Alto is pleased to introduce our new and improved lettings progression journey. The new journey is designed to streamline the lettings process, providing easy communication with tenants and landlords and a simple, step-by-step process to follow. This new Alto feature is currently in development and will be rolled out to all Alto customers in phases over the coming months.
Did you know...
If you are keen to be one of the first to access the new lettings progressions, you can click here to register your interest in early access, and a member of the development team will be in touch soon
Click play on the video below for a walkthrough of our new lettings progressions functionality.
Note
Alto's new lettings progression journey is under development. Whilst every effort has been made to ensure the accuracy of the above video, there may be small differences between what is shown and the current process. Be assured we will be regularly reviewing our content around this new journey while development continues to ensure it remains as up to date as possible at all times. The step-by-step written instructions in the articles below do reflect the most recent updates in the process.
Alto’s new lettings progressions can be broken down into 6 stages:
- Applications - Collect tenancy applications (referred to in classic progression as offers)
- Let agreed - Draft tenancy sent and any holding deposit paid
- Referencing - Applicant ID checks
- Contract - Tenancy agreement signing
- First payment and move-in - The tenant's first payment is made
- Move-in - Start the tenancy
Development notes
As we continue to develop the new Lettings Progression journey, there may be some things that it cannot do in the short term. The current known feature gaps are outlined below, along with suggested solutions. Please be assured that our development team will be constantly reviewing this list, so if you are affected by any of these gaps at present, be sure to keep checking back for updates to the new journey.
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Progression milestones and notes
The new journey does not yet support the inclusion of custom milestones or allow notes to be added to the progression in the way the classic progression journey did. Should you wish to use this feature in conjunction with the new journey, you can use the 'Other actions' card on the right hand side of any progression screen to quickly move to the classic progression screen and add your notes or update your custom milestones. Be sure not to use the actions drop-down menu in the classic progression screen, as this will then prevent you from continuing the progression through the new progression journey. -
Custom rent payment dates and charges and apportioned or pro-rata rent payments
The new journey will automatically set the rent payment date based on the tenancy move-in date. This cannot be customised at present. If you want to use a custom payment date and charge a partial month's rent for the first month, you will need to revert to the classic progression journey after the application stage. Custom fees and apportioned rent can also not be set up through the new journey however you will be able to edit the charges on the tenancy once it begins. -
HMOs, Block Management and Housing Association tenancies
These types of tenancy generally require a slightly more complex set-up, usually with the addition of a 'head property' record to which any joint expenses can be billed. We therefore recommend that, for the time being, you revert to the classic progression journey following the application stage for tenancies of this type, as this will give you greater flexibility in managing charges. -
Commercial Lets
The new journey is optimised for residential lets. We recommend continuing to use the classic progression journey for progressing commercial tenancies in the short term.