Property sales progressions (beta) overview

Chris Horroll
Chris Horroll
  • Updated

Alto makes it easy for you to manage the progression of a sale/property purchase.

This article includes:

What are the benefits of property sales progression

  • Customise milestones - Add your own unique and custom tasks to individual sales with a simple sales progression checklist
  • Track progress and issues - View notifications for automated milestones, and/or create and complete your own milestones. Plus, record all communications in one central repository for a full audit trail
  • Communicate in seconds - Create, manage and view sales chains visually, send progression updates via SMS or email to everybody involved in the sale, and produce all important letters and invoices automatically
  • Keep vendors up to date - Easily share sales progression updates with vendors through their own PropertyFile account, via the Vendor Portal
  • Group your contacts - Group sales progression by Conveyancer or Sales Progressor to save time and get all your answers in one place

 

Sales progressions (beta) dashboard

  1. Click Progressions on the main toolbar
  2. In the dropdown menu, click Sales progressions beta

The new Sales progressions (beta) dashboard in Alto is where you can view an overview of the property as well as the key details including the Status, Sales Progressor and the Branch of each progression, in addition to the Vendor and Buyer, the associated Conveyancers, and any important dates and milestones. 

During the progression, any progress made can be shared in real-time with your buyers and sellers via PropertyFile.

Alto conveyancing automated milestone notifications 1.png

If a conveyancer has been referred, whenever they update their CMS (Case Management System) with important milestones, they're now automatically sent to Alto for your visibility, speeding up your sales progression.

Additionally, you'll receive a notification (within Notifications) whenever a new milestone update is reached as well as an email notification. Emails will contain the property address, the latest milestone, and all milestones that have been previously received, so you can understand the update without logging in.

Alto conveyancing automated milestone notifications 2.png

 Note

You'll automatically have these emails enabled, but you'll have the ability to toggle them off, if preferred.

  1. Click Your name in the main toolbar
  2. In the dropdown menu, click Account settings 
  3. Untick Receive email notifications

Live conveyancing milestones.png

Accessing and viewing a sales progression

There are two ways you can access the progression of a sale:

From Progressions:

  1. Click Progressions on the main toolbar
  2. In the dropdown menu, click Sales progressions beta
  3. You can filter the sales by property Branch, Conveyancer or Sales Progressor if you need to narrow down the number of sales listed
  4. Click Manage progression alongside the relevant sale in the list to view the chain information, pending tasks and all of the progression milestones

From Properties (i.e. the property record):

  1. Click Properties on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Sales Progression. You'll then be able to view the chain information, pending tasks and all of the progression milestones

Conveyancer referal - progression milestones.png

For more information on Progressing a sale, click here.
(Progressing a sale can involve many actions, and so this article acts as a process walkthrough and links out to the relevant articles)

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