Alto on mobile

Your home page is broken down across two main tabs; My contacts and My properties, both of which contain a section called My day.

My contacts

My contacts lets you search for contacts to access phone numbers, email addresses and other details, wherever you are. Tap a phone number or email address to copy it, or to call or email the contact directly.

My properties (property workflow)

My properties lets you search your property records and view their details wherever you are.

In addition to this, our property workflow helps you manage properties through the lifecycle of a transaction - from appraisal through to completion/let agreed, as part of one optimised page.

You'll be given a prompt of what action is next to take in order to progress it based on its status and what tasks have already been completed. If you tap View on a property, it will also signpost where in Alto you need to go in order to do it, broken down across a series of tabs:

• Pre-appraisal - i.e. add a new property, book a market appraisal appointment and prepare for an appraisal by generating a Property valuation report
• Post-appraisal - i.e. write up and share the post-appraisal with the owner, send terms of business to the owner, instruct the property, conduct Thirdfort ID & AML checks for owners & buyers, conduct Land Registry title checks and send automatic conveyancer quotes
• Pre-marketing - i.e. add/edit property details by sending a property questionnaire, add/edit media, add/edit pricing details, add/edit a summary description and key points, add/edit long descriptions, add/edit the energy efficiency rating, set a property's mapping location, and get listing approval from the owner
• Marketing - i.e. making a property 'Available', uploading a property to the internet

My day

The My day section lets you access your diary calendar, whilst also showing all of your upcoming appointments for the day. From here, you can tap on an appointment to view more details, including the address, contact information, key and alarm code access, as well as any notes.

Viewing your diary calendar

From the home page, you can tap View calendar to view your diary calendar containing all your appointments (and cancellations) without needing to return to your branch to sync your phone.

As well as viewing the appointments and their associated details for the current day, you can also book appointments. Swipe left and right to navigate to different dates/weeks, or, tap on a month to view appointments as required.

Simply tap on an appointment to access all the associated details.

Viewing a colleague's diary calendar

Using the Filters option, you can also select a Colleague's appointments across the branch(es) they are part of (or have access to within your group) and filter their appointments to be shown within the diary calendar in day view, and navigate from one day to another.

From here, you can also access a colleague's appointment details, as long as you have access to the appointment and calendar based on your group roles and settings.

Booking a viewing, market appraisal, or appointment

You can book a viewing, market appraisal, or general appointment directly from the diary calendar. Tap the + in the lower right corner, then choose the type of appointment to book.

Booking a viewing

1. Tap Viewing
2. Complete the viewing details:
   1. Date and Time
   2. the Negotiator who will conduct the viewing
   3. the relevant Property
   4. the applicant Contact
   5. any Notes
   6. the confirmation status
3. Tap Book viewing
   

Booking a market appraisal

1. Tap Market appraisal
2. Choose the Property
3. Complete the appraisal details:
   1. the Date
   2. the Start and Finish times
   3. the Appraiser(s)
   4. any Diary notes
   5. the Appraiser reminder and Reminder type
   6. the Type
4. Tap Save appointment
    

Booking a general appointment

1. Tap General appointment
2. Complete the appointment details:
   1. the Date
   2. the Time
   3. the Entry type
   4. the Location
   5. the Negotiator
   6. the relevant Property
   7. the Contact
   8. any Notes
   9. switch on Urgent if the appointment is urgent
3. Tap Add appointment
    

The My day section on the home page displays all of your upcoming appointments for the day. From here (or from the diary calendar), you can tap on an appointment to view more details, ensuring you remain on track, on the go.

Adding viewing feedback

When viewing the appointment details, you can add viewing Feedback (once the viewing has commenced) that you've received from the applicant, and capture any Internal notes of how the viewing went. This information will then sync with Alto core, and show on the Viewing and Timeline screens.

Scheduling a follow-up viewing

From the same appointment details, you have the option to Schedule a follow-up viewing, whether that's for the same property or an entirely different one.

1. Tap Schedule a follow-up
2. Complete the viewing details:
   • Date and Time
   • the Negotiator who will conduct the viewing
   • the relevant Property
   • any Notes
   • the confirmation status
3. Tap Book viewing

Viewing Contacts, Property and Notes details

Further down, you can switch between the Contacts, Property, and Notes tabs to view:

• the location, time/date details, and Appointment details in full. This includes the property Address, with the ability to View keys for access to key set information and alarm codes, as well as the ability to View in maps to aid you in navigating to it
• the Contacts details of everyone involved, including their phone number and email address - tap a phone number or email address to call or email them directly
• the Property details, such as its attributes (number of bedrooms, bathrooms, reception rooms), the Council tax band, Tenure, Floor area, EPC rating and Property Lease information if applicable
• any Notes (such as appointment/property specific information from parking to pets being around)