Estate agent software for property management
Alto’s used by more estate agent brands than any other property CRM on the market.
From built-in property management and client accounting tools, to a growing network of leading prop tech partners – our cloud-based sales and lettings software is just the start.
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What do you get with Alto?
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More time to grow your agency
Save on admin time with all the tools you need to sell, let, market and manage properties – in one solution.
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Experience you can rely on
Get an unrivalled combination of experience, investment and Alto’s growing network of prop tech partners.
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Transparency from day one
Get better value for money with all the core tools and training your team needs – but no hidden costs.
All the property management tools you need to run and grow your business – in one place.
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Sam Whitehead from The Accommodation Bureau
Alto Marketplace
We work with leading prop tech partners so letting and estate agents can do more in less time.
From tenant referencing to buyer onboarding, choose from a range of leading integration partners in Alto Marketplace.
Why choose Alto over other CRM providers?
You probably wouldn’t invest in a CRM solution for your business without shopping around. Find out how we compare to other property software providers.
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Alto Agenda
Be the first to see what's new with Alto Agenda.
Every time we add a new feature or integration in Alto Marketplace, you’ll hear about it first here.
It only takes 3 easy steps to get Alto
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Book a chat
We’ll call you back for a chat to set up a session tailored to your needs. Or if you’re short on time, check out our demo videos.
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We manage your migration
If you’re switching CRMs, your assigned onboarding coordinator will manage your data migration.
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Get trained up
Train how and when you want to, with on-demand videos and step-by-step guides in Alto’s learning hub.
Now's the time to see Alto for yourself
Book a chatRelease notes
Catch up on all the latest small-but-mighty Alto updates.
Dwelling now included in arrears and batch receipts
30/07/2024: The Dwelling field is now included in the Property Address for Arrears and Batch Receipts.
Improvements made to 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.
Fixed the arrears and batch receipt search function
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.
Address look-up improvements when creating a contact
20/06/2024: We’ve made some improvements to the address look-up when creating a contact through the add a property page.
National Trading Standards – Part B & C compliance
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.
Alto conveyancing – automated milestone notifications
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.
Negotiator name added to the Client Feed API
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.
Fixed mapping of ‘Asking Price’ qualifier
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.
Removed restriction on lease end date
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.
View .pdfs linked to expense charges
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.
Alto set up – diary colours set on creation
01/05/2024: Diary colours are now set correctly for branches when they’re created, which means getting your branch configured more quickly.
Alto conveyancing feature
22/04/2024: We’ve built the Alto conveyancing feature, giving access to top performing conveyancers with market leading SLAs and transparent quotes.
Alto set up – additional default branch settings
30/04/2024: We’ve changed some of the settings that are added to a branch by default when it’s created.
Repositioned ‘action’ buttons for address look-up
29/04/2024: We’ve made design tweaks to ‘action’ buttons layout when looking up an address as part of adding a property.
Book a market appraisal after pre-appraisal notes
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.
Usability improvements on add a property page
18/04/2024: We’ve made several usability improvements when adding a property to help you navigate through the screens/sections.
Fixed notes appearing on sales progressions
17/04/2024: We’ve fixed an issue where notes added anywhere within Alto would appear on links within a sales progression.
Removed the old add a property page
15/04/2024: Following a ‘notice period’/countdown, we’ve now removed the old add a property page.
API endpoint created for file notes
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)
Create a contact through ‘add a property’
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.
Auto-filter the diary view through add a property
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).
File notes formatting improvements
We’ve made some improvements to how file notes are handled in the Timeline to make the information easier to read.
Fixed issue on duplicate contacts
We’ve fixed an issue that occurred when creating a contact through the add a property page, in relation to when duplicates get flagged.
Book follow-up viewings via Alto on mobile
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.
Generate a property valuation report
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.
Book a market appraisal through the add a property page
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.
Added diary view when booking a market appraisal
28/02/2024: When you book a market appraisal when adding a new property, we’ve added the ability to view the diary.
Added auto-reminder for appraisal confirmations
19/02/2024: We’ve added an auto-reminder prompt when booking a market appraisal at the point of adding a new property.
Fixed scheduled client bank balances report
15/02/2024: We’ve fixed an issue identified with the Client Bank Balances report when it was run as a scheduled report.
Fixed email and attachment availability
05/02/2024: We’ve fixed an issue where attachments weren’t showing in preview when sending draft details to the vendor.
New Management Type column
22/01/2024: A new ‘Management Type’ Report Column has also been added to the Processed Fee Analysis report (within Reports > Property Management Financials).
New column added to Processed Fee Analysis report
22/01/2024: We’ve added an additional Report Column titled Management Type to the Processed Fee Analysis report.
Full sales history added to ‘add a property’ page
04/01/2024: When adding a property, you can now view the full sales history from HM Land Registry within the Property timeline.
Archiving a duplicate property introduced
04/01/2024: We’ve updated our system so that when adding a property, you can now archive duplicate properties.
Duplicate transactions issue fixed
11/01/2024: We’ve fixed an issue where transactions were being duplicated when viewed on the tenant ledger and arrears statement.
Updates to Add a New Property
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.
Roll-out of the new add a property page
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.
Alto navigation bar for Alto on mobile
20/11/2023: We’ve added the navigation bar to Alto on mobile, to improve navigation and keep consistency with the desktop equivalent.
Zoopla listing history on property timeline
07/11/2023: Within our new method to add a property, we now include Zoopla listing data on the Property timeline.
Updated duplicate property warning
22/11/2023: Duplicate property warning now includes information about the property that’s already in the database.
Enhanced new Add a Property page
22/11/2023: We’ve enriched Add a Property with Zoopla data – removing the ‘dead-end’ when Hometrack information is unavailable.
Change withdrawn properties to instructed
20/11/2023: We’ve added the option to change the status of a Withdrawn property to Instructed.
Pre-populate email subject with address
20/11/2023: Pre-populate email Subject lines with the address of the property being emailed about.
