PropertyFile is an online platform which is fully integrated with Alto and comes as standard as part of your Alto subscription.
PropertyFile streamlines buyer, seller, landlord and tenant communications into one online journey, allowing you to keep your customers informed and engaged through the life-cycle of their property sale or letting journey. By being better connected with your customers, you'll also be providing an increased level of customer service.
For an overview of PropertyFile, click here
Existing PropertyFile users
PropertyFile works seamlessly through the migration to Alto - no action to activate it is required.
New PropertyFile users
If you're a new user of PropertyFile, you'll need to activate it so you can customise it for your agency.
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 your company logo, set your colour scheme, personalise the content of emails sent to your tenants, and set the agency name and web address that's visible on your PropertyFile microsite.
We advise that you follow the Related articles in the order they appear within the above link, the first of which is PropertyFile configuration.
Existing and new PropertyFile users
You may 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 track key statistics such as their property’s marketing performance, follow their viewings, lettings and maintenance, as well as obtain copies of their statements.
Tenants on the other hand can also view documents that have been sent to them from your agency, but also see the details of their tenancy, track their account balance, and report and track any maintenance issues they may have.
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
Note
- If you sent any eSign documents to your customers from Jupix prior to your migration, these documents will be stored in Jupix
- Any documents that were signed during the data migration will also be stored in Jupix
- After you've migrated to Alto successfully, any new eSign requests will be stored in Alto
Existing PropertyFile users
If you currently use either of PropertyFile's widget offerings; the Viewings widget and/or the Appraisals widget, both widgets will require their code to be changed on your website. This is to ensure they continue to work by now linking to Alto rather than Jupix.
For more information on Setting up your website widgets, click here.
New PropertyFile users
PropertyFile offers two different widgets that can be added to your website; the Viewings widget and the Appraisals widget. These widgets allow customers visiting your website to book an appointment to view a property or to have their property valued.
Both widgets require a small amount of additional code to be added to your website in order to allow them to work.
For more information on Activating your website widgets, click here.