Using Boldleads

Get to know the basics, and a few helpful tips & tricks along the way!

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How Do I Sign Up For CloudCMA?

CloudCMA is an easy way to create reports that help you write more offers and win more listings.  

Before you get started, there are a couple of important things you need to do before you start setting up your CloudCMA account.

First, contact your MLS

  • You’ll need to contact your MLS to verify that they work with CloudCMA. Not all MLS work with CloudCMA.

Next, make sure your MLS works with CloudCMA

If it does, you're on your way. The next step is to ask if they provide agents with a free CloudCMA account.

  • Yes: If your MLS provides a free account, ask them how to access it or for the CloudCMA API Key.
  • No: If your MLS does not provide a free account, you will need to sign up for a CloudCMA account.

Finally, use the BoldLeads Discount!

BoldLeads offers a discount on your monthly subscription to CloudCMA. To use this discount, sign up for CloudCMA through your BoldLeads account:

How to sign up for CloudCMA through your Boldleads Account

  1. Login to your BoldLeads account.
  2. Click the Settings tab.
  3. In the left-hand column, click CloudCMA.
  4. Click the gray button titled "I need a CloudCMA account".
  5. Check the box indicating that you agree to add CloudCMA to your monthly bill.
  6. Click the green button titled "Continue to setup!".
  7. Fill out the form and then log in to your new CloudCMA account.
  8. Copy the CloudCMA API key. Your key is in your CloudCMA account under Settings > Lead Generation.
  9. Return to your BoldLeads Account and check the I Agree box and select Continue to Setup!

If you already have a CloudCMA account

If you already use CloudCMA and have an account, you will need to connect your CloudCMA account to your Boldleads accounts.

  • Step 1: Locate your CloudCMA API Key inside your CloudCMA account. The API Key can be found under Settings under the Lead Generation tab.
  • Step 2: Under Settings, select "I have a CloudCMA Account". (Do not click on I need a CloudCMA Account.) The system will ask you to fill out a few pieces of information. Be sure to provide the system with the required information to finish setting up the connection between your CloudCMA and Boldleads accounts.

Complete the CloudCMA from inside your BoldLeads Account:

  1. Enter your new CloudCMA API Key into the top field titled Enter Your CloudCMA API Key.
  2. Set the delivery time.
    • Important! Set a delivery time that makes sense in relationship to the Funnel Emails. If you are using the Home Valuation Follow-Up Funnel, we recommend that you set the delivery time after one hour and before three days.
  3. Okay, that’s the hardest part. Phew! Next, you’ll see that your email will come with a pre-scripted subject and message already generated. You can absolutely edit or customize the message to say something different.
  4. Assign the CloudCMA to a Funnel. Most of our clients use the Home Valuation Follow-Up Funnel.
  5. You also have the option to send a recurring CMA every 30, 60 or 90 days.
  6. Last step! Click Save and Continue.

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Need another set of eyeballs to check your work?

Our Support Team is happy to jump into your account and double check that your settings are correct. 

 

 

 

 

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