Increased visibility of appraiser notes
14/11/2023: A new section in Pre-Appraisal tab allows Appraiser notes to be read and edited.
Create appraiser notes when adding property
13/11/2023: When adding a property, you can now create Appraiser notes.
Book market appraisal pop-up
09/11/2023: When saving a property, the book a market appraisal form will automatically open on page load.
Contact record performance boost
07/11/2023: We’ve made changes to boost performance when loading a new contact record.
Instruct property without Market Appraisal
07/11/2023: You’re no longer informed to book a market appraisal in order to instruct a property.
Improvements to Appraiser Notes field
07/11/2023: Appraiser Notes have been decoupled from valuation appointments and we’ve made it easier to view the comments.
Opt-out from the new add a property page
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.
Error when documents uploaded to contact
20/11/2023: Documents no longer being overridden when uploaded against a contact record for Jupix to Alto users.
Fixed bug showing incorrect records
08/11/2023: We’ve fixed an issue where users were shown the wrong records when switching between tabs.
Additional diary colours added
25/10/2023: Further colour code your Diary with additional colour schemes for Diary Events and General appointment.
Access data for any property
19/10/2023: We’ve added the ability to access the property Reference data after saving a property.
Zoopla Featured Properties trial
16/10/2023: We’ve launched a trial to capture interest in Zoopla Featured Properties.
Property on/off market
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.
Property image added
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.
Add property from contact’s address
24/10/2023: When adding a new contact, upon entering their Postcode, you’ll have a new route to Add a property.
Duplicate property check
13/10/2023: The duplicate property check for new method to add a property now takes place when the page loads.
Moved launcher for ‘add a property’
10/10/2023: We’ve moved the launcher for our new method to add a property to make it more prominent.
Added dwelling to reports
05/10/2023: The Dwelling field has been added to the property Address column in all reports.
New property timeline
05/10/2023: We’ve added a property timeline to our new method to add a property to support valuations.
Mapping introduced
04/10/2023: We’ve made layout improvements and introduced mapping to our new method to add a property.
Add properties manually
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.
Gallery for Alto 5 users
12/09/2023: On Alto 5, the Gallery on the Listing Review page is now populated with images, as per all other instances.
Page improvements
26/09/2023: We’ve made some improvements to the Portal Publishing and Listing Review pages based on customer feedback.
Removed POA qualifier
05/09/2023: Following changes introduced by National Trading Standards in 2022, we’ve removed the price Qualifier option of POA.
New patch endpoint
05/09/2023: We’ve added a patch endpoint to the Inventory API so integration partners can update information.
Listing Review page fix
11/09/2023: Fixed issue on Listing Review page so non relevant Shared ownership fields are no longer displayed.
Inventory API filtering
11/09/2023: Fixed issue where properties in Appraisal status couldn’t be retrieved from Inventory API filter endpoint.
Inventory API issue fix
06/09/2023: An unintended breaking change to the Inventory API has been fixed.
Last sale price
29/08/2023: Last sale price and date has been added to our New method to add a property function.
Property info on mobile
15/08/2023: Alto on mobile users can view new property listing information when viewing their appointment details.
Add properties easily
15/08/2023: A smarter way of adding property into Alto, with options to edit, save and match properties more easily.
Instruction date filter
04/08/2023: We’ve added the ability to filter the Inventory API by instruction date, to support integration with Moverly.
Filter by property status
02/08/2023: Users can now filter by property status in the Inventory API, as requested by integration partners.
Get by ID endpoint
02/08/2023: A new Get by ID endpoint supports multiple property IDs in the Inventory API.
Filter the listings API
01/08/2023: We’ve added the ability to filter the Listings API to support an integration with Bamboo.
Improved readability
30/08/2023: Changes to spacing / padding have improved readability in New method to add a property.
Extended text box
25/08/2023: We’ve updated the text entry box for bullet points to make it easier to review and edit the entry.
UI improvement
25/08/2023: We’ve improved the UI for transitioning in and out of review/edit mode for the new add a property page.
Address format update
21/08/2023: Country no longer displays in New method to add a property, unless it is non-UK.
Valuation estimate data
21/08/2023: Sale valuation/Rental valuation estimate has been added within our New method to add a property.
Dwelling on sales reports
15/08/2023: Dwelling has been added as part of the property address report column data for various sales reports.
Enhanced listings API
10/08/2023: Additional attributes added to Listings API in advance of future functionality for Alto on mobile.
K6 framework added
04/08/2023: We’ve added K6 framework to the Inventory and Listings APIs for benchmarked testing.
Appt details on mobile
02/08/2023: Viewer and Appraiser/ Accompanied by now shown on appointment details in Alto on mobile.
New appointment filters
02/08/2023: Users can now filter the Appointments API by Appointment type, i.e. Viewing, Appraisal and General.
Enhanced listings API
02/08/2023: We’ve added the ability to filter the Listings API by created date, modified date and branch ID.
Updated permissions
01/08/2023: We’ve updated permissions to separate brochure customisation from email/letter template management.
Activation journey
01/08/2023: We’ve made improvements to the agent activation journey based on feedback from integration partners.
Floor space input
25/08/2023: A bug when editing figures for floor space and year built on ‘add a new property’ has been fixed.
Error page fix
21/08/2023: Fixed issue which meant users saw error page after looking up a property via the new add a property page.
Appointment reminders
15/08/2023: Fixed issues relating to SMS/email reminders sent for viewings and appraisals.
Cleared fields fix
11/08/2023: We’ve fixed an issue where some users saw a loss of state, usually by entry fields being cleared unexpectedly.
Fixes for Alto reports
02/08/2023: Issues fixed with failing or non performant reports, including those failing due to errors and timeout.
Branch Diary bug fix
13/07/2023: We’ve fixed an issue affecting a small subset of users when viewing Branch Diaries.
