Estate agent software for property management

15/08/2024: We’ve fixed an issue so you can change a branch of a property without affecting the works order attachments.

13/08/2024: There was an intermittent issue where if you added a File Note, upon saving it would flash and you could see some %20 symbols added in the spaces. These are normally not visible but we’ve addressed the issue.

13/08/2024: When adding a note to a vacating tenancy, there were some instances where the note was instead being added to the new proposed tenancy for the property. This has now been fixed.

13/08/2024: Within Reports>Property Management, the Tenancy Report now includes Property Manager as one of the Report Columns options.

09/08/2024: We’ve updated the Listing Review page in Alto to include the new National Trading Standards – Part B & C attributes so that you can see what information is being shared with the portals for each listing.

09/08/2024: We’ve updated the patch endpoint on the Inventory API so that our integration partners who support NTS information gathering can now patch the relevant information directly into the fields in Alto.

09/08/2024: As part of the changes made for National Trading Standards – Part B & C compliance, we’ve upgraded our approach to publishing to OnTheMarket, moving from an overnight schedule to a real-time feed.

08/08/2024: When emailing tenants from the Event Dates widget, if one of the properties had an old periodic tenancy that had vacated, the old tenants were being brought into the email. This has now been fixed.

08/08/2024: When raising an expense charge on a property via a works order, the default bank account for the supplier branch was the only account available. This has been fixed so any client account linked to the property can be selected.

08/08/2024: The minimum order quantity with Ravensworth, for materials such as brochures, is eight. We’ve reduced the minimum order quantity in Alto from 16 to eight.

07/08/2024: If you generate quotes for your contact(s) and send referrals to conveyancers, you can easily revisit those quotes from the contacts Timeline and view the details again.

07/08/2024: In addition to directly referring your contact(s) to one of our partnered conveyancers, you can also open cases on behalf of them.

02/08/2024: Any payments that are to be made where the Payment Method has been set to BACS, appear in Accounts, within BACS Payment Update.

01/08/2024: We’ve tweaked the publishing process for Zoopla so we now send the values for the EPC, rather than just the images, to improve quality and consistency of the EPC information for Zoopla listings.

01/08/2024: Client API feeds are now visible, providing you with more control about where listings are published to. Listings were previously published automatically to client API feeds and could not be controlled.

30/07/2024: The Dwelling field is now included in the Property Address for Arrears and Batch Receipts.

30/07/2024: We’ve made a series of improvements to Batch Receipts including clearer naming, the inclusion of records with raised charges due in the next 7 days and steps to ensure all raised charges are included.

30/07/2024: We’ve updated the Arrears and Batch Receipts search function, which didn’t work if a space was included between search components in the search string.

22/07/2024: We’ve fixed an issue where duplicate expense/fee credits caused an insufficient funds issue at a later date as the duplicate credit appeared on the landlord statement but didn’t appear on Pay supplier or Process Agency Fees.

19/07/2024: We’ve fixed an issue so when a statement is reversed, those transactions don’t remain on the Transactions page and the balance does not display incorrectly.

15/07/2024: We’ve added a character limit to avoid display errors when adding a statement or remittance remark in Group Settings or at the point of producing the landlord or supplier payment.

10/07/2024: File Notes in the ‘Recent Activity’ section on Properties > Contacts > Tenancies Overview have been updated so users no longer need to manually remove HTML characters, such as < > around an email address.

12/07/2024: We’ve fixed a series of minor issues relating to landlord transactions, such as incorrect bank account balances after partial payments, pagination sync and unreliable date searches.

09/07/2024: When adding an expense Charge, users can now choose from a range of additional Charge Item options which are available for selection when Expenses is selected.

21/06/2024: We’ve created a new Property Marketing event which fires whenever a property is shared with applicants. The event contains the property id and contact id(s).

20/06/2024: We’ve made some improvements to the address look-up when creating a contact through the add a property page.

