The Client Experience

When you invite a client to start using Cloud Streams they will receive an email with the subject, "Property listings from" your name.  Opening the email, it will look like this:

Below the Invitation Bar will appear some sample properties from the listings you may have chosen for the client.  When they click the Accept Invitation button you will be notified of the acceptance and the CloudStreams site will pull up for the client and prompt them to create an account:

Once the details have been provided and they click Continue the CloudStreams site will appear.  

They will see the results of your search presented as a grid:

Clicking the photo of the property will open the buyer details page. 

Under each property the client will be able to:

• Click the heart to mark it as a favorite
• Hide the property by clicking the eyeball with a slash through it
• Click the word bubble to start a conversation with you
• Click the box with an arrow pointing up to copy a link or directly email someone the details of this property

  • The client may alter how they’re notified of updates to their stream by clicking the Alerts button to the right of the stream name then setting their preferences for email and text (SMS) alerts
    

• Related Articles

• Removing A Client

  When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients. Select the Clients portion of that bar and below will appear your list of clients. In the lower right corner of your client’s ...

• Managing Clients

  When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients. Select the Clients portion of that bar and below will appear your list of clients. Clicking on a client name will then provide ...

• Buyer Tour as a Slideshow

  Any Buyer Tour created through Cloud CMA can be run as a tablet or laptop presentation. Presenting the Buyer Tour on the tablet or laptop is a complement to your discussion with your client and can be used to give a preview of the properties you will ...

• Creating A Stream From A Search

  Once results have been returned from a search you can turn those results into a stream to send to a client. To begin, you can either: select a property (or multiple properties) to send only those specific listings as a Stream to your client. -or- ...

• Managing Streams

  When you access CloudStreams a bar will show toward the top of the screen with choices Activity, Streams, and Clients. Select the Clients portion of that bar and below will appear your list of clients. Clicking on a client name will then provide ...