Change app access password

    To access account options:

    • Click cog icon (top right) then click Settings

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    Change contact details

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

    in AgencyCloud

    • Click Save (at bottom of screen)

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    Change password (to access

    portal

    app)

    • 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

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    Note

    Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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    Overview of the features available on the Consumer Portal MyAgency home page when viewing the portal app as a tenant, applicant or owner (landlord or vendor)