20/06/2024: When raising an expense charge, if a duplicate Supplier invoice reference number has been entered on a raised/unraised charge for the same Supplier, you’ll be notified at the bottom of the window.

19/06/2024: On a property record, we’ve added the new fields that need to be completed for National Trading Standards – Part B & C compliance, to the Property and Marketing top tabs.

14/06/2024: Once a Conveyancer referral has been made, when the conveyancers update their CMS with important milestones, they’re now automatically sent to Alto to speed up your sales progression.

14/06/2024: We’ve built the Referrals dashboard to help you keep track of referrals made from Alto, showing an analytical/graphical view to easily understand key metrics.

10/06/2024: In line with a new directive from both Gmail and Yahoo, when marketing emails are sent via Alto, your contacts will be able to utilise a ‘one-click unsubscribe’ feature.

10/06/2024: We’ve improved the Documents page for properties, bringing a cleaner look and allowing sorting to make it easier to find documents for properties.

07/06/2024: The Negotiator name has been added to the Client Feed API so that you can populate this on your own website listings.

05/06/2024: We’ve added a new Tenure type of Non-traditional to the list of options available in Alto.

05/06/2024: File Notes (which can be added via the + in the Recent Activity section on the Properties/Contacts/Tenancies Overview) have been updated to include hyperlinks.

15/05/2024: Based on feedback, we’ve updated the mapping so that when the price qualifier Asking Price is chosen, this doesn’t pass through to Rightmove (who don’t use this qualifier) as Guide Price.

15/05/2024: We’ve fixed an issue in the schema validation which prevented lease end dates being stored if they were beyond the year 2076.

09/05/2024: The .pdf that’s linked to an expense Charge can now be viewed if you click View supplier invoice on the relevant charge transaction.

01/05/2024: Diary colours are now set correctly for branches when they’re created, which means getting your branch configured more quickly.

22/04/2024: We’ve built the Alto conveyancing feature, giving access to top performing conveyancers with market leading SLAs and transparent quotes.

30/04/2024: We’ve changed some of the settings that are added to a branch by default when it’s created.

29/04/2024: We’ve made design tweaks to ‘action’ buttons layout when looking up an address as part of adding a property.

24/04/2024: We’ve fixed an issue which meant it wasn’t possible to book a market appraisal after adding Pre-Appraisal appraiser notes.

18/04/2024: We’ve made several usability improvements when adding a property to help you navigate through the screens/sections.

17/04/2024: We’ve fixed an issue where notes added anywhere within Alto would appear on links within a sales progression.

15/04/2024: Following a ‘notice period’/countdown, we’ve now removed the old add a property page.

05/03/2024: We’ve built a new API endpoint which allows integration partners to create a file note against a property or contact(s)

04/03/2024: When adding a property, if the contact hasn’t yet been created, you can now click Create a new contact to create a contact record for them.

When you book a market appraisal when adding a new property, the diary view is auto-filtered to show the availability of the selected appraiser(s).

We’ve made some improvements to how file notes are handled in the Timeline to make the information easier to read.

We’ve fixed an issue that occurred when creating a contact through the add a property page, in relation to when duplicates get flagged.

27/02/2024: Alto on mobile users now have the option to Schedule a follow-up viewing, whether that’s for the same property or an entirely different one.

16/02/2024: We’ve introduced the ability to generate Property valuation reports, which enable you to look up property and area details within Alto.

16/02/2024: When adding a property, once you click Save, you’ll now have the option to Finish or Book a market appraisal immediately.

28/02/2024: When you book a market appraisal when adding a new property, we’ve added the ability to view the diary.

19/02/2024: We’ve added an auto-reminder prompt when booking a market appraisal at the point of adding a new property.

15/02/2024: We’ve fixed an issue identified with the Client Bank Balances report when it was run as a scheduled report.

05/02/2024: We’ve fixed an issue where attachments weren’t showing in preview when sending draft details to the vendor.

