BoldLeads

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

Follow

How Do I Sign Up & Setup 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 & make sure your MLS works with CloudCMA

You’ll need to contact your MLS to verify that they work with CloudCMA. Not all MLS Providers support CloudCMA: Click here to find a list of supported MLS Providers

It is also possible your MLS provides you with a free CloudCMA account, so be sure to check for that once you verify your MLS does indeed support CloudCMA

  • 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, if you are in need of a CloudCMA account, 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.

AccountSettings2.png

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

CloudCMATab.png

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

NewCloudAccount.png

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

IagreeCMA.png

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

ContinuetoSetup.png

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

STEP 7:  Copy the CloudCMA API key from the Account Settings section under the Integrations portion of your CloudCMA account. 


Screenshot_at_Mar_15_12-51-02.png

 

Screenshot_at_Mar_15_12-52-07.png

 

Screenshot_at_Mar_15_12-55-24.png

 

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

EnterAPIKey.png

 

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 account.

STEP 1:  Copy the CloudCMA API key from the Account Settings section under the Integrations portion of your CloudCMA account. 

Screenshot_at_Mar_15_12-51-02.png

 

Screenshot_at_Mar_15_12-52-07.png

 

Screenshot_at_Mar_15_12-55-24.png

STEP 2:  Under your BoldLeads account settings, click CloudCMA, and then select "I have a CloudCMA Account".

IHaveACloudCMA.png

STEP 3:  Scroll down and paste in your API Key!

EnterAPIKey.png

 

Complete the CloudCMA setup from inside your BoldLeads Account:

STEP 1:  Set the time for when the CloudCMA report should be sent after a lead fills out the form.

whenshouldCMA.png

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

CMASubject.png

STEP 3:  Assign the CloudCMA to your default Funnel. Most of our clients use the Home Valuation Follow Up Funnel (no cma). If you're wanting to put a CloudCMA email in your Text Concierge funnel you'll have to manually add it.

ChooseFunnelCMA.png

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

RecurringCMA.png

STEP 5:  Last step! Click Save and Continue.

SaveandContinue.png

Have any questions?

Our Client Care Team is happy to jump into your account and double-check that your settings are correct. Give us a call at 844-413-1615, and selection option 1 for our Client Care team.

 

 

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.