Exchanging a sale in progress

Within Alto, you can update a property sale to show that contracts have been exchanged.

This can be done from the sales progression screen which can be accessed in any one of two ways, either from Progressions or from Properties.

This article includes: 

• Exchanging a sale from Progressions
• Exchanging a sale from Properties

Exchanging a sale from Progressions

1. Click Progressions on the main toolbar
2. Click All Sales on the side menu
3. Click the relevant sale from the list
4. Click Actions
5. In the dropdown menu, click Exchange
6. The Exchanged window opens. In the Exchanged section, confirm the Effective Date when contracts actually exchanged. This helps ensure the date is recorded accurately in the timelines
7. Type in any relevant Notes
8. Click Save
9. You may be offered the opportunity to create appropriate letters relating to the exchanging of contracts. These can be handled like any other letter
   For more information on how to Create and send an event driven letter, click here

The property's status shows as Exchanged and the progress meters indicate the sale as 95% complete in the Progressions list, regardless of whether you have completed any progress tasks.

Exchanging a sale from Properties

1. Click Properties on the main toolbar
2. Select the relevant property from Recent & Favourite Properties
   1. Alternatively, find the property using the Search Properties bar in the top right
3. Click Actions
4. In the dropdown menu, click Sales Progression
5. Click Actions
6. In the dropdown menu, click Exchange
7. The Exchanged window opens. In the Exchanged section, confirm the Effective Date when contracts actually exchanged. This helps ensure the date is recorded accurately in the timelines
8. Type in any relevant Notes
9. Click Save
10. You may be offered the opportunity to create appropriate letters relating to the exchanging of contracts. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

The property's status shows as Exchanged and the progress meters indicate the sale as 95% complete in the Progressions list, regardless of whether you have completed any progress tasks.