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lisa.uzzell

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Recent activity by lisa.uzzell

  • Adding insurance details to a property

    In a property record, you have the option to add insurance information such as the renewal dates, sum insured, excess, and policy number. Note A property must be in the instructed phase before ins...

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  • 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, ...

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  • 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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  • 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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  • Adding a date to a property

    In a property record, you have the option to add dates to remind you of important recurring events relating to the property, such as gas safety certificates and EPCs. This is also sometimes a follo...

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  • Creating a group of hot buyers

    Alto allows you to create a listed group of your hot buyers which meet a specific criteria.  Note Groups created from the Contacts section can't be seen by the entire branch or agency. They will o...

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  • Creating a group of contacts that haven't recently viewed a property

    Alto allows you to create a listed group of contacts which meet a specific criteria. One example group you could create is a group of contacts that haven't viewed a property in a specified amount o...

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  • Creating a group of contacts that haven't been contacted in a set period

    Alto allows you to create a listed group of contacts which meet a specific criteria. One example group you could create is a group of contacts that have or haven't been contacted in a specified per...

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  • Assigning bank accounts to a landlord

    Your agency may have a single client account, or multiple. The relevant client bank account must be assigned to each landlord in order to ensure payments are actioned from and to the correct accoun...

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  • Step-Through records

    Step-Through mode allows you to toggle your match groups between the usual "List View" and "Step-Through mode", which allows you to view the details of each item and navigate through the list.  No...

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