Tools

My Alto - Quotes & Account Changes

• Connecting via Team Viewer
• Changes to your Account
• Request a quote
• Billing enquiries
• Design Team - Professional Service

App Tools

• Creating an ad hoc letter template
• Creating a new event driven letter template
• Creating a standard paragraph for Email, SMS and Rooms
• Editing stationery templates
• Clone a stationery template
• Amending a letter template
• See all 14 articles

User Settings

• Creating new users and changing someones name
• 2 step verification
• Restricting the IP addresses that can access Alto

System Tools

• How do I reset my password?
• How do I unlock a user account?
• Deactivating and reactivating user accounts
• Adding a signature to an email template
• Adding a signature to a letter template
• Set up SMS text or email reminders for viewings and market appraisals
• See all 19 articles

Home Screen

Main Dashboard

• Filtering the Main Dashboard by Branch and Negotiator
• Creating Tasks
• Finding and filtering tasks
• Updating and completing tasks
• Updating an appraisal from the dashboard
• Finding completed and cancelled appraisals
• See all 9 articles

Property Management Dashboard

• Overview of the Property Management Dashboard
• Setting the Property Management Dashboard as default
• Dashboard - managing event dates
• Dashboard - chasing arrears & arrears letters
• Dashboard - landlords to pay
• Dashboard - suppliers to pay
• See all 16 articles

Movement Book

• Using the Movement Book

Property Map

• Property Map

Communication

• Sending SMS and email from the home screen

Property

Adding a Market Appraisal or Property

• Initial settings on a property
• Adding a new property and searching for properties
• Adding additional landlords to a property
• Adding a property to an existing landlord
• Cloning a property
• Booking a market appraisal for a property
• See all 8 articles

Marketing Properties

• Property & Timeline
• Marketing
• Rooms & Media
• Mapping and Matches
• Keys
• Management
• Features and Areas
• Portals
• Customising a window card template for a property
• Customising a brochure template for a property
• Adding flashes on brochures and window cards
• Sticky notes on a property
• Removing properties from the recent and favourite list
• Quickly check when a sales property was made available
• See all 11 articles

Property Status

• Changing the status of a property
• Making a property available
• Changing a let property back to available
• Showing when a lettings property is available from
• Archiving a property
• Finding archived properties
• See all 9 articles

Viewings

• Booking a viewing via a property
• Changing a viewing
• Adding follow-up notes and feedback for viewings
• Cancelling a viewing

Offers

• Making an offer on a sales property
• Chasing and revising offers
• Accepting an offer on a sales property
• Withdrawing an offer from a sales property

Contacts

Adding Contacts

• Adding a new contact and searching for contacts
• Adding a new applicant
• Adding a vendor
• Initial settings on a landlord
• Adding a landlord
• Adding landlord bank account details
• See all 15 articles

Applicant Matching

• Adding an applicants requirements profile
• Renaming an applicants requirements profile
• Disabling an applicants requirements profile
• Deleting an applicants requirements profile
• Stop a contact from matching to properties

Managing Contacts

• Contact Statuses
• Contact
• Timeline
• Documents
• Transactions
• Management
• Sticky notes on a contact
• Adding a General Appointment to a supplier
• Booking a market appraisal for a contact
• Booking a viewing via a contact
• How to conduct a money laundering check
• Transferring a contact to another branch
• See all 14 articles

Emails, Letters & Documents

• How to upload documents to a contact
• Add a standard paragraph to an email and SMS
• Adding additional recipients to an email
• Adding an attachment to an email
• Sending email and SMS messages to a contact
• Create and send an event driven letter
• See all 10 articles

Tenancy and Property Management

Properties

• Adding an expense to a property
• Removing a property expense
• How do I reverse an expense?
• Adding an invoice to a property
• Setting up initial fees
• Setting up a letting fee on a property
• See all 7 articles

Landlords

• Landlord period statements
• My fee credit isn't appearing on my landlord statement
• The rent isn't showing on my landlord statement
• Paying a Landlord
• Retaining money from a landlord statement
• Reversing a landlord statement
• See all 8 articles