Two step verification fix
13/07/2023: An issue with two step verification for users in certain groups has been fixed.
Inventory API attributes
27/07/2023: The first attributes have been added to the Inventory API for Alto’s integration with Moverly.
Updated Inventory API
27/07/2023: The Inventory API now supports filtering using created and modified date query filters.
Updates to SMS sender
13/07/2023: SMS messages sent from Alto now the display sender name as ‘Alto CRM’, not ‘System’.
For Sale/To Let in search
13/07/2023: Alto now shows ‘For Sale’ or ‘To Let’ when searching for a property to book a viewing.
Invalid SMS characters
12/07/2023: Invalid characters are no longer permitted in the sender name of SMS messages to ensure delivery.
Diary print out fields
03/07/2023: You can now include property Price and price Qualifier fields in diary print out notes.
Leads ingestion queues
03/07/2023: Extended the queues for leads ingestion to prevent issues with matched contacts.
Alto partner hub
27/07/2023: Partners can now generate their own Alto Marketplace integration page within the Alto partner hub.
Maintenance Type
21/07/2023: Maintenance Type has now been added as a new attribute to the Inventory API.
Alto-on-mobile updates
06/07/2023: Access your colleagues appointment details and filter their appointments within the calendar.
Tenancy Report columns
16/06/2023: Useful for managing your lettings portfolios and getting contact details for landlords for properties.
Tenure information
14/06/23: Tenure is now only shown if it can be mapped to an option which is active for your Alto group account.
Tenancy overview email
06/06/2023: You can now email tenants and landlords from the tenancy Overview screen.
GDPR reference links
16/06/2023: Brochure emails now include the link to the GDPR preference centre, helping you remain compliant.
Integrations – self serve
19/05/2023: The new self serve process makes it possible for you to request an activation directly with the partner.
Property info look-up
18/05/2023: Look up more property information in the Add a Market Appraisal or Property journey.
Extended inventory API
30/05/2023: To support partners, we’ve extended the inventory API to include the market type and rental management type.
Password reset update
24/05/2023: The password reset email is now sent from a no-reply email address rather than the requester’s.
Single login page
17/05/2023: There’s now a single login page for Alto so you only need to log into Alto once.
Document scrolling
23/05/2023: Beyond 12 documents, there wasn’t the ability to scroll. This has now been fixed.
Listings review page
03/04/2023: View the Listing Review page as a whole on one page and reduce the number of post-publish amends.
New merge code
18/04/2023: New letter merge code that tells the reader the total number of parking spaces a property has.
Filter by property branch
18/04/2023: Tenancy Renewals and Vacating Property can be filtered by Property Branch.
Leads table – addresses
17/04/2023: The property address has been added to the leads table so that you can see what the lead relates to.
Listings Review – gallery
12/04/2023: Check you’ve set the right imagery with the new photo gallery on the Listings Review page.
Alto-on-mobile calendar
12/04/2023: View your appointments on Alto-on-Mobile by tapping into the required month.
Deposits information
03/04/2023: Get deposits information quicker with new queries in the Property Management Dashboard.
Email/SMS confirmations
24/04/2023: Confirmations that Email and SMS messages sent during a sales progression now appear in Notes Timeline.
Lead duplicates
19/04/2023: Two people with different names/addresses for the same postcode will no longer be flagged as amber.
Works orders report
03/04/2023: The works order sometimes failed to run as expected but this has now been fixed.
Let Agreed reporting
03/04/2023: The Let Agreed Lettings report was returning an error. This has now been fixed and runs as expected.
Fixing the Cash Book
01/04/2023: The Cash Book Property Management Financials report regularly failed to run properly. This is now fixed.
FocalAgent switch on
30/03/2023: We’ve updated how the FocalAgent integration switch-on works in response to some feedback.
Listings Details images
29/03/2023: The Listing Details API now includes photos, floorplans and virtual tours which can be viewed by 3rd parties.
Virgin Money receipts
24/03/2023: If you bank with Virgin Money you can now import receipts into Alto.
Stationery templates
15/03/2023: Easily find the stationery you’re looking for with new dropdown filters in Letter and Stationery Templates.
Portal Publishing
09/03/2023: We’ve now configured the Portal Publishing page so that it’s available at additional ‘non-publishable’ statuses.
EPC tab accessibility
30/03/2023: Users who don’t have access to Client Accounts can now access the proceeding EPC tab.
Email address spaces
23/03/2032: A fix has been put in place so that any spaces before or after the email address field are removed.
Critical Dates Not Set
20/03/2023: A fix has been put in place to exclude archived property data from the Critical Dates Not Set report.
Diary appointment edits
20/03/2023: You can now edit a single occurrence of a recurring Diary appointment without changing the series.
Recurring appointments
13/03/2023: We’ve fixed the creation and scheduling of recurring appointments on the last day of the month.
GDPR preferences link
13/03/2023: Emails to contacts that are Clients will now contain the link to manage preferences.
Address lookup
27/02/2023: County auto-population has been removed from the address lookup in Alto for Contacts and Properties.
Notes filter – Timeline
07/02/2023: You can now filter notes relating to a record via the Notes tab on the Timeline.
Portal Publishing – icons
06/02/2023: You can now differentiate different portals on the Portal Publishing page by looking at the icons.
New dashboard widgets
01/02/2023: We’ve improved two widgets on the PM Dashboard, Monies Held and Works Orders.
Portal Publishing errors
24/02/2023: Fixes to the Portal Publishing process avoids errors and resolves data gaps.
Santander BACS file
24/02/2023: We’ve removed unnecessary fields to make sure the BACS file is accepted by Santander banking.
VAT added to charges
09/02/2023: A change was made recently to ensure Apply VAT is ticked if a VAT number is imported for a branch.
Date Events report
03/02/2023: We’ve fixed the Date Events report which would previously fail if you completed an Insurance Date Event.
SMS Messages report
02/03/2023: The SMS Messages Sent report had is now populating the right date for SMS records.
