Accepting an offer on a lettings property from the dashboard

When an offer has been accepted on a lettings property and a tenants application is ready to be progressed, you can update Alto from the Main Dashboard's Tasks widget.

To do this:

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Offers
  4. In the list, find the offer that is to be accepted and click Offer Received
  5. Ensure that the offer price is correct and that any relevant notes have been typed into the fields
  6. Click Accept Offer
  7. Using the calendar, set the Proposed Start Date
  8. Set the Term length
  9. Confirm the new Property Status
  10. In the Deal Owner dropdown menu, if you are not going to be responsible for this tenants application any longer, click the name of the member of staff who will be handling this going forward
  11. Type any important notes into the Notes field
  12. Confirm your board ordering requirements (if applicable)
  13. Click Save
  14. You may be offered the opportunity to create appropriate letters relating to the acceptance of the offer. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

 Note

There may be further offer tasks relating to this offer that need to be completed on the Main Dashboard, e.g. Relay Acceptance to Applicant

Was this article helpful?
0 out of 0 found this helpful