Tenancies

• Tenancy
• Timeline
• Transactions
• Initial settings on a tenancy
• Searching for a tenancy
• Creating and starting a tenancy
• Creating a joint tenancy
• How to produce a tenancy agreement
• Uploading documents to a tenancy
• See all 14 articles

Suppliers

• Paying a supplier
• Supplier payment terms

Property Maintenance & Works Orders

• Adding a works order from a supplier
• Adding a works order from a property

Progressions

Sales Progressions

• Progressing a sale
• Adding a break clause
• Adding a sales progression note
• Sending a sales progression email
• Sending a sales progression SMS
• Completing a sales progression task
• See all 29 articles

Lettings Progressions

• Making an offer on a lettings property
• Accepting an offer on a lettings property from the dashboard
• Updating a tenancy in progress if let externally
• Updating a tenancy after failing to let
• Progressing a tenancy
• Progressing a vacating tenancy
• See all 21 articles

Accounts

Transactions

• Opening Balance on Applicant
• Opening Balance on Supplier
• Opening Balance on Tenant
• Opening Balance on Tenancy
• Opening Balance - Landlord
• Opening Balance - Landlord agency fees
• See all 7 articles

Bank Transactions

• Insufficient bank details for BACS
• Bank reconciliation
• Paying agency fees from a client account
• Landlord refund of NRL tax
• Overseas tax / NRL - process tax quarterly
• Printing HMRC reports
• See all 8 articles

Diary

Diary

• Quick access to Diary appointments via the home screen
• Changing the diary day/week view
• Accessing and filtering branch diaries
• Setting up a default diary view
• Setting up and amending Diary Groups
• Booking a General Appointment in the Diary
• See all 14 articles

Reporting

Property Reporting

• Running reports
• Checking which keys are signed out (Key Book) report

Applicant Reporting

• Applicants Registered report
• Applicants By Rating report
• Applicants who haven't viewed a property (Applicants Not Viewing) report
• First Time Buyers report
• Applicants Phone and File Logs report

Lettings Reporting

• Let Agreed report
• Tenancies due to Expire report
• Tenancy Details report

Property Management

• Critical Dates Not Set report

Property Management Financials

• The Client Bank Balances report

PropertyFile & Other Services

PropertyFile

• PropertyFile Overview, Activation and Configuration
• Market Appraisals
• eSigning Functionality
• Vendor Portal
• Landlord Portal
• Tenant Portal
• Maintenance Reporting
• Applicant Portal

The Letting Centre

• Schedule of changes 2020
• The Letting Centre example - schedule of letters
• List of Letting Centre forms and agreements for 2020
• A01 General tenancy agreement guidance notes 2020
• A02 and A03 Assured shorthold tenancy agreement guidance notes 2020
• A05 Company letting agreement guidance notes 2020
• See all 11 articles

Brief Your Market

• Brief Your Market

Release Notes & Legislation

Alto Release Notes

• Upgrade notes Version 2020.17
• Upgrade notes Version 2020.16
• Upgrade notes Version 2020.15
• Upgrade notes Version 2020.14
• Upgrade notes Version 2020.13
• Upgrade notes Version 2020.12
• See all 8 articles

PropertyFile Release Notes

• PropertyFile Upgrade notes - Applicant Portal
• PropertyFile Release Notes version 6 - Landlord Portal
• PropertyFile Release Notes Version 5 - Vendor Portal (phase 2)
• PropertyFile Release Notes Version 4 - eSignatures
• PropertyFile Release Notes Version 3 - Configuration
• PropertyFile Release Notes Version 2 - Market Appraisals
• See all 7 articles

Legislation

• Changes to The Letting Centre - Section 21 Form 6A
• Electrical Safety Standards 2020
• What is Making Tax Digital (MTD)?
• Making Tax Digital - User Guide
• Personal Information Request - Subject Access Request
• Personal Information Request - Data Portability Request

New to Alto

Start your Alto journey

• My Account
• The Migration Process
• Welcome to Alto
• Where is the Knowledge Centre?
• How do I submit a ticket?

Dashboard

• Setting your default dashboard

Terminology

Alto Terminology

• Alto terminology and icon guide