Alto has integrated with SmartSearch to simplify anti-money laundering checks, letting you carry the checks out more reliably and quicker, saving you time and the need to rekey information.
This means your agency is better protected against fraud and money laundering.
What are the benefits of using SmartSearch for your AML checks?
- AML checks made easy - Without you having to leave Alto
- Guaranteed compliance - Powered by trusted AML provider SmartSearch
- Reduced business risks - Helping to safeguard your agency against fraud and money laundering
- Results in seconds - Giving you the most comprehensive checks in half the steps
- Easy-to-use functionality - Designed in partnership with other letting and estate agents
Setting up the integration
If you would like to request access, whether you're an existing SmartSearch customer or if you want to get set up as a new customer:
- Click Integrations on the main navigation bar
- Click the AML category
- Below SmartSearch, click Tell me more
- If you're an existing SmartSearch customer and want to integrate your account with Alto, click Integrate SmartSearch. Enter your SmartSearch API key (SmartSearch will be able to provide this to you if you don't know it), Company name, Email address and select the branches you'd like to activate. Then, click Submit. A Connected message appears if successful
- If you're a new customer wanting to get set up with SmartSearch, click Register interest. Complete the short form and click Submit. SmartSearch will then contact you to set up a no-obligation chat so you can find out more about them and how they integrate with Alto.
Once you're set up with SmartSearch, contact Alto support and request the integration is switched on. You'll be asked to provide your SmartSearch API key (SmartSearch will be able to provide this to you if you don't know it), Company name, Email address and the branches you'd like to activate
To check on the status of your integration request and whether it's activated within Alto, you can view the Tell me more > Integrate page.
Here, within the Branch integration section, you can view a Sent date alongside the available branches you have access to - this is the date upon which you correctly entered the credentials needed to activate the integration.
How does the integration work?
Connecting SmartSearch to Alto means you can run anti-money laundering (AML) checks straight from a contact record. It reduces the need for duplicate data entry, saving you time.
For more information on Conducting Anti-Money Laundering (AML) checks with SmartSearch, click here.
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