Vendors Sales Progression

With PropertyFile, you can allow your vendors to keep up to date with their sales progression through their PropertyFile account. Once it's switched on, vendors can see the milestones for both sides of the sale, and any notes you add for their side, which cuts down on "where are we up to?" calls.

Activating sales progression for vendors

For your vendors to be able to view their sales progression, you'll first need to activate this in PropertyFile. To do this:

1. Within Alto, click Tools (the cog) on the main navigation bar
2. In the dropdown menu, click Templates and admin
3. On the side menu, under System Tools, click PropertyFile
4. On Alto PropertyFile Administration, click the Pencil alongside your Domain
5. The PropertyFile Dashboard will open. Click Manage Modules on the side menu
6. Scroll down to Sales Progression - Vendor and slide the toggle to On
7. Click Save
8. Click Confirm

Sales progression for vendors 

Once Sales Progression - Vendor has been activated, any vendor with a PropertyFile account will be able to view the milestones you have set for both their side of a sale and for the buyers side. They can also view any notes relevant to their side of the sale which have been added against the sales progression in Alto.  

When editing the sales progression in Alto, 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 in each milestone on PropertyFile.  

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 you've written against the milestone.  

FAQs

• Why can't my vendor see their sales progression?

Check that Sales Progression - Vendor is switched on, that the vendor has a PropertyFile account, and that an offer has been accepted so the property is Under Offer. Vendors don't see milestones or notes before then.

• Can buyers see the sales progression?

Yes. Once their offer is accepted, buyers with a PropertyFile account can see the Sales Progression tab. If they don't have an account yet, invite them. For more information, see Inviting contacts to PropertyFile and PropertyFile Applicant Portal.

• Can I use PropertyFile and Keyflo for sales progression at the same time?

No. Enabling sales progression in Keyflo automatically switches off sales progression milestone updates in PropertyFile. Vendors with a recent milestone update receive an email invitation to Keyflo, and any active progressions are transferred automatically. For more information, see Enabling sales progression within Keyflo.

• Can I change the milestones vendors and buyers see?

Yes. A Group Administrator can add and remove the vendor and buyer milestones used for all future sales. For more information, see Adding, completing and cancelling sales progression milestones (tasks).

• Related Help Centre articles that you may find useful.

  PropertyFile Overview

  PropertyFile Vendor Portal

  Inviting contacts to PropertyFile

  PropertyFile Applicant Portal

  Enabling sales progression within Keyflo

  Adding, completing and cancelling sales progression milestones (tasks)

  Adding a note to a sales progression