Progressing a sale

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.

To help you, each heading below acts as a process walkthrough and links out to the relevant articles. 

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

Managing parties involved in a sale

Viewing and managing the sales chain

Adding or changing solicitors on a sale in progress

Changing the negotiator (deal owner) for a sale

Communicating with parties involved in a sale

Record all important notes (with the ability to share them) all in one place, and quickly view and communicate with buyers, sellers and conveyancers:

Generating sales letters (Offer Accepted letter and/or Memorandum of Sale)

Adding a note to a sales progression

Printing notes from a sales progression

Sending a sales progression email

Sending a sales progression SMS

Managing sales progression milestones (tasks) and dates

Assign and track timed reminders to chase pre-defined and custom milestones (tasks) when needed:

Adding, completing and cancelling sales progression milestones (tasks)

Updating sales progression target dates

Updating the sales progression review date

Amending a sale

Renegotiating a sale in progress

Changing the status of a sale in progress

Changing the pipeline status of a sale in progress

Showing the original offer of a sale in progress

Exchanging and completing a sale

Exchanging a sale in progress

Completing an exchanged sale

Reverting an exchanged sale back to in progress

Updating an exchanged sale after failing to complete

Withdrawing or cancelling a sale

Withdrawing a sale in progress

Losing a contract race

Updating a sale in progress if sold externally