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Alexi Glackin

  • Total activity 109
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Activity overview

Latest activity by Alexi Glackin
  • Alexi Glackin created an article,

    PropertyFile Landlord Portal

    PropertyFile is an online platform that has been integrated with Alto to keep your landlords informed and engaged throughout the cycle of their property letting journey. Using PropertyFile Landlord...

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    • 1 follower
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  • Alexi Glackin created an article,

    PropertyFile Tenant Portal

    PropertyFile is an online platform that has been integrated with Alto. It connects you with your customers, allowing you to provide a better level of customer service and makes your agency stand ou...

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    • 1 follower
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    • 0 votes
  • Alexi Glackin created an article,

    Understanding how transactions can be filtered

    Access to the Transactions screen enables you to see the accounts transaction history for a property, landlord, tenancy, supplier, and an applicant.   It's possible to reverse transactions from the...

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    • 1 follower
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  • Alexi Glackin created an article,

    Deactivating and reactivating user accounts

    You can easily reactivate and deactivate a users account on Alto. You might look to do this when a staff member leaves the business.   Note You will need access to System Administration, to edit y...

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    • 1 follower
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  • Alexi Glackin created an article,

    The Client Bank Balances report

    The Client Bank Balances report is a real time report that shows the reconciled balances for all client bank accounts in Alto. It provides you with a breakdown of all monies located in each of your...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Alexi Glackin created an article,

    Creating shared charges on a joint tenancy

    In Alto, you're able to raise a charge on a tenancy and split these charges between tenants on a joint tenancy.  Best practice Before you create a joint tenancy, all applicants need to be added to...

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    • 1 follower
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  • Alexi Glackin created an article,

    Preference Centre GDPR consent features

    GDPR affects all your client contacts in Alto including vendors, landlords and applicants. The GDPR setting on your contacts Preference Centre will determine how you can use your contacts data with...

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    • 1 follower
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  • Alexi Glackin created an article,

    Solicitor referrals

    You can easily record solicitor conveyancing referrals on Alto. However, you must first grant consent for them. To do this: Click Contacts on the main toolbar Select the relevant contact from Rece...

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    • 1 follower
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  • Alexi Glackin created an article,

    Financial services referrals

    You can easily record and manage financial service referrals on Alto. However, you must first grant consent for them. To do this: Click Contacts on the main toolbar Select the relevant contact fro...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Alexi Glackin created an article,

    Adding a new applicant

    In Alto, you can easily create new applicant records and search through existing records.   This article includes:  Adding a new applicant record Completing your applicant contact record How to fi...

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    • 1 follower
    • 0 comments
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