22/01/2024: A new ‘Management Type’ Report Column has also been added to the Processed Fee Analysis report (within Reports > Property Management Financials).

22/01/2024: We’ve added an additional Report Column titled Management Type to the Processed Fee Analysis report.

04/01/2024: When adding a property, you can now view the full sales history from HM Land Registry within the Property timeline.

04/01/2024: We’ve updated our system so that when adding a property, you can now archive duplicate properties.

11/01/2024: We’ve fixed an issue where transactions were being duplicated when viewed on the tenant ledger and arrears statement.

13/12/2023: We’ve made a change to how the branch options and duplicate property check work within our new method to add a property.

22/11/2023: Our new method to add a property is being gradually rolled-out as the default way of adding property to Alto, replacing the old design.

20/11/2023: We’ve added the navigation bar to Alto on mobile, to improve navigation and keep consistency with the desktop equivalent.

07/11/2023: Within our new method to add a property, we now include Zoopla listing data on the Property timeline.

22/11/2023: Duplicate property warning now includes information about the property that’s already in the database.

22/11/2023: We’ve enriched Add a Property with Zoopla data – removing the ‘dead-end’ when Hometrack information is unavailable.

20/11/2023: We’ve added the option to change the status of a Withdrawn property to Instructed.

20/11/2023: Pre-populate email Subject lines with the address of the property being emailed about.

14/11/2023: A new section in Pre-Appraisal tab allows Appraiser notes to be read and edited.

13/11/2023: When adding a property, you can now create Appraiser notes.  

09/11/2023: When saving a property, the book a market appraisal form will automatically open on page load.

07/11/2023: We’ve made changes to boost performance when loading a new contact record.

07/11/2023: You’re no longer informed to book a market appraisal in order to instruct a property.

07/11/2023: Appraiser Notes have been decoupled from valuation appointments and we’ve made it easier to view the comments.

01/11/2023: We’ve added a section to the top of the new method to add a property page, which will include an opt-out link and request for feedback.

20/11/2023: Documents no longer being overridden when uploaded against a contact record for Jupix to Alto users.

08/11/2023: We’ve fixed an issue where users were shown the wrong records when switching between tabs.

25/10/2023: Further colour code your Diary with additional colour schemes for Diary Events and General appointment.

19/10/2023: We’ve added the ability to access the property Reference data after saving a property.

16/10/2023: We’ve launched a trial to capture interest in Zoopla Featured Properties.

30/10/2023: Within our new method to add a property, we’ve added insight from Zoopla data to show if the property is already on the market.

27/10/2023: We’ve introduced an image of the property from the last time it was listed within our new method to add a property.

24/10/2023: When adding a new contact, upon entering their Postcode, you’ll have a new route to Add a property.

13/10/2023: The duplicate property check for new method to add a property now takes place when the page loads.

10/10/2023: We’ve moved the launcher for our new method to add a property to make it more prominent.

05/10/2023: The Dwelling field has been added to the property Address column in all reports.

05/10/2023: We’ve added a property timeline to our new method to add a property to support valuations.

04/10/2023: We’ve made layout improvements and introduced mapping to our new method to add a property.

12/09/2023: Within our new method to add a property, we’ve added the ability to add the property manually if Look up property option does not find it.

12/09/2023: On Alto 5, the Gallery on the Listing Review page is now populated with images, as per all other instances.

26/09/2023: We’ve made some improvements to the Portal Publishing and Listing Review pages based on customer feedback.

05/09/2023: Following changes introduced by National Trading Standards in 2022, we’ve removed the price Qualifier option of POA.

05/09/2023: We’ve added a patch endpoint to the Inventory API so integration partners can update information.

11/09/2023: Fixed issue on Listing Review page so non relevant Shared ownership fields are no longer displayed.

11/09/2023: Fixed issue where properties in Appraisal status couldn’t be retrieved from Inventory API filter endpoint.

06/09/2023: An unintended breaking change to the Inventory API has been fixed.

