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Using Alto

These sections cover the main areas of Alto. Most mirror the navigation within Alto, helping you find guidance based on where you’re working

Alto Intelligence

  • Alto Intelligence - Overview Promoted article

Alto on mobile

  • Alto on mobile Promoted article

Keyflo

  • Keyflo overview, branding, and how to enable modules
  • Request client payments with Keyflo
  • E-Sign with Keyflo

Home Screen

  • Dashboard
  • Property Management Dashboard
  • Movement Book
  • Property Map
  • Charts
  • Communication
  • E-Mail Marketing

Properties

  • Property workflow
  • Viewings
  • Offers
  • Property groups
  • Property record overview

Contacts

  • Adding a contact
  • Applicant Matching
  • Conveyancer referral
  • Contact record overview
  • Contact groups

Tenancies

  • Adding a tenancy
  • Tenancy record overview

Progressions

  • NEW Sales progressions
  • NEW Lettings progressions
  • Lettings progressions

Accounts

  • Transactions
  • Bank Transactions

Diary

  • Diary Configuration
  • Diary Appointments
  • Exporting the Diary

Reports

  • Analytics
  • Classic reports
  • Referrals dashboard

Prospecting

  • Automated on-market prospecting with Alto prospecting Promoted article
  • Alto prospecting - Overview

Integrations

  • Alto marketplace overview
  • Integrations
  • Referrals

PropertyFile

  • PropertyFile Overview, Activation and Configuration
  • Market Appraisals
  • Automated Viewing Feedback
  • Vendor Portal
  • Landlord Portal
  • Tenant Portal
  • Maintenance Reporting
  • Applicant Portal

Tools (the cog)

  • Templates and admin

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