Portal Publishing page
13/02/2023: The Portal Publishing page supports branches that publish to custom API feeds and have no portals set-up.
Batch emails
02/11/2022: Send personalised batch emails to tenants, landlords and suppliers and reach multiple parties at once.
Portal leads filter
23/11/2022: Separate sales and lettings data with the new filters and table column on the portal leads dashboard.
Maintenance alerts
25/10/22: Use the new spanner icon in the property management dashboard to highlight outstanding maintenance jobs.
Email attachments
25/10/2022: To help you speed up email creation in Alto, you can now attach files to emails straight from your desktop.
Dwelling now included in arrears and batch receipts
30/07/2024: The Dwelling field is now included in the Property Address for Arrears and Batch Receipts.
Improvements made to 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.
Fixed the arrears and batch receipt search function
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.
Address look-up improvements when creating a contact
20/06/2024: We’ve made some improvements to the address look-up when creating a contact through the add a property page.
National Trading Standards – Part B & C compliance
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.
Alto conveyancing – automated milestone notifications
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.
Negotiator name added to the Client Feed API
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.
Fixed mapping of ‘Asking Price’ qualifier
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.
Removed restriction on lease end date
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.
View .pdfs linked to expense charges
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.
Alto set up – diary colours set on creation
01/05/2024: Diary colours are now set correctly for branches when they’re created, which means getting your branch configured more quickly.
Alto conveyancing feature
22/04/2024: We’ve built the Alto conveyancing feature, giving access to top performing conveyancers with market leading SLAs and transparent quotes.
Alto set up – additional default branch settings
30/04/2024: We’ve changed some of the settings that are added to a branch by default when it’s created.
Repositioned ‘action’ buttons for address look-up
29/04/2024: We’ve made design tweaks to ‘action’ buttons layout when looking up an address as part of adding a property.
Book a market appraisal after pre-appraisal notes
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.
Usability improvements on add a property page
18/04/2024: We’ve made several usability improvements when adding a property to help you navigate through the screens/sections.
Fixed notes appearing on sales progressions
17/04/2024: We’ve fixed an issue where notes added anywhere within Alto would appear on links within a sales progression.
Removed the old add a property page
15/04/2024: Following a ‘notice period’/countdown, we’ve now removed the old add a property page.
API endpoint created for file notes
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)
Create a contact through ‘add a property’
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.
Auto-filter the diary view through add a property
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).
File notes formatting improvements
We’ve made some improvements to how file notes are handled in the Timeline to make the information easier to read.
Fixed issue on duplicate contacts
We’ve fixed an issue that occurred when creating a contact through the add a property page, in relation to when duplicates get flagged.
Book follow-up viewings via Alto on mobile
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.
Generate a property valuation report
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.
Book a market appraisal through the add a property page
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.
Added diary view when booking a market appraisal
28/02/2024: When you book a market appraisal when adding a new property, we’ve added the ability to view the diary.
Added auto-reminder for appraisal confirmations
19/02/2024: We’ve added an auto-reminder prompt when booking a market appraisal at the point of adding a new property.
Fixed scheduled client bank balances report
15/02/2024: We’ve fixed an issue identified with the Client Bank Balances report when it was run as a scheduled report.
Fixed email and attachment availability
05/02/2024: We’ve fixed an issue where attachments weren’t showing in preview when sending draft details to the vendor.
New Management Type column
22/01/2024: A new ‘Management Type’ Report Column has also been added to the Processed Fee Analysis report (within Reports > Property Management Financials).
New column added to Processed Fee Analysis report
22/01/2024: We’ve added an additional Report Column titled Management Type to the Processed Fee Analysis report.
Full sales history added to ‘add a property’ page
04/01/2024: When adding a property, you can now view the full sales history from HM Land Registry within the Property timeline.
Archiving a duplicate property introduced
04/01/2024: We’ve updated our system so that when adding a property, you can now archive duplicate properties.
Duplicate transactions issue fixed
11/01/2024: We’ve fixed an issue where transactions were being duplicated when viewed on the tenant ledger and arrears statement.
Updates to Add a New Property
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.
Roll-out of the new add a property page
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.
Alto navigation bar for Alto on mobile
20/11/2023: We’ve added the navigation bar to Alto on mobile, to improve navigation and keep consistency with the desktop equivalent.
Zoopla listing history on property timeline
07/11/2023: Within our new method to add a property, we now include Zoopla listing data on the Property timeline.
Updated duplicate property warning
22/11/2023: Duplicate property warning now includes information about the property that’s already in the database.
Enhanced new Add a Property page
22/11/2023: We’ve enriched Add a Property with Zoopla data – removing the ‘dead-end’ when Hometrack information is unavailable.
Change withdrawn properties to instructed
20/11/2023: We’ve added the option to change the status of a Withdrawn property to Instructed.
Pre-populate email subject with address
20/11/2023: Pre-populate email Subject lines with the address of the property being emailed about.
Increased visibility of appraiser notes
14/11/2023: A new section in Pre-Appraisal tab allows Appraiser notes to be read and edited.
Create appraiser notes when adding property
13/11/2023: When adding a property, you can now create Appraiser notes.
Book market appraisal pop-up
09/11/2023: When saving a property, the book a market appraisal form will automatically open on page load.
Contact record performance boost
07/11/2023: We’ve made changes to boost performance when loading a new contact record.
Instruct property without Market Appraisal
07/11/2023: You’re no longer informed to book a market appraisal in order to instruct a property.
Improvements to Appraiser Notes field
07/11/2023: Appraiser Notes have been decoupled from valuation appointments and we’ve made it easier to view the comments.
Opt-out from the new add a property page
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.
Error when documents uploaded to contact
20/11/2023: Documents no longer being overridden when uploaded against a contact record for Jupix to Alto users.
Fixed bug showing incorrect records
08/11/2023: We’ve fixed an issue where users were shown the wrong records when switching between tabs.
