Estate agent software for property management

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.