Accepting an offer on a property

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Dashboard on the Home screen side menu
3. In the Tasks widget, click Offers
4. In the list, find any entry that relates to the outstanding offer (there may be more than one depending on the outstanding offer tasks) and click Offer Received
5. The Offer Details window opens. Ensure that The Offer price is correct, and check that any relevant notes have been typed into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields fields. 
   With that done and as long as the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the Property Sale Status dropdown menu, click the appropriate status. This ensures the property is marketed appropriately and applicant matching behaves as expected across Alto and property portals
   • Under Offer (SSTC) - If the property is to no longer match to applicants and is to be shown on the portals as SSTC
   • Under Offer (Marketing) - If the property is to continue to be matched out to applicants and shown on the portals as Under Offer
   • Under Offer (Available) - If the property is to continue to be matched out to applicants and shown on the portals as Available; i.e. with no indication that an offer has been accepted on it.  This is the status to use if the property is a repossession
7. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
8. In the Deal Owner dropdown menu, click the name of the member of staff who will act as the deal owner and handle it going forward
9. In the Estimated Exchange field, type in the estimated exchange date (if known) or click the calendar to select the date
10. In the Estimated Completion field, type in the estimated completion date (if known) or click the calendar to select the date
11. Type in any important Notes; these will subsequently show on the sales progression screen
12. Accordingly, in the Applicant Solicitor/Vendor Solicitor dropdown menu, find and click the applicants/vendors solicitor, if known and not already listed. Recording solicitor details at this stage supports faster instruction and ensures progression activity can begin without delay once the offer is agreed
    1. Alternatively, you're able to directly refer the contact(s) to a vetted panel of Alto approved conveyancers
       For more information on Referring a conveyancer to a contact, click here
13. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
14. In the Pipeline Status dropdown menu, click the appropriate pipeline status, if used by your agency
    
15. Click Save
16. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the sale, especially Memorandum of Sale. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The sale now appears in the NEW Sales progressions dashboard in Alto and its progress followed from there, in future.

1. Click Properties on the main navigation bar
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 Offers
4. In the Timeline, click the blue Offer link on the offer that has been received
5. The Offer Details window opens. Ensure that The Offer price is correct, and check that any relevant notes have been typed into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields fields. 
   With that done and as long as the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the Property Sale Status dropdown menu, click the appropriate status. This ensures the property is marketed appropriately and applicant matching behaves as expected across Alto and property portals
   • Under Offer (SSTC) - If the property is to no longer match to applicants and is to be shown on the portals as SSTC
   • Under Offer (Marketing) - If the property is to continue to be matched out to applicants and shown on the portals as Under Offer
   • Under Offer (Available) - If the property is to continue to be matched out to applicants and shown on the portals as Available; i.e. with no indication that an offer has been accepted on it.  This is the status to use if the property is a repossession
7. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
8. In the Deal Owner dropdown menu, click the name of the member of staff who will act as the deal owner and handle it going forward
9. In the Estimated Exchange field, type in the estimated exchange date (if known) or click the calendar to select the date
10. In the Estimated Completion field, type in the estimated completion date (if known) or click the calendar to select the date
11. Type in any important Notes; these will subsequently show on the sales progression screen
12. Accordingly, in the Applicant Solicitor/Vendor Solicitor dropdown menu, find and click the applicants/vendors solicitor, if known and not already listed. Recording solicitor details at this stage supports faster instruction and ensures progression activity can begin without delay once the offer is agreed
    1. Alternatively, you're able to directly refer the contact(s) to a vetted panel of Alto approved conveyancers
       For more information on Referring a conveyancer to a contact, click here
13. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
14. In the Pipeline Status dropdown menu, click the appropriate pipeline status, if used by your agency
    
15. Click Save
16. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the sale, especially Memorandum of Sale. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The sale now appears in the NEW Sales progressions dashboard in Alto and its progress followed from there, in future.

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. On the contacts Overview, click Offers
4. In the Timeline, click the blue Offer link on the offer that has been received
5. The Offer Details window opens. Ensure that The Offer price is correct, and check that any relevant notes have been typed into the About the Offer, About the Chain, Fixtures & Fittings, Mortgage/Financial Notes, and Estimated Dates fields fields. 
   With that done and as long as the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the Property Sale Status dropdown menu, click the appropriate status. This ensures the property is marketed appropriately and applicant matching behaves as expected across Alto and property portals.
   • Under Offer (SSTC) - If the property is to no longer match to applicants and is to be shown on the portals as SSTC
   • Under Offer (Marketing) - If the property is to continue to be matched out to applicants and shown on the portals as Under Offer
   • Under Offer (Available) - If the property is to continue to be matched out to applicants and shown on the portals as Available; i.e. with no indication that an offer has been accepted on it.  This is the status to use if the property is a repossession
7. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
8. In the Deal Owner dropdown menu, click the name of the member of staff who will act as the deal owner and handle it going forward
9. In the Estimated Exchange field, type in the estimated exchange date (if known) or click the calendar to select the date
10. In the Estimated Completion field, type in the estimated completion date (if known) or click the calendar to select the date
11. Type in any important Notes; these will subsequently show on the sales progression screen
12. Accordingly, in the Applicant Solicitor/Vendor Solicitor dropdown menu, find and click the applicants/vendors solicitor, if known and not already listed. Recording solicitor details at this stage supports faster instruction and ensures progression activity can begin without delay once the offer is agreed
    1. Alternatively, you're able to directly refer the contact(s) to a vetted panel of Alto approved conveyancers
       For more information on Referring a conveyancer to a contact, click here
13. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
14. In the Pipeline Status dropdown menu, click the appropriate pipeline status, if used by your agency
    
