NEW sales progressions overview

Alto makes it easy for you to view and manage the progression of a sale/property purchase.

Within the Progressions tab, NEW Sales progressions provides you with a list of all your sales in progression, and from there you can manage each individual sale via the use of progression tasks that are to be followed, until such time as the sale has completed.

During the progression, any progress made can be shared in real-time with your buyers and sellers, either via PropertyFile, or more recently, Keyflo.

What are the benefits of property sales progression 

• Customise milestones - Add your own additional unique and custom progress tasks to the sales progression checklist, during a property purchase
• Track progress and issues - View notifications for automated milestones, and/or create and complete your own milestones. Plus, record all communications in one central repository for a full audit trail
• Communicate in seconds - Create, manage and view sales chains visually, send progression updates via SMS or email to everybody involved in the sale, and produce all important letters and invoices automatically
• Keep vendors up to date - Easily share sales progression updates with vendors either through their own Keyflo account once sales progression has been enabled, or formerly, through their own PropertyFile account via the Vendor Portal
• Group your contacts - Group sales progression by Branch, Conveyancer, Sales Progressor or Status to save time and get all your answers in one place

NEW Sales progressions dashboard 

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click NEW Sales progressions

The NEW Sales progressions dashboard in Alto is where you can view an overview of each property sale as well as the key details including the date of the latest milestones, the progression Status, Offer accepted and Estimated exchange dates, Sales Progressor and the Branch. 

Each progression card can be expanded to view further details such as the Vendor and Buyer along with their contact information and any associated Conveyancers.

Automated milestones

If a conveyancer has been referred, or, a case has been opened with a conveyancer, whenever they update their CMS (Case Management System) with important milestones, they're automatically sent to Alto for your visibility (signified by the below Live milestone updates icon), speeding up your sales progression.

Keyflo

If you've enabled sales progression within Keyflo, every time you update a milestone, your contact (client) will get an automatic email telling them that there is an update on the sale of their property.

The email will contain a note of what milestone has been updated and a link to click for more information.

By clicking View update, your client can then log in to Keyflo and view all of the milestones for their property so they can see exactly where they're at from start to finish. They can also see helpful descriptions of what each default milestone means to simplify what can be a tricky process to follow and keep your clients updated of each step without them having to ask you to explain it. 

If you have added any custom milestones, these will also show - there just won't be any additional explanation.

PropertyFile

Any progress made with automated milestones can be shared in real-time with vendors through their own PropertyFile account via the Vendor Portal.

Additionally, you'll receive a notification (within Notifications) whenever a new milestone update is reached as well as an email notification. Emails will contain the property address, the latest milestone, and all milestones that have been previously received, so you can understand the update without logging in to Alto.

Accessing and viewing a sales progression 

There are two ways you can access the progression of a sale:

From Progressions:

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click NEW Sales progressions
3. You can filter the sales by Branch, Conveyancer, Sales Progressor or Status if you need to narrow down the number of sales listed
4. Click View full progression alongside the relevant sale in the list to view the chain information, pending tasks and all of the progression milestones

From Properties (i.e. the property record):

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. Click Actions
4. In the dropdown menu, click Sales Progression. You'll then be able to view the chain information, pending tasks and all of the progression milestones

For more information on Progressing a sale, click here.
(Progressing a sale can involve many actions, and so this article acts as a process walkthrough and links out to the relevant articles)