Welcome to Alto!

The information here provides you with the details involved in the process of setting up your Alto software, and introduces you to the teams you will be involved with along the way.

This article includes: 

Welcome call - Onboarding Kick Off

Your dedicated Onboarding Coordinator will contact you to arrange a convenient time for a 15-20 minute Zoom call. In this meeting, we discuss the onboarding process and you'll confirm some important configuration details. 

You will also receive your My Account login details, where you will complete the remainder of your company information for input into Alto.

During your Welcome call, your Onboarding Coordinator will discuss the following: 

  • Details of your order:
    • Number of branches, and how are they split between departments
    • Number of users
    • Number of accounts licenses 
    • Any add-ons, i.e. The Letting Centre letters pack, PropertyFile
    • Do you market Sales and/or Lettings, operate Overseas, require Property Management and Accounts? 
    • Will you be manually adding your data or are we migrating you from a current software system? 
    • How many properties you manage (if relevant)
    • Any specific requirements (department branding)
  • The process for completing My Account, section by section
    For more information on How to complete the Alto My Account page, click here
  • The structure of the training sessions
  • A brief overview of the accounts practice and go live process
  • An estimated timescale for project completion

Completion of integral areas of My Account

You will be sent an email to your My Account program. You are required to complete details that provides us with information to progress your order for installation, compiling the relevant configuration decisions, account information, templates, branding and business details, onto your Alto system.

The email will be sent from no-reply@propertysoftwaregroup.com and contains a link with your allocated username and password, to log in to your personalised My Account program.

In order to ensure your training takes place as scheduled and your Alto implementation progresses smoothly, the following areas need to be completed on your My Account program:

  • API Agreement
  • Pre-Configuration
  • Design 
  • Design Sign Off
  • Property Management Accounts Preparation
  • Property Management Accounts Configuration

For more information on How to complete the Alto My Account page, click here

Match areas

Please also ensure you have provided a full list of your Match areas within the Pre-Configuration section.

Match areas refer to the specific areas within which your branch(es) operates, i.e. the areas in which you market properties and the areas your applicants are interested in living. These details are an integral factor in ensuring that the setup of the matching process is successful.

Match areas can be listed as either place names or postcodes, but not a mixture of both formats. We suggest place names are easier to identify by the user, than that of postcodes.

 Note

If you have additional areas in which you infrequently market properties, these can be added at any time by your Group Administrator

Onboarding journey

For a full breakdown of each step in the Alto Onboarding journey, please see Alto Onboarding journey overview.

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