15. Click Save
16. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the sale, especially Memorandum of Sale. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The sale now appears in the NEW Sales progressions dashboard in Alto and its progress followed from there, in future.

1. Click the Alto Logo (Home tab) on the main navigation bar
2. Click Dashboard on the Home screen side menu
3. In the Tasks widget, click Offers
4. In the list, find any entry that relates to the outstanding offer (there may be more than one depending on the outstanding offer tasks) and click Offer Received
5. The Offer Details window opens. Ensure that The Offer price is correct as it can't be above the listing price - this ensures that all applicants are treated fairly and that properties are let at the advertised price rather than through competitive bidding. 
   Check that any relevant notes have been typed into the About the Offer, Financial Notes, and Estimated Dates fields. 
   With that done and as long as The Offer price is equal or less and the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the calendar, set the Proposed Start Date
7. Confirm the new Property Status
8. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
9. In the Deal Owner dropdown menu, if you are not going to be responsible for this tenants application any longer, click the name of the member of staff who will be handling this going forward
10. Type in any important Notes
11. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
    
12. Click Save
13. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the acceptance of the offer. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property now appears in the NEW Lettings progressions dashboard in Alto (which you can quick launch via the Lettings Progressions Beta button) and its progress followed from there, in future.

1. Click Properties on the main navigation bar
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 Offers
4. In the Timeline, click the blue Offer link on the offer that has been received
5. The Offer Details window opens. Ensure that The Offer price is correct as it can't be above the listing price - this ensures that all applicants are treated fairly and that properties are let at the advertised price rather than through competitive bidding. 
   Check that any relevant notes have been typed into the About the Offer, Financial Notes, and Estimated Dates fields. 
   With that done and as long as The Offer price is equal or less and the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the calendar, set the Proposed Start Date
7. Confirm the new Property Status
8. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
9. In the Deal Owner dropdown menu, if you are not going to be responsible for this tenants application any longer, click the name of the member of staff who will be handling this going forward
10. Type in any important Notes
11. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
    
12. Click Save
13. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the acceptance of the offer. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property now appears in the NEW Lettings progressions dashboard in Alto (which you can quick launch via the Lettings Progressions Beta button) and its progress followed from there, in future.

1. Click Contacts on the main navigation bar
2. Select the relevant contact from Recent & Favourite Contacts
   1. Alternatively, find the contact using the Search Contacts bar in the top right
3. On the contacts Overview, click Offers
4. In the Timeline, click the blue Offer link on the offer that has been received
5. The Offer Details window opens. Ensure that The Offer price is correct as it can't be above the listing price - this ensures that all applicants are treated fairly and that properties are let at the advertised price rather than through competitive bidding. 
   Check that any relevant notes have been typed into the About the Offer, Financial Notes, and Estimated Dates fields. 
   With that done and as long as The Offer price is equal or less and the parties are happy for it to be accepted, click Accept Offer
   
   1. If you've set up reminders/warnings to order verification checks, if the contact (client) hasn't had their ID and AML checks completed, you'll see the following reminder. In these situations, along with the reminder, there will also be a button to Order checks.
      The full process for Conducting Thirdfort ID & AML checks for owners & buyers, including FAQs, can be viewed here.
      
6. If you've not set up reminders/warnings to order verification checks, or if the contact (client) has already had their ID and AML checks completed, you can proceed to enter the offer details.
   In the Accept Offer section, using the calendar, set the Proposed Start Date
7. Confirm the new Property Status
8. In the Applicant Intention dropdown menu, click Not looking (unless the applicant is an investor or property developer and thus continues to be interested in further properties)
9. In the Deal Owner dropdown menu, if you are not going to be responsible for this tenants application any longer, click the name of the member of staff who will be handling this going forward
10. Type in any important Notes
11. Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
    
12. Click Save
13. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the acceptance of the offer. Tick which letters you wish to generate and click Open Letters Now.
    
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property now appears in the NEW Lettings progressions dashboard in Alto (which you can quick launch via the Lettings Progressions Beta button) and its progress followed from there, in future.