29/08/2023: Last sale price and date has been added to our New method to add a property function.

15/08/2023: Alto on mobile users can view new property listing information when viewing their appointment details.

15/08/2023: A smarter way of adding property into Alto, with options to edit, save and match properties more easily.

04/08/2023: We’ve added the ability to filter the Inventory API by instruction date, to support integration with Moverly.

02/08/2023: Users can now filter by property status in the Inventory API, as requested by integration partners.

02/08/2023: A new Get by ID endpoint supports multiple property IDs in the Inventory API.

01/08/2023: We’ve added the ability to filter the Listings API to support an integration with Bamboo.

30/08/2023: Changes to spacing / padding have improved readability in New method to add a property.

25/08/2023: We’ve updated the text entry box for bullet points to make it easier to review and edit the entry.

25/08/2023: We’ve improved the UI for transitioning in and out of review/edit mode for the new add a property page.

21/08/2023: Country no longer displays in New method to add a property, unless it is non-UK.

21/08/2023: Sale valuation/Rental valuation estimate has been added within our New method to add a property.

15/08/2023: Dwelling has been added as part of the property address report column data for various sales reports.

10/08/2023: Additional attributes added to Listings API in advance of future functionality for Alto on mobile.

04/08/2023: We’ve added K6 framework to the Inventory and Listings APIs for benchmarked testing.

02/08/2023: Viewer and Appraiser/ Accompanied by now shown on appointment details in Alto on mobile.

02/08/2023: Users can now filter the Appointments API by Appointment type, i.e. Viewing, Appraisal and General.

02/08/2023: We’ve added the ability to filter the Listings API by created date, modified date and branch ID.

01/08/2023: We’ve updated permissions to separate brochure customisation from email/letter template management.

01/08/2023: We’ve changed SMS provider for Alto.

01/08/2023: We’ve made improvements to the agent activation journey based on feedback from integration partners.

25/08/2023: A bug when editing figures for floor space and year built on ‘add a new property’ has been fixed.

21/08/2023: Fixed issue which meant users saw error page after looking up a property via the new add a property page.

15/08/2023: Fixed issues relating to SMS/email reminders sent for viewings and appraisals.

11/08/2023: We’ve fixed an issue where some users saw a loss of state, usually by entry fields being cleared unexpectedly.

02/08/2023: Issues fixed with failing or non performant reports, including those failing due to errors and timeout.

13/07/2023: We’ve fixed an issue affecting a small subset of users when viewing Branch Diaries.

13/07/2023: An issue with two step verification for users in certain groups has been fixed.

27/07/2023: The first attributes have been added to the Inventory API for Alto’s integration with Moverly.

27/07/2023: The Inventory API now supports filtering using created and modified date query filters.

13/07/2023: SMS messages sent from Alto now the display sender name as ‘Alto CRM’, not ‘System’.

13/07/2023: Alto now shows ‘For Sale’ or ‘To Let’ when searching for a property to book a viewing.

12/07/2023: Invalid characters are no longer permitted in the sender name of SMS messages to ensure delivery.

03/07/2023: You can now include property Price and price Qualifier fields in diary print out notes.

03/07/2023: Extended the queues for leads ingestion to prevent issues with matched contacts.

27/07/2023: Partners can now generate their own Alto Marketplace integration page within the Alto partner hub.

21/07/2023: Maintenance Type has now been added as a new attribute to the Inventory API.

06/07/2023: Access your colleagues appointment details and filter their appointments within the calendar.

16/06/2023: Useful for managing your lettings portfolios and getting contact details for landlords for properties.

14/06/23: Tenure is now only shown if it can be mapped to an option which is active for your Alto group account.

06/06/2023: You can now email tenants and landlords from the tenancy Overview screen.

16/06/2023: Brochure emails now include the link to the GDPR preference centre, helping you remain compliant.

19/05/2023: The new self serve process makes it possible for you to request an activation directly with the partner.

