Lisa Williams
Articles
Recent activity by Lisa Williams
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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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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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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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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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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 ...
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Adding a date to a contact
In a contact record, you have the option to add dates to remind you of important recurring events relating to that contact. Note Dates can be added to landlords, tenants and suppliers but canno...
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Adding directions to a property
On a property record, you have the option to add directions which will feed through to brochures, if the merge code for that field has been added to your stationery templates. Click Properties on ...
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Landlord period statements
When a landlord requests a balance of the income and expenditure from their statements for a specific timeframe, you can create a (landlord) period statement. This can be printed or emailed as need...
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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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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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