Alto training options

Chris Horroll
Chris Horroll
  • Updated

Our Alto training ensures that you learn everything you need to know about Alto - at a time that suits you.

Our training is offered in 4 different styles, outlined below, so regardless of what training option you choose, we’ve got all the training tools to get your team up and running in no time.

Video

Pre-recorded videos that you can watch at any time

e-Learning

Step-by-step guides with complimentary videos

Webinar

A live session that’s booked in advance

Q&A

A group or one-on-one Q&A session with an Alto Trainer

This article includes: 

Alto Innovations

Stay looped in on new features via Alto Agenda, updates and integrations via Release Notes and Our integrations, and sign up for monthly webinars via Alto Insider.
For more information, click here.

Alto Essentials (free)

Get to know Alto inside out with our core training package that includes a mix of on-demand online courses and live Q&As.

Alto Learning Hub

All Alto users have access to comprehensive e-Learning and Video-style training free of charge via the Alto Learning Hub.


You can register yourself on the Alto Learning Hub using just an email address. Click Register, and on completing the registration form, you'll be sent an activation email with a link to click to activate the account and set up your password.

Once logged in, you'll have access to all available training, as outlined below.

The e-Learning consists of bite-sized interactive courses alongside on-demand Video content, which you can work through at your own pace. Fully responsive, our learning allows you to step through the training at a time and place that suits you with no time limit, and revisit the content at any stage to refresh your knowledge.

The e-Learning courses available and the completion time is as follows:

e-Learning Description Completion time
Foundation 1 This covers the basics of using Alto, from initial log-in through to creating a contact or property record and progressing a sale or let. 2 hours
Foundation 2 2 hours 15 minutes
Property Management This is recommended for lettings negotiators and property managers, and covers how to create and manage a tenancy. 2 hours
Accounts This is recommended for property and/or accounts managers, and covers how to use the accounting functions in Alto including setting up overseas landlord tax, processing deposits, receipting and reconciling payments and paying landlords 2 hours
Alto Extras - System Admin Essentials This is recommended for group administrators and senior managers, and covers how to configure company and branch settings, user roles and permissions, and the set up of standard paragraphs. 1 hour 30 minutes
Alto Extras - System Admin Property Management & Accounts This is recommended for group administrators and senior accounts managers, and covers how to configure NRL settings, statement and invoice remarks, and the sending of accounting documents 1 hour

In addition to the above, you also have access to the Alto Help Centre at any time to search for information.

Should you have any training queries, you can email us at altotraining@houseful.co.uk.
For more information on the Alto Learning Hub, including FAQs, click here.

Alto Custom Training (paid)

System health check

We offer a 60-minute system health check for your branch via Zoom.

(Full details for the system health check can be found below, alongside a booking link)

Training Description
System health check

Our experts will analyse how your team uses the software and then present their analysis of your Alto database, and provide a list of tailored recommendations - to help you get even more out of Alto.

After, you’ll get a detailed report to share with your branch.

Should you have any training queries, you can email us at altotraining@houseful.co.uk.

Advanced training

From advanced sales or lettings to a deep-dive into accounts, these dedicated instructor led Zoom sessions are perfect for specialists looking to improve. 

(Full details for the advanced training can be found below, alongside booking links)

Advanced training - Instructor led Description
New starter training

A personalised 2-hour Zoom session with one of our Alto trainers.

You’ll learn the basics of Alto, including how to navigate the platform, use the dashboards, manage diaries and work with the movement book.

Plus, choose an area that’s specific to your role and we’ll make sure it’s covered.

Advanced sales or lettings training

Improve your Alto skills even more. You’ll get access to a dedicated Alto trainer over Zoom for two hours.

Choose from one of the topics below and we’ll do the rest:

  • Advanced applicant management
  • Sales and lettings progression
  • Reporting and integrations
  • Templates and admin
  • Match groups
  • Target marketing
Property management training

Delve deeper into property management in this dedicated Zoom session with one of our expert trainers.

From tenancy set-up and renewals, to maintenance management and getting the most out of PropertyFile - we’ll cover everything to make communicating with your landlords and tenants a breeze.

Client accounts training

Streamline your accounts management and financial processes.

In this dedicated Zoom session you’ll learn how to:

  • Create tenancies and property charges
  • Receive money
  • Reconcile bank accounts and produce statements
  • Pay landlords and suppliers
  • Process refunds, register and refund deposits
  • Prepare annual statements and taxes
Accounts go-live assistance

Go live with client accounting with confidence with additional one-on-one training with an Alto trainer.

In this Zoom session you’ll cover:

  • Opening balances
  • Setting up your first rent charges
  • Property and landlord accounts
  • A guide through your first rent cycle and bank reconciliation
System admin & letters training

Configuring your database can be a daunting task, especially if you are not too familiar with the system.

Our System admin & letters training via Zoom guides you through the entire process step-by-step and covers:

  • Setting up your company profile, name, address, and contact details
  • Setting each branch and linking them to your main company profile
  • Creating user groups in your database
  • Adding user profiles and setting up logins
  • Creating and matching records in your database
  • Standardising your letters and emails
  • Setting up letter templates for invoices, quotes and other communications
  • Creating email templates, including marketing campaigns and service emails
PropertyFile training & setup

Providing transparent customer service is essential if you want to stand out and win more instructions.

Focusing specifically on PropertyFile, we’ll show you all the tools to give each client a personalised experience, including:

  • Setting up and customising PropertyFile for your business
  • Sharing important documents and updates
  • Capturing automated viewing feedback
  • Managing property maintenance
  • How to use PropertyFile data to improve business performance

Should you have any training queries, you can email us at altotraining@houseful.co.uk.

Bespoke training

If you're looking for something more specific, we offer a selection of one-on-one and on-site training options that can be tailored to your business needs.

(Full details for the bespoke training can be found below, alongside booking links)

Bespoke training - Instructor led Description
Onsite training

Our Onsite training is specifically designed to concentrate on core areas of Alto, guaranteeing your staff have a complete understanding.

To further reinforce their knowledge, our specialists will do a floor-walk with your team and answer any live questions as they use Alto.

Bespoke Alto training (1 hour)

Whether you want to improve your marketing skills, learn more about sales progression, or get a better understanding of property management, our bespoke training sessions can help.

With the choice of a one, two or three-hour Zoom session, you’ll be matched with an Alto expert who understands your pain points inside out.

Bespoke Alto training (2 hours)

Whether you want to improve your marketing skills, learn more about sales progression, or get a better understanding of property management, our bespoke training sessions can help.

With the choice of a one, two or three-hour Zoom session, you’ll be matched with an Alto expert who understands your pain points inside out.

Bespoke Alto training (3 hours)

Whether you want to improve your marketing skills, learn more about sales progression, or get a better understanding of property management, our bespoke training sessions can help.

With the choice of a one, two or three-hour Zoom session, you’ll be matched with an Alto expert who understands your pain points inside out.

30 minute bespoke Q&A

Looking for some expert Alto guidance?

Our 30-minute Q&A session with an Alto trainer via Zoom gives you the opportunity to ask us anything.

Whatever your area of focus may be, we’re on hand here to help you get the most out of this powerful platform.

Should you have any training queries, you can email us at altotraining@houseful.co.uk.

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