Additional diary colours added
25/10/2023: Further colour code your Diary with additional colour schemes for Diary Events and General appointment.
Access data for any property
19/10/2023: We’ve added the ability to access the property Reference data after saving a property.
Zoopla Featured Properties trial
16/10/2023: We’ve launched a trial to capture interest in Zoopla Featured Properties.
Property on/off market
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.
Property image added
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.
Add property from contact’s address
24/10/2023: When adding a new contact, upon entering their Postcode, you’ll have a new route to Add a property.
Duplicate property check
13/10/2023: The duplicate property check for new method to add a property now takes place when the page loads.
Moved launcher for ‘add a property’
10/10/2023: We’ve moved the launcher for our new method to add a property to make it more prominent.
Added dwelling to reports
05/10/2023: The Dwelling field has been added to the property Address column in all reports.
New property timeline
05/10/2023: We’ve added a property timeline to our new method to add a property to support valuations.
Mapping introduced
04/10/2023: We’ve made layout improvements and introduced mapping to our new method to add a property.
Add properties manually
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.
Gallery for Alto 5 users
12/09/2023: On Alto 5, the Gallery on the Listing Review page is now populated with images, as per all other instances.
Page improvements
26/09/2023: We’ve made some improvements to the Portal Publishing and Listing Review pages based on customer feedback.
Removed POA qualifier
05/09/2023: Following changes introduced by National Trading Standards in 2022, we’ve removed the price Qualifier option of POA.
New patch endpoint
05/09/2023: We’ve added a patch endpoint to the Inventory API so integration partners can update information.
Listing Review page fix
11/09/2023: Fixed issue on Listing Review page so non relevant Shared ownership fields are no longer displayed.
Inventory API filtering
11/09/2023: Fixed issue where properties in Appraisal status couldn’t be retrieved from Inventory API filter endpoint.
Inventory API issue fix
06/09/2023: An unintended breaking change to the Inventory API has been fixed.
Last sale price
29/08/2023: Last sale price and date has been added to our New method to add a property function.
Property info on mobile
15/08/2023: Alto on mobile users can view new property listing information when viewing their appointment details.
Add properties easily
15/08/2023: A smarter way of adding property into Alto, with options to edit, save and match properties more easily.
Instruction date filter
04/08/2023: We’ve added the ability to filter the Inventory API by instruction date, to support integration with Moverly.
Filter by property status
02/08/2023: Users can now filter by property status in the Inventory API, as requested by integration partners.
Get by ID endpoint
02/08/2023: A new Get by ID endpoint supports multiple property IDs in the Inventory API.
Filter the listings API
01/08/2023: We’ve added the ability to filter the Listings API to support an integration with Bamboo.
Improved readability
30/08/2023: Changes to spacing / padding have improved readability in New method to add a property.
Extended text box
25/08/2023: We’ve updated the text entry box for bullet points to make it easier to review and edit the entry.
UI improvement
25/08/2023: We’ve improved the UI for transitioning in and out of review/edit mode for the new add a property page.
Address format update
21/08/2023: Country no longer displays in New method to add a property, unless it is non-UK.
Valuation estimate data
21/08/2023: Sale valuation/Rental valuation estimate has been added within our New method to add a property.
Dwelling on sales reports
15/08/2023: Dwelling has been added as part of the property address report column data for various sales reports.
Enhanced listings API
10/08/2023: Additional attributes added to Listings API in advance of future functionality for Alto on mobile.
K6 framework added
04/08/2023: We’ve added K6 framework to the Inventory and Listings APIs for benchmarked testing.
Appt details on mobile
02/08/2023: Viewer and Appraiser/ Accompanied by now shown on appointment details in Alto on mobile.
New appointment filters
02/08/2023: Users can now filter the Appointments API by Appointment type, i.e. Viewing, Appraisal and General.
Enhanced listings API
02/08/2023: We’ve added the ability to filter the Listings API by created date, modified date and branch ID.
Updated permissions
01/08/2023: We’ve updated permissions to separate brochure customisation from email/letter template management.
Activation journey
01/08/2023: We’ve made improvements to the agent activation journey based on feedback from integration partners.
Floor space input
25/08/2023: A bug when editing figures for floor space and year built on ‘add a new property’ has been fixed.
Error page fix
21/08/2023: Fixed issue which meant users saw error page after looking up a property via the new add a property page.
Appointment reminders
15/08/2023: Fixed issues relating to SMS/email reminders sent for viewings and appraisals.
Cleared fields fix
11/08/2023: We’ve fixed an issue where some users saw a loss of state, usually by entry fields being cleared unexpectedly.
Fixes for Alto reports
02/08/2023: Issues fixed with failing or non performant reports, including those failing due to errors and timeout.
Branch Diary bug fix
13/07/2023: We’ve fixed an issue affecting a small subset of users when viewing Branch Diaries.
Two step verification fix
13/07/2023: An issue with two step verification for users in certain groups has been fixed.
Inventory API attributes
27/07/2023: The first attributes have been added to the Inventory API for Alto’s integration with Moverly.
Updated Inventory API
27/07/2023: The Inventory API now supports filtering using created and modified date query filters.
Updates to SMS sender
13/07/2023: SMS messages sent from Alto now the display sender name as ‘Alto CRM’, not ‘System’.
For Sale/To Let in search
13/07/2023: Alto now shows ‘For Sale’ or ‘To Let’ when searching for a property to book a viewing.
Invalid SMS characters
12/07/2023: Invalid characters are no longer permitted in the sender name of SMS messages to ensure delivery.
Diary print out fields
03/07/2023: You can now include property Price and price Qualifier fields in diary print out notes.
Leads ingestion queues
03/07/2023: Extended the queues for leads ingestion to prevent issues with matched contacts.
Alto partner hub
27/07/2023: Partners can now generate their own Alto Marketplace integration page within the Alto partner hub.
