PropertyFile is an online platform that has been integrated with Alto. It helps keep your clients informed and engaged throughout the life cycle of their property sales or letting journey.  

Your website administrator can add a button to your website which will enable customers to request a market appraisal of their property. When a client has made an enquiry via your website, the enquiry will then display on your Alto dashboard, where you can turn the request into a diary appointment.

This article includes: 

Activate the market appraisal module in PropertyFile

PropertyFile will need to be activated so you can obtain the configuration details for the Request market appraisal button that links to your website.
For more information on Activating PropertyFile, click here

To switch on the Request Appraisals Online module:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click PropertyFile
  3. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  4. The PropertyFile Dashboard will open. Click Manage Modules on the side menu
  5. Scroll down to Request Appraisals Online and slide the toggle to On
  6. Click Save
  7. Click Confirm

Configure email notifications to advise that a new market appraisal request has been received

You can choose to receive an email notification every time a new appraisal request is made. Notifications can be sent to your branch, based on the email address held against your branch in Alto.

To check the email address against your branch that appraisal notifications will be sent to:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Branches
  4. Click Edit next to the relevant branch
  5. In the Email Address line, check the email is correct for your branch, or edit it accordingly
  6. Click Save
  7. On the side menu, under System Tools, click PropertyFile
  8. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  9. The PropertyFile Dashboard will open. Click Notification Settings on the side menu
  10. You have 2 tick box options for Market appraisal widget requests
    1. Branch Default - The email address held against the branch will be notified when a new market  appraisal request is made
    2. Custom - A box opens allowing you to enter an alternative email address(es) that you want new market appraisal notifications to be sent to (You can enter multiple email addresses for these notifications by separating the emails by a comma)
  11. Click Save 

Configure the Request an Appraisal widget

Once you have activated PropertyFile and switched on the Request Appraisals Online module, you will now have access to the information needed for whoever maintains your website, to add the new Request market appraisal button.

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click PropertyFile
  3. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  4. The PropertyFile Dashboard will open. Click Request an Appraisal on the side menu
  5. Scroll down to Share installation guide. You can download the .pdf and share it with your web designer, or you can share it to them via email

Configure your availability

When you've enabled the Request Appraisals Online or Request Viewings Online modules, all branches in the PropertyFile domain will have the default time slots set to 9am - 5pm Monday to Saturday.

If you want to amend the availability time slots:

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click PropertyFile
  3. On Alto PropertyFile Administration, click the number below your Branches
  4. On the Summary tab, a list of your Selected branches will display. Click the Office Hours tab
  5. Click Edit against your selected branch
  6. Amend the availability From and To times that clients can request an appraisal
    1. Click + if there is a break in your availability
  7. Click Save 

Managing an appraisal booking request

Once a client has requested a market appraisal from your website, the request will be displayed in Alto on your Main Dashboard, within the Enquiries widget. This includes a doughnut chart that summaries the type of market appraisal requests you have received (lettings, sales or both).

The doughnut chart is linked to Market Appraisal Enquiries, within Enquiries on the Home screen side menuWhen a client completes a market appraisal request via your website, details of the request will display here.    

You can filter by Branch or appraisal Type (Sale, Rent, Both or All). You can also click the Diary symbol to view the selected negotiator's diary.  

To book a market appraisal:

  1. Click the preferred time
    1. If no time slots are displayed, click Book an appraisal
  2. The Add a Market Appraisal or Property window opens. Details of the client and the property address display on the left of the window. 
    In the Vendor/Landlord section, using the search bar, find and click the relevant vendor or landlord
    1. If a record doesn't exist for the vendor or landlord yet, click Add New
    2. Enter all the vendor or landlord information possible within the First Person, Second Person, Address and Details sections
    3. Click Next
  3. In The Property section, using the search bar, find and click the relevant property
    1. If a record doesn't exist for the property yet, click Add New
    2. You can either use the Postcode finder to set the address, or manually enter the property address
  4. In the Market Appraisal (optional) section, you can amend the market appraisal/valuation booking
    1. Click Amend and click Next or Add New,if, Book an appraisal was selected at step 1
    2. Choose the negotiator who will attend the appraisal
    3. Add any relevant Notes that you want to appear in the dairy appointment
    4. Click Next
  5. Click Finish 

The booking will now be visible in the relevant negotiator's diary.

Related articles: 

Booking a market appraisal via the diary

Booking a market appraisal for a property

Booking a market appraisal for a contact

Printing a market appraisal form

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