NEW Lettings progressions: Contract

Once the referencing stage is complete and the applicant has verified their identity, it’s time to send the tenancy agreement out for signing.  This is the contract stage of the progression.

Click play on the video below for a walkthrough of the contract stage.

Navigate back to your progression by selecting the progressions tab in the main navigation bar, then clicking on ‘lettings progressions beta’, or simply select the progressions tab on the property side menu, then, find the relevant progression in the list

Send contracts for signing

1. Within the progression, click Generate documents
2. A warning will appear to remind you that once the documents have been generated, no further changes can be made to the application terms.  Click Generate documents to confirm acceptance of this
3. The contracts have now been generated.  Click on Edit the tenancy agreement to finalise it
4. The document editor will open in a new tab.  Check the tenancy agreement carefully and make any changes that are needed.  When you are happy the agreement is ready, click Finalise to confirm it.
5. Return to the progression screen.  
6. You now have two options.  
   1. If you would like the tenant to sign the tenancy agreement electronically, you can choose Send documents via Keyflo
   2. Alternatively, if your tenant will be signing a printed agreement with pen and ink, click Wet sign tenancy documents

Sign the contract via Keyflo

If you've chosen to send the tenancy agreement via Keyflo, your tenant will receive an email with a magic link to log into Keyflo and sign the agreement.  They will be able to follow the prompts they see on screen in order to sign. Once the tenant has signed, you will then be able to sign on the landlords behalf.

1. Return to the progression
2. Click Sign
3. Scroll through the document to the signable fields.  These will be labelled Click here to sign.  You can opt to type, draw, or upload a signature.
4. Once all signable fields have been signed, you will be asked to confirm you want to sign the agreement.  Click Yes to confirm
5. A message will appear telling you you have completed your envelope.  Click Proceed to continue.

Wet sign the contract

If you've chosen to wet sign the contract, you'll need to do so and then upload a signed copy back to the progression. This will then be stored as a document on the tenancy record.

1. Click Download to download the finalised document to your computer
2. Print the document and have all relevant parties sign it.
3. Scan the signed document and save it on your computer.  All pages will need to be in a single pdf document in order to upload back to the progression.
4. Return to the progression in Alto
5. Either drag and drop the signed document into the upload section or click on the upload option and select the file from your computer
6. Tick to confirm that the tenancy agreement has been signed and Click Upload

Completing either the E-Sign or the wet sign process completes the contract stage of the progression. A copy of the signed contract will be available in the documents section of the tenancy record. You can now proceed to the Payments stage.

• Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.

  NEW Lettings Progression - Contracting Stage