Consumer Portal home page feature overview

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 home page when viewing the portal as a tenant, applicant or owner (i.e. landlord/vendor)

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

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:

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

Clients only need one login to the portal 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: 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

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

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)
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 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)

Menu/navigation bar (bottom of screen)