Lisa Williams
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Lisa Williams created an article,
Refunding a fee to a landlord
Occasionally, you may need to refund a landlord money. This might be due to an overcharged fee or as a goodwill gesture. The best way to action this is by crediting the charge. If this isn't possib...
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Lisa Williams created an article,
Creating a group - Marketing Preferences
Alto provides you with a feature where you can create a listed group of contacts based on their Marketing Preferences. Note The flags in the Opt-in section only relate to Client contacts. Therefo...
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Lisa Williams created an article,
Receipting money from a landlord
You can easily receipt money onto a landlord record. Click Contacts on the main navigation bar Select the relevant contact (landlord) from Recent & Favourite Contacts Alternatively, find th...
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Lisa Williams created an article,
Retaining money from a landlord statement
In order to retain money from the landlords income, for example, where a maintenance float is to be held, a retention target can be set from the landlords relevant payment group. Money can also be ...
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Lisa Williams created an article,
My Hot Applicants
Applicants within Alto can be marked as Hot. Hot applicants are applicants who know what they want and where, how much they want to spend, and who are in a position to move quickly. This article in...
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Lisa Williams created an article,
Assigning bank accounts to a property
Your agency may have a single client account, or multiple. The relevant client bank account must be assigned to each property in order to ensure payments are actioned from and to the correct accoun...
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Lisa Williams created an article,
Adding in an area on a property
Once you've added in new match areas, you have the option to add these areas on to a property record. This will enable a targeted match. Click Properties on the main navigation bar Select the rele...
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Lisa Williams created an article,
Adding in features on a property
On a Property record, you have the option to add property features which will enable a targeted match. Warning Features in Alto don't upload to portals. They are for internal matching only Cl...
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Lisa Williams created an article,
Creating a group of contacts
Alto allows you to create a listed group of Contacts which meet a specific criteria. Note Groups created from the Contacts section can't be seen by the entire branch or agency. They will only be ...
- Lisa Williams
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Lisa Williams created an article,
Reversing a landlord statement
You're able to reverse the most recent landlord statement to make amendments or corrections, as long as the payment hasn't been processed. Note If the landlords preferred payment type is BACS, ...
- Lisa Williams
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