Adding a landlord

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

  1. Click Contacts on the main toolbar
  2. Click Add Contact
  3. The Type of record needs to be set to Client
  4. If the contact is only going to be a Landlord, change the Intention to Not looking
  5. A Deactivating Requirement Profiles? message appears. Click Yes to confirm that you would like to deactivate the requirement profile
  6. Enter all the landlord Contact information possible within the First Person, Second Person, Account Delivery Method and Address sections
    1. If you are able to complete any additional information in the Position, Preference Centre and Other Addresses top tabs, you can do so
  7. Click Save

Adding a property

  1. Click Property on the main toolbar
  2. Click Add a Market Appraisal or Property
  3. The Add a Market Appraisal or Property window opens. In the Vendor/Landlord section, find and click the relevant landlord using the search bar
  4. To add a new property record, in The Property section, click Add New
  5. The Add New Property window opens. You can either use the Postcode finder to set the address, or manually enter the property address
  6. When you have checked that the address is correct, you can then select
    1. The Branch you want this property to be allocated to
    2. The Negotiator you want this property to be allocated to
    3. Market - Click To Let
    4. The property Category i.e. Residential
    5. The Type of property i.e. House
    6. Enter the number of Bedrooms, Bathrooms and Receptions if known
  7. Click Next
  8. Click Book to add a Market Appraisal to your diary (Optional)

     Note

    You don't have to book a Market Appraisal at this stage. However, on the property, you will need to record the Proposed price in the Post Appraisal top tab, within Appraisal on the side menu

  9. 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

Related articles: 

Initial settings on a landlord

Adding additional landlords to a property

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