Automate seller onboarding with MoveGenius

Chris Horroll
Chris Horroll
  • Updated

Alto has integrated with MoveGenius, a digital onboarding tool that automates seller onboarding, from instruction to exchange. It means less admin, no paperwork and faster transactions.

Key features include digital anti-money laundering (AML) and know-your-customer (KYC) checks, property information forms, and a live tracker for seller onboarding.

 

This article includes: 

What are the benefits of using MoveGenius?

  • Get to exchange quicker - Speed up the time-to-exchange by up to four weeks with upfront searches
  • Reduce fall throughs - Cut failed property transactions in half and save up to £1200 in wasted costs
  • Step-by-step guidance - Create a digital seller task list so your client knows exactly what to do at every step, and get them onboarded in 24 hours
  • Digitise verification checks - Make sure you’re compliant with digital ID and AML checks that come built in
  • Keep updated - Get real-time notifications and keep your clients updated on progress
  • Monitor performance - Compare analytics and performance across multiple branches

Setting up the integration

If you would like to request access, whether you're an existing MoveGenius customer or if you want to get set up as a new customer:

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Integrations
  3. Click the Buyer Onboarding category
  4. Below MoveGenius, click Tell me more
    1. If you're an existing MoveGenius customer and want to integrate your account with Alto, click Integrate MoveGenius. Slide the toggle indicating you have an account and click Integrate, at which point your request will be sent
    2. If you're a new customer wanting to get set up with MoveGenius, click Register interest. Complete the short form and click Submit. MoveGenius will then contact you to set up a no-obligation chat so you can find out more about them and how they integrate with Alto

To check on the status of your integration request and whether it's activated within Alto, you can view the Tell me more > Integrate page. 

integration request activation 2.png

Here, within the Branch integration section, you can view a Sent date alongside the available branches you have access to - this is the date upon which an activation email was sent to the partner.


The MoveGenius team will send an onboarding email to your branch manager, and from there you can add your vendors. An automated log in link will be shared with your clients at which point you can track the progress and encourage clients to complete the task list.

If you have any queries, or would like help using MoveGenius, you can get in touch with their team via email at sales@movegenius.com.

Related articles:

What is the Alto marketplace?

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