When you need to add a new landlord in Alto, it's important their record is as complete as possible. As well as creating them as a new contact, you can also add a new property record to their landlord record.
Note
To create a new landlord, you will first have to create a new contact. Once the contact is added, they will automatically be referenced as a landlord when a property to let is created and linked to them
This article includes:
Creating a new contact
- Click Contacts on the main toolbar
- Click Add Contact
- The Type of record needs to be set to Client
- If the contact is only going to be a Landlord, change the Intention to Not looking
- A Deactivating Requirement Profiles? message appears. Click Yes to confirm that you would like to deactivate the requirement profile
- Enter all the landlord Contact information possible within the First Person, Second Person, Account Delivery Method and Address sections
- If you are able to complete any additional information in the Position, Preference Centre and Other Addresses top tabs, you can do so
- Click Save
For more information on Adding a new contact and searching for contacts, click here
Adding a property
- Click Property on the main toolbar
- Click Add a Market Appraisal or Property
- The Add a Market Appraisal or Property window opens. In the Vendor/Landlord section, find and click the relevant landlord using the search bar
- To add a new property record, in The Property section, click Add New
- The Add New Property window opens. You can either use the Postcode finder to set the address, or manually enter the property address
- When you have checked that the address is correct, you can then select
- The Branch you want this property to be allocated to
- The Negotiator you want this property to be allocated to
- Market - Click To Let
- The property Category i.e. Residential
- The Type of property i.e. House
- Enter the number of Bedrooms, Bathrooms and Receptions if known
- Click Next
- Click Book to add a Market Appraisal to your diary (Optional)
- Click Finish
On the contact record Overview, they'll show as a Landlord. The property status stays as Appraisal until it gets changed to Instructed.
Note
You will not be able to market, book viewings or start a tenancy on the property until the property status has been changed from Appraisal to Instructed, then changed to Available
For more information on Adding a new property and searching for properties, click here