18/05/2023: Look up more property information in the Add a Market Appraisal or Property journey.

30/05/2023: To support partners, we’ve extended the inventory API to include the market type and rental management type.

24/05/2023: The password reset email is now sent from a no-reply email address rather than the requester’s.

17/05/2023: There’s now a single login page for Alto so you only need to log into Alto once.

23/05/2023: Beyond 12 documents, there wasn’t the ability to scroll. This has now been fixed.

03/04/2023: View the Listing Review page as a whole on one page and reduce the number of post-publish amends.

18/04/2023: New letter merge code that tells the reader the total number of parking spaces a property has.

18/04/2023: Tenancy Renewals and Vacating Property can be filtered by Property Branch.

17/04/2023: The property address has been added to the leads table so that you can see what the lead relates to.

12/04/2023: Check you’ve set the right imagery with the new photo gallery on the Listings Review page.

12/04/2023: View your appointments on Alto-on-Mobile by tapping into the required month.

03/04/2023: Get deposits information quicker with new queries in the Property Management Dashboard.

24/04/2023: Confirmations that Email and SMS messages sent during a sales progression now appear in Notes Timeline.

19/04/2023: Two people with different names/addresses for the same postcode will no longer be flagged as amber.

03/04/2023: The works order sometimes failed to run as expected but this has now been fixed.

03/04/2023: The Let Agreed Lettings report was returning an error. This has now been fixed and runs as expected.

01/04/2023: The Cash Book Property Management Financials report regularly failed to run properly. This is now fixed.

30/03/2023: We’ve updated how the FocalAgent integration switch-on works in response to some feedback.

29/03/2023: The Listing Details API now includes photos, floorplans and virtual tours which can be viewed by 3rd parties.

24/03/2023: If you bank with Virgin Money you can now import receipts into Alto.

15/03/2023: Easily find the stationery you’re looking for with new dropdown filters in Letter and Stationery Templates.

09/03/2023: We’ve now configured the Portal Publishing page so that it’s available at additional ‘non-publishable’ statuses.

30/03/2023: Users who don’t have access to Client Accounts can now access the proceeding EPC tab.

23/03/2032: A fix has been put in place so that any spaces before or after the email address field are removed.

20/03/2023: A fix has been put in place to exclude archived property data from the Critical Dates Not Set report.

20/03/2023: You can now edit a single occurrence of a recurring Diary appointment without changing the series.

13/03/2023: We’ve fixed the creation and scheduling of recurring appointments on the last day of the month.

13/03/2023: Emails to contacts that are Clients will now contain the link to manage preferences.

27/02/2023: County auto-population has been removed from the address lookup in Alto for Contacts and Properties.

07/02/2023: You can now filter notes relating to a record via the Notes tab on the Timeline.

06/02/2023: You can now differentiate different portals on the Portal Publishing page by looking at the icons.

01/02/2023: We’ve improved two widgets on the PM Dashboard, Monies Held and Works Orders.

24/02/2023: Fixes to the Portal Publishing process avoids errors and resolves data gaps.

24/02/2023: We’ve removed unnecessary fields to make sure the BACS file is accepted by Santander banking.

09/02/2023: A change was made recently to ensure Apply VAT is ticked if a VAT number is imported for a branch.

03/02/2023: We’ve fixed the Date Events report which would previously fail if you completed an Insurance Date Event.

02/03/2023: The SMS Messages Sent report had is now populating the right date for SMS records.

13/02/2023: The Portal Publishing page supports branches that publish to custom API feeds and have no portals set-up.

02/11/2022: Send personalised batch emails to tenants, landlords and suppliers and reach multiple parties at once.

23/11/2022: Separate sales and lettings data with the new filters and table column on the portal leads dashboard.

25/10/22: Use the new spanner icon in the property management dashboard to highlight outstanding maintenance jobs.

25/10/2022: To help you speed up email creation in Alto, you can now attach files to emails straight from your desktop.