Adding a new property and searching for properties

One important task is adding property records onto Alto and it's vital that it's completed as well as can be. Outlined below are the steps involved for adding a property for sale or to let onto Alto, and how you prepare the property record to go on the market.

This article includes: 

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, 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
  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. Check the address is correct and 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 For Sale for a sales property or To Let for a lettings property
    4. Property Category - i.e. Residential
    5. Type of property - i.e. House
    6. Enter the number of Rooms, 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
    For more information on Booking a market appraisal for a property, click here

  9. Click Finish

The contact record Overview now shows as a Vendor for a sales property or a Landlord for a lettings property. The property status will stay as Appraisal until it gets changed to Instructed.
For more information on Instructing a property, click here

 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

How to find an existing property record

  1. Click Property on the main toolbar
  2. If you've recently been on the property record, you can select it from Recent & Favourite Properties. Otherwise, find the property using the Search Properties bar in the top right. You can enter the:
  • Address (or any part of the address)
  • Vendor or Landlord name
  • A combination of the two

property_search.png

 Note

Click the down arrow on the Search Properties bar to include Archived properties and to filter the search

Preparing the property to go on the market

Click the articles below to take you through how to prepare a property for going on the market.

Adding a room on a property

Adding in an area on a property

Adding in the lead in/lead out on a property

Adding directions to a property

Adding in features on a property

Adding in bullet points on a property

Adding one or more floorplans to a property

Adding in a floorplan using Plan Up on a property

Adding photos to a property

Adding virtual tours to a property

Adding in web links for a property

Adding an EPC to a property

Changing the status of a property

Related articles: 

Adding a vendor

Adding a landlord

Initial settings on a landlord

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