With PropertyFile, you can allow your vendors to keep up to date with their sales progression through their PropertyFile account.
This article includes:
For your vendors to view their sales progression, you will first need to activate this in PropertyFile.
- Click Tools on the main toolbar
- On the side menu, under System Tools, click PropertyFile
- On Alto PropertyFile Administration, click the Pencil alongside your Domain
- The PropertyFile Dashboard will open. Click Manage Modules on the side menu
- Scroll down to Sales Progression - Vendor and slide the toggle to On
- Click Save
- Click Confirm
When switched on, any vendors with offers accepted will have visibility of active milestones and the notes on each milestone, through PropertyFile
Once activated, the vendor with a PropertyFile account will be able to view the milestones you have set for both their side of a sale, and, the buyers side. They can also view the notes relevant to their side of the sale.
Vendors will only see these notes and milestones once an offer has been accepted and the property is Under Offer
When editing the sales progression, each milestone has a Notes section. This enables you to enter any additional information regarding that part of the sale and it will then become visible to the vendor on PropertyFile.
Within PropertyFile, the notes will appear in each milestone.
The vendor can click through to either part of the sale and view the milestones, and on their side of the chain, view any notes the agent has written against the milestone.
A green tick represents a completed milestone in Alto, along with the date the task was completed