Within Alto, you're able to withdraw an outstanding offer that has been made but not yet accepted, or withdraw an offer that has already been accepted.
Recording offer withdrawals ensures negotiation records remain accurate, all parties are kept informed, and property marketing or progression workflows can be updated accordingly.
An offer can be withdrawn from any one of three locations, either from the Dashboard, from Properties, or from Contacts (the applicant).
Withdrawing an offer from a sales property before it's been accepted
- Click the Alto Logo (Home tab) on the main navigation bar
- Click Dashboard on the Home screen side menu
- In the Tasks widget, click Offers
- In the list, find the offer that is to be withdrawn and click Offer Received
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
- Click Properties on the main navigation bar
-
Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- On the property Overview, click Offers
- In the Offers list, click the (Received) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
- Click Contacts on the main navigation bar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- On the contacts Overview, click Offers
- In the Offers list, click the (Received) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
Withdrawing an offer from a sales property after it's been accepted
- Click the Alto Logo (Home tab) on the main navigation bar
- Click Dashboard on the Home screen side menu
- In the Tasks widget, click Offers
- In the list, find the offer that is to be withdrawn and click Offer Accepted
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
- Click Properties on the main navigation bar
-
Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- On the property Overview, click Offers
- In the Offers list, click the (Accepted) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
- Click Contacts on the main navigation bar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- On the contacts Overview, click Offers
- In the Offers list, click the (Accepted) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Vendor of W/D
Withdrawing an offer from a lettings property before it's been accepted
- Click the Alto Logo (Home tab) on the main navigation bar
- Click Dashboard on the Home screen side menu
- In the Tasks widget, click Offers
- In the list, find the offer that is to be withdrawn and click Offer Received
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D
- Click Properties on the main navigation bar
-
Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- On the property Overview, click Offers
- In the Offers list, click the (Received) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D
- Click Contacts on the main navigation bar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- On the contacts Overview, click Offers
- In the Offers list, click the (Received) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D
Withdrawing an offer from a lettings property after it's been accepted
- Click the Alto Logo (Home tab) on the main navigation bar
- Click Dashboard on the Home screen side menu
- In the Tasks widget, click Offers
- In the list, find the offer that is to be withdrawn and click Offer Accepted
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D
- Click Properties on the main navigation bar
-
Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- On the property Overview, click Offers
- In the Offers list, click the (Accepted) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D
- Click Contacts on the main navigation bar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- On the contacts Overview, click Offers
- In the Offers list, click the (Accepted) Offer that is to be withdrawn
- The Offer Details window opens. Click Withdraw Offer
- Type any relevant notes into the Notes field
- Confirm your board ordering requirements (if applicable) to ensure any previously requested marketing boards are updated or cancelled where necessary
- Click Save
- At this point, you may be given the opportunity to create and generate the appropriate letters relating to the offers withdrawal. 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
Note
There may be further offer tasks relating to this offer withdrawal that need to be completed on the dashboard, i.e. Notify Landlord of W/D