Adding a new applicant

In Alto, you can easily create new applicant records and search through existing records.  

This article includes: 

• Adding a new applicant record
• Completing your applicant contact record
• How to find an existing applicant record

Adding a new applicant record

1. Click Contacts on the main toolbar
2. Click Add Contact
3. The Type of record needs to be set to Client
4. In the dropdown menu, record the applicants Intention, i.e. Rent or Buy
5. In the dropdown menu, record the Lead Source. This is where this applicant heard about you
   (This dropdown can be edited by your Group Administrator)
6. Allocate this applicant to a specific Branch and Negotiator
7. Enter all the relevant applicant details that you have within the First Person, Second Person and Address sections
8. Tick the appropriate Account Delivery Method(s)
9. Click Save

Completing your applicant contact record

On your applicant contact record, you can use the Position top tab to record more information about your client.

1. In the dropdown menu, record their current Position
2. In the dropdown menu, record their Disposal position
3. In the Why Moving dropdown menu, record their motivation for moving
4. In the dropdown menu, record their Timescale that they are working to
5. In the dropdown menu, record their Rating
6. Tick if they are a Potential Vendor or Potential Landlord
7. In the Money Laundering Checks section, tick the relevant boxes once the checks have been carried out
   1. In the Notes field, add in details about the proof of ID you have seen 

You can link copies of proof of ID to your applicant record.
For more information on How to upload documents to a contact, click here 

You can also record the applicants Financial Services referral information, but, you must first complete the information in the Preference Centre top tab.
For more information on Preference Centre GDPR consent features, click here
For more information on Financial services referrals, click here

To qualify what sort of property your applicant is looking for:

1. Click Requirements on the side menu
2. Complete the Search Profile fields
   For more information on Adding an applicants requirements profile, click here
3. When you have entered all the contacts relevant information, click Save

How to find an existing applicant record

1. Click Contacts on the main toolbar
2. Find the contact using the Search Contacts bar in the top right

To find an existing applicant record, you can enter the applicants: 

• Name
• Telephone number
• Email address
• Contact address
• A combination of the above

Related articles: 

Creating a group of contacts

My Hot Applicants

Booking a market appraisal for a contact

Applicants Registered report

Applicants By Rating report

Applicants Phone and File Logs report