Financial services referrals

You can easily record and manage financial service referrals on Alto. 

Initially you'll need to make sure there's a contact set up as a Financial Advisor so that they're available to be selected and used in this process. (If there isn't, you can add them as follows)

1. Click Contacts on the main navigation bar
2. Click Add Contact
3. Select the Type of contact using the dropdown menu as Financial Advisor
4. You can allocate this contact to a specific Branch and Negotiator
5. Enter all the Contact information possible within the First Person, Second Person, Account Delivery Method and Address sections
6. Click Save

Then, you'll need to grant consent for the contact you're looking to refer (landlord, applicant etc), to allow them to be used for financial service referrals.

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. Click Contact on the side menu
4. Click the Preference Centre top tab
5. Here you can select thumbs up/down to record your client's consent status (specifically Financial Service Referrals (via Alto)), the date consent was obtained, and by whom/or how this consent was gained
   For more information on Preference Centre - GDPR consent, click here

Once consent has been granted for that contact for Financial Service Referrals (via Alto), the Financial Services section on the Position top tab becomes available to use for sending financial referrals. 

1. Click the Position top tab
2. In the Financial Services section, click the relevant Action from the dropdown menu
3. Add any relevant Notes. These notes will then get added to the referral email that Alto will generate to your financial advisor
4. In the Referred To (External) field, search for and click on the financial advisor 
   (this is why initially it's important to make sure there's a contact set up as a Financial Advisor)
5. Click Save and the Financial Services Referral email for your financial advisor will be generated

• Related Help Centre articles that you may find useful.

  Creating a group - consent features. This will allow you to create a group of contacts that you have referred for financial services

  Financial services report. This report will show all your financial services referrals, as well as your conveyancing referrals