Maintenance Type
21/07/2023: Maintenance Type has now been added as a new attribute to the Inventory API.
Alto-on-mobile updates
06/07/2023: Access your colleagues appointment details and filter their appointments within the calendar.
Tenancy Report columns
16/06/2023: Useful for managing your lettings portfolios and getting contact details for landlords for properties.
Tenure information
14/06/23: Tenure is now only shown if it can be mapped to an option which is active for your Alto group account.
Tenancy overview email
06/06/2023: You can now email tenants and landlords from the tenancy Overview screen.
GDPR reference links
16/06/2023: Brochure emails now include the link to the GDPR preference centre, helping you remain compliant.
Integrations – self serve
19/05/2023: The new self serve process makes it possible for you to request an activation directly with the partner.
Property info look-up
18/05/2023: Look up more property information in the Add a Market Appraisal or Property journey.
Extended inventory API
30/05/2023: To support partners, we’ve extended the inventory API to include the market type and rental management type.
Password reset update
24/05/2023: The password reset email is now sent from a no-reply email address rather than the requester’s.
Single login page
17/05/2023: There’s now a single login page for Alto so you only need to log into Alto once.
Document scrolling
23/05/2023: Beyond 12 documents, there wasn’t the ability to scroll. This has now been fixed.
Listings review page
03/04/2023: View the Listing Review page as a whole on one page and reduce the number of post-publish amends.
New merge code
18/04/2023: New letter merge code that tells the reader the total number of parking spaces a property has.
Filter by property branch
18/04/2023: Tenancy Renewals and Vacating Property can be filtered by Property Branch.
Leads table – addresses
17/04/2023: The property address has been added to the leads table so that you can see what the lead relates to.
Listings Review – gallery
12/04/2023: Check you’ve set the right imagery with the new photo gallery on the Listings Review page.
Alto-on-mobile calendar
12/04/2023: View your appointments on Alto-on-Mobile by tapping into the required month.
Deposits information
03/04/2023: Get deposits information quicker with new queries in the Property Management Dashboard.
Email/SMS confirmations
24/04/2023: Confirmations that Email and SMS messages sent during a sales progression now appear in Notes Timeline.
Lead duplicates
19/04/2023: Two people with different names/addresses for the same postcode will no longer be flagged as amber.
Works orders report
03/04/2023: The works order sometimes failed to run as expected but this has now been fixed.
Let Agreed reporting
03/04/2023: The Let Agreed Lettings report was returning an error. This has now been fixed and runs as expected.
Fixing the Cash Book
01/04/2023: The Cash Book Property Management Financials report regularly failed to run properly. This is now fixed.
FocalAgent switch on
30/03/2023: We’ve updated how the FocalAgent integration switch-on works in response to some feedback.
Listings Details images
29/03/2023: The Listing Details API now includes photos, floorplans and virtual tours which can be viewed by 3rd parties.
Virgin Money receipts
24/03/2023: If you bank with Virgin Money you can now import receipts into Alto.
Stationery templates
15/03/2023: Easily find the stationery you’re looking for with new dropdown filters in Letter and Stationery Templates.
Portal Publishing
09/03/2023: We’ve now configured the Portal Publishing page so that it’s available at additional ‘non-publishable’ statuses.
EPC tab accessibility
30/03/2023: Users who don’t have access to Client Accounts can now access the proceeding EPC tab.
Email address spaces
23/03/2032: A fix has been put in place so that any spaces before or after the email address field are removed.
Critical Dates Not Set
20/03/2023: A fix has been put in place to exclude archived property data from the Critical Dates Not Set report.
Diary appointment edits
20/03/2023: You can now edit a single occurrence of a recurring Diary appointment without changing the series.
Recurring appointments
13/03/2023: We’ve fixed the creation and scheduling of recurring appointments on the last day of the month.
GDPR preferences link
13/03/2023: Emails to contacts that are Clients will now contain the link to manage preferences.
Address lookup
27/02/2023: County auto-population has been removed from the address lookup in Alto for Contacts and Properties.
Notes filter – Timeline
07/02/2023: You can now filter notes relating to a record via the Notes tab on the Timeline.
Portal Publishing – icons
06/02/2023: You can now differentiate different portals on the Portal Publishing page by looking at the icons.
New dashboard widgets
01/02/2023: We’ve improved two widgets on the PM Dashboard, Monies Held and Works Orders.
Portal Publishing errors
24/02/2023: Fixes to the Portal Publishing process avoids errors and resolves data gaps.
Santander BACS file
24/02/2023: We’ve removed unnecessary fields to make sure the BACS file is accepted by Santander banking.
VAT added to charges
09/02/2023: A change was made recently to ensure Apply VAT is ticked if a VAT number is imported for a branch.
Date Events report
03/02/2023: We’ve fixed the Date Events report which would previously fail if you completed an Insurance Date Event.
SMS Messages report
02/03/2023: The SMS Messages Sent report had is now populating the right date for SMS records.
Portal Publishing page
13/02/2023: The Portal Publishing page supports branches that publish to custom API feeds and have no portals set-up.
Batch emails
02/11/2022: Send personalised batch emails to tenants, landlords and suppliers and reach multiple parties at once.
Portal leads filter
23/11/2022: Separate sales and lettings data with the new filters and table column on the portal leads dashboard.
Maintenance alerts
25/10/22: Use the new spanner icon in the property management dashboard to highlight outstanding maintenance jobs.
Email attachments
25/10/2022: To help you speed up email creation in Alto, you can now attach files to emails straight from your desktop.
Dwelling now included in arrears and batch receipts
30/07/2024: The Dwelling field is now included in the Property Address for Arrears and Batch Receipts.
Improvements made to 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.
Fixed the arrears and batch receipt search function
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.
Address look-up improvements when creating a contact
20/06/2024: We’ve made some improvements to the address look-up when creating a contact through the add a property page.
National Trading Standards – Part B & C compliance
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.
