As part of your migration to Alto, your data is imported into your new database.

The information listed below is a guide to what is imported (if available in your current system) during the migration process to Alto, from all systems .

 Note

  • No financial, accounting, charges, or work order records are included in the migration
  • Alto will only migrate data that is in your current software. The features listed below may not all be available to you
Property

Overview

  • Property Status 
  • Record Type (For Sale/To Let)

Property and Marketing

  • Branch & User
  • Owner Details
  • Property Address & Property Display Address
  • Number of:
    • Bedrooms
    • Bathrooms
    • Receptions
  • Property Type (House - Detached, House - Terraced, Apartment, etc.)
  • Age of property & year built
  • Number of Parking Spaces for:
    • Garage
    • Off-Road
    • Underground
    • Permits
  • Floor Area (Sq Ft)
  • Land (Acres)
  • Local Council & Tax Band
  • Asking Price or Rental Price & Price Qualifier
  • Tenure
  • Marketing Options:
    • Publish to the web
    • Repossession Property
    • Vacant Property
    • Auction Property
    • Allow Match
  • Current Board Status & Board Contractor
  • Property Features (Heating, Garden, Outside, Condition)
  • Area (For Matching)
  • Property Summary & Advert Summary
  • Agency Type & Sales Terms
  • Fees:
    • Commission & Commission Split
    • Flat Fee
    • Minimum Fee
    • Withdrawn Fee
    • Discount Amount

Rooms and Summary

  • Room names, Dimensions, Description & Room order
  • Opening and Closing descriptions
  • Directions
  • Bullet Points (up to 10)
  • Photos, Floorplans, EPC Image & EPC Values 

Other

  • Documents
  • Key Code, Description, Number of Keys & Alarm Code
  • Date Instructed, On Market Date & Off Market Date
  • Viewing Arrangements
  • Management Type, Maintenance type & Management Fee
  • Available from Date
  • Furnished Details
  • Children, Pets & Smokers
  •  
Contacts

Contact

    • Type of Contact:
      • Vendor, Landlord, Applicant
      • Solicitor
      • Estate Agent
      • Supplier
    • Type of Applicant (Sales/Lettings)
    • Lead Source
    • Company Name
    • Contact Notes
    • Branch & User
    • Last Contact Date
    • Review Date
    • Name (x2)
    • Phone Numbers (x4)
    • Email Address (x2)
    • Contact Address
    • Salutation
    • Preferred Contact Method (Email, SMS, Post)

Position and Preferences

    • Buying Position & Disposal Status
    • Reason for Moving & Timescale
    • Rating (Hot, Normal, Cold)
    • Marketing Preferences:
      • Property Matching
      • General Marketing
      • Conveyancing (via Alto)
      • Financial Services (via Alto)

Requirements

    • Applicant Requirements:
      • Price Range
      • Bedrooms, Bathrooms & Receptions
      • Areas
      • Property Types 
      • Furnished Types
      • Children, Pets, DSS & Smokers
      • Parking
      • Tenure
      • Floor Area
      • Land
    • Requirement Notes

Other

  • Overseas Tax Details - PM ONLY
  • Documents
  • Guarantor Details - PM ONLY
  • Bank Account Details - PM ONLY
  • Solicitor Details
Diary
  • Viewings & Market Appraisals
  • General Diary Entries
Viewings
  • Appointment Details (Date, Time, Negotiator & where meeting)
  • Property & Applicant Details
  • Diary Notes
  • Follow Up Notes & Status
Market Appraisals
  • Appointment Details (Date, Time, Negotiator)
  •  Time on Market, Current Asking Price & Current SA Expiry Date
  • Prices:
    • Price Low
    • Price High
    • Vendor Price
    • Proposed Price
  • Notes
Offers
  • Property & Buyer Details
  • Offer Date
  • Offer Amount
  • Offer Status
  • Notes:
    • Offer Notes
    • Chain Notes
    • Fixture & Fitting Notes
    • Mortgage/Financial Notes
    • Estimated Dates Notes
Sales Progression
  • Property, Vendor & Buyer Details
  • Sale Amount
  • Sale Status
  • Buyer & Vendor Solicitors
  • Est Exchange/Exchange Date
  • Est Completion/Completion Date
Tenancies - PM Only
  • Tenancy Status (Active, Periodic, Ended)
  • Tenancy Agreement Name
  • Contract Type
  • Start Date/End Date/Renewal Date/Notice Date
  • Tenancy Term
  • Rental Frequency
  • Rental Amount
  • Deposit Required/Deposit Scheme/Deposit Registration Number
  • Management Type
  • No of Occupants
  • Occupant Details
  • Tenant Details & Lead Tenant
Tenancy/Property Follow Up Dates - PM only
  • Tenancy:
    • Property Inspection Date
    • Rent Review Date
    • Term Notice To Quit Date
    • Term ended Date
    • Term renewal Dare
  • Property:
    • Gas Safety Check Date
    • EPC Certificate Date
    • PAT Electrical Check Date
    • Fixed Wire Electrical Date
    • Alarm Service
Timeline/History
  • Email & SMS Messages
  • Marketing History
  • To Do/ Tasks
  • Other Notes
  • General Diary Appointments

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