Progressing a tenancy

Alto can help you easily manage the progression of a tenancy application, through the defined tasks that are to be followed, until such time as the tenant has moved in and the tenancy setup has been finalised to make the tenancy active.

To help you, each section below acts as a process walkthrough and links out to the relevant articles.

This article includes:

How to access a tenancy progression

The tenancy progression screen can be accessed in any one of three ways:

From Progressions:

  1. Click Progressions on the main toolbar
  2. Click All Lettings on the side menu
  3. Click the relevant tenancy from the list

From the Tenancy:

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1.  Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Tenancy on the side menu
  4. Click Progression

From the Property:

  1. Click Property 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 Lettings Progression

Progressing a tenancy can involve many actions so please refer to the appropriate article.
For more information on Creating and starting a tenancy, click here

Communicating with parties involved in setting up a new tenancy

Adding a lettings progression note

Sending a lettings progression email

Sending a lettings progression SMS

Working through tenancy progress tasks

Completing a lettings progression task

Adding a custom lettings progression task

Cancelling a lettings progression task

 Best practice

Whilst it isn't mandatory to complete all of the tasks in order to make a tenancy active, we recommend it as it enables you to check that everything that should have been done, has been done. As each task completed advances the progress meter, everyone can quickly see how far every tenancy application has reached from the progression screen, without having to go into each and every tenancy

 Note

The list of progress tasks that you see when setting up a new tenancy may differ from the one that appears in these examples as this list can be customised in System Administration by your appointed Group Administrator
For more information on Setting up default settings in Group Settings, click here

Finishing the new tenancy setup

Editing tenancy details during progression

Creating an Initial Invoice for a new tenancy

Finalising a let to make the tenancy active

Ending a new tenancy that's no longer proceeding

Withdrawing a tenancy in progress

Updating a tenancy after failing to let

Updating a tenancy in progress if let externally

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