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PropertyFile is an online platform which comes as standard with Alto.

PropertyFile allows you to offer your customers access to their own portal, keeping them informed and engaged through the life-cycle of their property sale/letting journey, all while you stay in control of what's shared. For an overview of PropertyFile, click here

On the first day you log in to Alto, you'll need to activate it so you can customise it for your agency. You'll also have to invite your customers, landlords, vendors, tenants and applicants so they can create and activate their own accounts.

Activate and set up PropertyFile in Alto

If you want to use PropertyFile, you’ll first need to activate it.

 Note

If you previously used PropertyFile in Jupix, you can either:

  • Deactivate your Jupix PropertyFile account. We can then associate the existing URL and domain name with your Alto PropertyFile account
  • Start afresh with a new instance of PropertyFile, using a new URL and domain name in Alto

Whichever you decide, you'll need to re-invite all the relevant contacts (as detailed in the below section) to use PropertyFile as it's treated as a new instance. However, that does mean that any history will not carry across as the historical data is linked to Jupix.

Please inform Support with how you want to proceed. To do so, click Submit a request below and complete the contact form.
You may also want to email your contacts informing them of any up and coming changes with PropertyFile. If so, the following articles may be of use: Creating and editing Email Templates, Sending a Templated Email and Sending an email to a group of contacts

We have a video and a step by step guide that you can follow to activate PropertyFile.
For more information on Activating PropertyFile, click here

Once your PropertyFile account has been activated, you’ll need to configure and customise it to suit your agency. For example, PropertyFile allows you to upload a logo, you can personalise the emails sent to your tenants, as well as the agency name and web address that’s visible.

We advise that you follow the Related articles in the order they appear within the above link, the first of which is PropertyFile configuration.
For more information on PropertyFile configuration, click here
For more information on Adding logos and styling your PropertyFile site, click here

Once you’ve worked through the Activation and Configuration articles, you’ll then need to re-invite contacts and re-share documents as applicable.

Re-invite contacts

Once PropertyFile has been activated, you’ll then need to re-invite your customers, landlords, vendors, tenants or applicants.

This article includes: 

Inviting Landlords

Landlords can use the PropertyFile Landlord Portal, and you can invite your landlords to track key statistics such as their property's marketing performance, follow their viewings, lettings and maintenance, as well as obtain copies of their statements.

You’ll first need to activate the Landlord Portal in PropertyFile, and only then can you invite your landlords.
We have a video and a step by step guide that you can follow to do the above, whilst also providing an overview on the Landlord Portal.
For more information on the PropertyFile Landlord Portal, click here

Inviting Vendors

Vendors can use the PropertyFile Vendor Portal, and you can invite your vendors to track key statistics such as their property's marketing performance, follow their viewings, manage offers and follow their sales progression.

You’ll first need to activate the Vendor Portal in PropertyFile, and only then can you invite your vendors.
We have a video and a step by step guide that you can follow to do the above, whilst also providing an overview on the Vendor Portal.
For more information on the PropertyFile Vendor Portal, click here
For more information on the Inviting Sellers to PropertyFile, click here

Inviting Tenants

Tenants can use the PropertyFile Tenant Portal, and you can invite your tenants to track key statistics such as their tenancy period, rent amount and account details, whilst viewing any shared documents and reporting any property maintenance requests.

You’ll first need to activate the Tenant Portal in PropertyFile, and only then can you invite your tenants.
We have a video and a step by step guide that you can follow to do the above, whilst also providing an overview on the Tenant Portal.
For more information on the PropertyFile Tenant Portal, click here

Inviting Applicants

Applicants can use the PropertyFile Applicant Portal, and you can invite your applicants to view their rental and sales offers and viewings from one place up to the point of offer acceptance.

You’ll first need to activate the Applicant Portal in PropertyFile, and only then can you invite your applicants.
We have a video and a step by step guide that you can follow to do the above, whilst also providing an overview on the Applicant Portal.
For more information on the PropertyFile Applicant Portal, click here

Once you've invited your customers, landlords, vendors, tenants or applicants to PropertyFile, they'll receive an email directing them to your company's branded PropertyFile site where they can create their own password and activate their account.

Re-share documents

You may now want to share (or re-share) any uploaded tenancy documents with landlords via PropertyFile’s Landlord Portal, and tenants via PropertyFile’s Tenant Portal.

By directing landlords to PropertyFile’s Landlord Portal, not only will they be able to view all documents that have been sent to them from your agency, but also a summary of their marketing statistics, viewings, account statements and the ability to view details of property maintenance.

Tenants on the other hand can also view documents that have been sent to them from your agency, but also see a summary of their rent balance and request/view details of repairs.

We have a video and a step by step guide that you can follow to enable document sharing, share documents, and then view those documents within PropertyFile.
For more information on Sharing documents with landlords and tenants, click here

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