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In Vebra/Encore Live, when booking an appraisal, an appraisal record, person and property record are generated.

In Alto, a property and contact record are generated and the property record has an appraisal section, which contains very similar content to the appraisal record in Vebra/Encore Live. There are top tabs for the Pre-Appraisal information, Post-Appraisal information and Property Features (optional).

Alto Pre-Appraisal tab

In Alto, the appraisal diary notes can be found on the Pre-Appraisal tab, under the Appointment details.

  1. Click Property 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 Appraisal on the side menu
  4. The appraisal diary notes can be amended by clicking the green Amend button

This is the equivalent of the Diary notes field on the Vebra/Encore Live appraisal record:

Alto Post-Appraisal tab

In Alto, the Appraiser Notes field can be found on the Pre-Appraisal tab, and if required, can be merged to the appraisal form.
This is the equivalent of the Valuers notes field on the Vebra/Encore Live appraisal record:

Appraisal client notes

The client notes can be found in Alto on the Contacts record.

  1. Click Property 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. On the Property Overview, click the owner contacts name



  4. Their Contacts record opens. Any notes made can be seen if you click the notes icon:

These notes are the equivalent of Client notes on the Appraisal record in Vebra/Encore Live:

Related articles:

Booking a market appraisal for a contact

Booking a market appraisal for a property

Booking a market appraisal via the diary

Updating an appraisal from the dashboard

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