Alto conveyancing – automated milestone notifications
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.
Negotiator name added to the Client Feed API
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.
Fixed mapping of ‘Asking Price’ qualifier
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.
Removed restriction on lease end date
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.
View .pdfs linked to expense charges
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.
Alto set up – diary colours set on creation
01/05/2024: Diary colours are now set correctly for branches when they’re created, which means getting your branch configured more quickly.
Alto conveyancing feature
22/04/2024: We’ve built the Alto conveyancing feature, giving access to top performing conveyancers with market leading SLAs and transparent quotes.
Alto set up – additional default branch settings
30/04/2024: We’ve changed some of the settings that are added to a branch by default when it’s created.
Repositioned ‘action’ buttons for address look-up
29/04/2024: We’ve made design tweaks to ‘action’ buttons layout when looking up an address as part of adding a property.
Book a market appraisal after pre-appraisal notes
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.
Usability improvements on add a property page
18/04/2024: We’ve made several usability improvements when adding a property to help you navigate through the screens/sections.
Fixed notes appearing on sales progressions
17/04/2024: We’ve fixed an issue where notes added anywhere within Alto would appear on links within a sales progression.
Removed the old add a property page
15/04/2024: Following a ‘notice period’/countdown, we’ve now removed the old add a property page.
API endpoint created for file notes
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)
Create a contact through ‘add a property’
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.
Auto-filter the diary view through add a property
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).
File notes formatting improvements
We’ve made some improvements to how file notes are handled in the Timeline to make the information easier to read.
Fixed issue on duplicate contacts
We’ve fixed an issue that occurred when creating a contact through the add a property page, in relation to when duplicates get flagged.
Book follow-up viewings via Alto on mobile
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.
Generate a property valuation report
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.
Book a market appraisal through the add a property page
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.
Added diary view when booking a market appraisal
28/02/2024: When you book a market appraisal when adding a new property, we’ve added the ability to view the diary.
Added auto-reminder for appraisal confirmations
19/02/2024: We’ve added an auto-reminder prompt when booking a market appraisal at the point of adding a new property.
Fixed scheduled client bank balances report
15/02/2024: We’ve fixed an issue identified with the Client Bank Balances report when it was run as a scheduled report.
Fixed email and attachment availability
05/02/2024: We’ve fixed an issue where attachments weren’t showing in preview when sending draft details to the vendor.
New Management Type column
22/01/2024: A new ‘Management Type’ Report Column has also been added to the Processed Fee Analysis report (within Reports > Property Management Financials).
New column added to Processed Fee Analysis report
22/01/2024: We’ve added an additional Report Column titled Management Type to the Processed Fee Analysis report.
Full sales history added to ‘add a property’ page
04/01/2024: When adding a property, you can now view the full sales history from HM Land Registry within the Property timeline.
Archiving a duplicate property introduced
04/01/2024: We’ve updated our system so that when adding a property, you can now archive duplicate properties.
Duplicate transactions issue fixed
11/01/2024: We’ve fixed an issue where transactions were being duplicated when viewed on the tenant ledger and arrears statement.
Updates to Add a New Property
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.
Roll-out of the new add a property page
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.
Alto navigation bar for Alto on mobile
20/11/2023: We’ve added the navigation bar to Alto on mobile, to improve navigation and keep consistency with the desktop equivalent.
Zoopla listing history on property timeline
07/11/2023: Within our new method to add a property, we now include Zoopla listing data on the Property timeline.
Updated duplicate property warning
22/11/2023: Duplicate property warning now includes information about the property that’s already in the database.
Enhanced new Add a Property page
22/11/2023: We’ve enriched Add a Property with Zoopla data – removing the ‘dead-end’ when Hometrack information is unavailable.
Change withdrawn properties to instructed
20/11/2023: We’ve added the option to change the status of a Withdrawn property to Instructed.
Pre-populate email subject with address
20/11/2023: Pre-populate email Subject lines with the address of the property being emailed about.
Increased visibility of appraiser notes
14/11/2023: A new section in Pre-Appraisal tab allows Appraiser notes to be read and edited.
Create appraiser notes when adding property
13/11/2023: When adding a property, you can now create Appraiser notes.
Book market appraisal pop-up
09/11/2023: When saving a property, the book a market appraisal form will automatically open on page load.
Contact record performance boost
07/11/2023: We’ve made changes to boost performance when loading a new contact record.
Instruct property without Market Appraisal
07/11/2023: You’re no longer informed to book a market appraisal in order to instruct a property.
Improvements to Appraiser Notes field
07/11/2023: Appraiser Notes have been decoupled from valuation appointments and we’ve made it easier to view the comments.
Opt-out from the new add a property page
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.
Error when documents uploaded to contact
20/11/2023: Documents no longer being overridden when uploaded against a contact record for Jupix to Alto users.
Fixed bug showing incorrect records
08/11/2023: We’ve fixed an issue where users were shown the wrong records when switching between tabs.
Additional diary colours added
25/10/2023: Further colour code your Diary with additional colour schemes for Diary Events and General appointment.
Access data for any property
19/10/2023: We’ve added the ability to access the property Reference data after saving a property.
Zoopla Featured Properties trial
16/10/2023: We’ve launched a trial to capture interest in Zoopla Featured Properties.
Property on/off market
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.
Property image added
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.
Add property from contact’s address
24/10/2023: When adding a new contact, upon entering their Postcode, you’ll have a new route to Add a property.
Duplicate property check
13/10/2023: The duplicate property check for new method to add a property now takes place when the page loads.
Moved launcher for ‘add a property’
10/10/2023: We’ve moved the launcher for our new method to add a property to make it more prominent.
Added dwelling to reports
05/10/2023: The Dwelling field has been added to the property Address column in all reports.
New property timeline
05/10/2023: We’ve added a property timeline to our new method to add a property to support valuations.
Mapping introduced
04/10/2023: We’ve made layout improvements and introduced mapping to our new method to add a property.
