Boldleads

Get to know the basics with a few helpful tips and 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.  

IMPORTANT!  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 Providers support 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!

We offer a discount rate on your monthly subscription to CloudCMA! To use this discount, sign up for CloudCMA through your BoldLeads account through the following steps:

STEP 1:  Click the Settings tab.

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STEP 2:  In the left-hand column, click CloudCMA.

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STEP 3:  Click the gray button titled "Sign up for a new account".

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STEP 4:  Check the box indicating that you agree to add CloudCMA to your monthly bill.

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STEP 5:  Click the green button titled "Continue to setup!".

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STEP 6:  Fill out the following information and then log in to your new CloudCMA account.

STEP 7:  Copy the CloudCMA API key form your Settings in the Lead Generation tab.

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STEP 8:  Return to your BoldLeads Account and paste in your API Key!

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If you already have a CloudCMA account

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

STEP 1:  Copy the CloudCMA API key form your CloudCMA Account Settings in the Lead Generation tab.

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STEP 2:  Under Settings, select "I have a CloudCMA Account".

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STEP 3:  Return to your BoldLeads Account and paste in your API Key!

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Complete the CloudCMA from inside your BoldLeads Account:

STEP 1:  Set the delivery time for When Should The CMA be sent after a lead fills out the form?

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STEP 2:  Optional - You can edit or customize the message to say something different.

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STEP 3:  Assign the CloudCMA to a Funnel. Most of our clients use the Home Valuation Follow-Up Funnel.

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STEP 4:  You also have the option to send a recurring CMA every 30, 60 or 90 days.

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STEP 5:  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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