Alto has integrated with Snappily (formerly known as MoveGenius), whose one-stop-shop automates seller onboarding, from instruction to exchange. It means less admin, no paperwork and faster transactions.
This article includes:
What are the benefits of using Snappily?
- Streamline compliance - All necessary compliance information and documents are digitally available, providing peace of mind with regulations
- Boost efficiency - All compliance tasks are centralised, eliminating the need for multiple logins and various apps. Minimised paperwork facilitates an efficient property transaction process
- 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
- Automation - Automated data input for listings in line with listing rules
Setting up the integration
If you would like to request access, whether you're an existing Snappily customer or if you want to get set up as a new customer:
- Click Tools on the main toolbar
- In the dropdown menu, click Integrations
- Click the Buyer Onboarding category
- Below Snappily, click Tell me more
- If you're an existing Snappily customer and want to integrate your account with Alto, click Integrate Snappily. Slide the toggle indicating you have an account and click Integrate, at which point your request will be sent
- If you're a new customer wanting to get set up with Snappily, click Register interest. Complete the short form and click Submit. Snappily 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.
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 Snappily 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.