Alto has integrated with Kotini, who provide an onboarding and compliance platform that's built for estate agents who want to deliver a smoother client experience without drowning in admin.
Kotini solves the daily operational drag of chasing documents, collecting material information, managing AML checks, issuing contracts, and keeping everything consistent across teams and CRMs.
By inviting your sellers and buyers to a branded onboarding space in Kotini, you get multiple different tools together in one seamless flow - branded digital onboarding, payments, contracts, material information, logbooks, ID & AML checks, title ordering, and proof of funds.
What are the benefits of using Kotini?
- Reduced onboarding and compliance admin - Streamline contract signing, ID and AML checks, proof of funds and legal forms in one connected workflow
- Enhanced client onboarding experience - Deliver a modern, market-leading onboarding journey with digital contracts, payments and guided information capture
- Fewer systems to manage - Reduce tool sprawl by handling onboarding, compliance and documentation in a single integrated solution
- Integrated data and documentation - Keep client data and documents automatically linked to your Alto listings, ensuring accuracy and easy access for your team
Setting up the integration
If you would like to request access, whether you're an existing Kotini customer or if you want to get set up as a new customer:
- Click Integrations on the main navigation bar
- Click the Buyer Onboarding category
- Below Kotini, click Tell me more
- If you're an existing Kotini customer and want to integrate your account with Alto, click Integrate Kotini. Slide the toggle indicating you have an account and select the branches you'd like to activate. Then, click Integrate, at which point your request will be sent
- If you're a new customer wanting to get set up with Kotini, click Register interest. Complete the short form and click Submit. Kotini 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
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 an activation email was sent to the partner.
How does the integration work?
Within Kotini, you'll be able to search for your Alto listings to start onboarding a client.
Kotini will pull the address and contracts from the listing to speed up the onboarding invite process and then ask you what you want to do when onboarding the client(s).
Once sent, Kotini will nurture the client(s) through your onboarding process and then feed documents, data and notes back to the listing.
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