Add properties manually
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.
Gallery for Alto 5 users
12/09/2023: On Alto 5, the Gallery on the Listing Review page is now populated with images, as per all other instances.
Page improvements
26/09/2023: We’ve made some improvements to the Portal Publishing and Listing Review pages based on customer feedback.
Removed POA qualifier
05/09/2023: Following changes introduced by National Trading Standards in 2022, we’ve removed the price Qualifier option of POA.
New patch endpoint
05/09/2023: We’ve added a patch endpoint to the Inventory API so integration partners can update information.
Listing Review page fix
11/09/2023: Fixed issue on Listing Review page so non relevant Shared ownership fields are no longer displayed.
Inventory API filtering
11/09/2023: Fixed issue where properties in Appraisal status couldn’t be retrieved from Inventory API filter endpoint.
Inventory API issue fix
06/09/2023: An unintended breaking change to the Inventory API has been fixed.
Last sale price
29/08/2023: Last sale price and date has been added to our New method to add a property function.
Property info on mobile
15/08/2023: Alto on mobile users can view new property listing information when viewing their appointment details.
Add properties easily
15/08/2023: A smarter way of adding property into Alto, with options to edit, save and match properties more easily.
Instruction date filter
04/08/2023: We’ve added the ability to filter the Inventory API by instruction date, to support integration with Moverly.
Filter by property status
02/08/2023: Users can now filter by property status in the Inventory API, as requested by integration partners.
Get by ID endpoint
02/08/2023: A new Get by ID endpoint supports multiple property IDs in the Inventory API.
Filter the listings API
01/08/2023: We’ve added the ability to filter the Listings API to support an integration with Bamboo.
Improved readability
30/08/2023: Changes to spacing / padding have improved readability in New method to add a property.
Extended text box
25/08/2023: We’ve updated the text entry box for bullet points to make it easier to review and edit the entry.
UI improvement
25/08/2023: We’ve improved the UI for transitioning in and out of review/edit mode for the new add a property page.
Address format update
21/08/2023: Country no longer displays in New method to add a property, unless it is non-UK.
Valuation estimate data
21/08/2023: Sale valuation/Rental valuation estimate has been added within our New method to add a property.
Dwelling on sales reports
15/08/2023: Dwelling has been added as part of the property address report column data for various sales reports.
Enhanced listings API
10/08/2023: Additional attributes added to Listings API in advance of future functionality for Alto on mobile.
K6 framework added
04/08/2023: We’ve added K6 framework to the Inventory and Listings APIs for benchmarked testing.
Appt details on mobile
02/08/2023: Viewer and Appraiser/ Accompanied by now shown on appointment details in Alto on mobile.
New appointment filters
02/08/2023: Users can now filter the Appointments API by Appointment type, i.e. Viewing, Appraisal and General.
Enhanced listings API
02/08/2023: We’ve added the ability to filter the Listings API by created date, modified date and branch ID.
Updated permissions
01/08/2023: We’ve updated permissions to separate brochure customisation from email/letter template management.
Activation journey
01/08/2023: We’ve made improvements to the agent activation journey based on feedback from integration partners.
Floor space input
25/08/2023: A bug when editing figures for floor space and year built on ‘add a new property’ has been fixed.
Error page fix
21/08/2023: Fixed issue which meant users saw error page after looking up a property via the new add a property page.
Appointment reminders
15/08/2023: Fixed issues relating to SMS/email reminders sent for viewings and appraisals.
Cleared fields fix
11/08/2023: We’ve fixed an issue where some users saw a loss of state, usually by entry fields being cleared unexpectedly.
Fixes for Alto reports
02/08/2023: Issues fixed with failing or non performant reports, including those failing due to errors and timeout.
Branch Diary bug fix
13/07/2023: We’ve fixed an issue affecting a small subset of users when viewing Branch Diaries.
Two step verification fix
13/07/2023: An issue with two step verification for users in certain groups has been fixed.
Inventory API attributes
27/07/2023: The first attributes have been added to the Inventory API for Alto’s integration with Moverly.
Updated Inventory API
27/07/2023: The Inventory API now supports filtering using created and modified date query filters.
Updates to SMS sender
13/07/2023: SMS messages sent from Alto now the display sender name as ‘Alto CRM’, not ‘System’.
For Sale/To Let in search
13/07/2023: Alto now shows ‘For Sale’ or ‘To Let’ when searching for a property to book a viewing.
Invalid SMS characters
12/07/2023: Invalid characters are no longer permitted in the sender name of SMS messages to ensure delivery.
Diary print out fields
03/07/2023: You can now include property Price and price Qualifier fields in diary print out notes.
Leads ingestion queues
03/07/2023: Extended the queues for leads ingestion to prevent issues with matched contacts.
Alto partner hub
27/07/2023: Partners can now generate their own Alto Marketplace integration page within the Alto partner hub.
Maintenance Type
21/07/2023: Maintenance Type has now been added as a new attribute to the Inventory API.
Alto-on-mobile updates
06/07/2023: Access your colleagues appointment details and filter their appointments within the calendar.
Tenancy Report columns
16/06/2023: Useful for managing your lettings portfolios and getting contact details for landlords for properties.
Tenure information
14/06/23: Tenure is now only shown if it can be mapped to an option which is active for your Alto group account.
Tenancy overview email
06/06/2023: You can now email tenants and landlords from the tenancy Overview screen.
GDPR reference links
16/06/2023: Brochure emails now include the link to the GDPR preference centre, helping you remain compliant.
Integrations – self serve
19/05/2023: The new self serve process makes it possible for you to request an activation directly with the partner.
Property info look-up
18/05/2023: Look up more property information in the Add a Market Appraisal or Property journey.
Extended inventory API
30/05/2023: To support partners, we’ve extended the inventory API to include the market type and rental management type.
Password reset update
24/05/2023: The password reset email is now sent from a no-reply email address rather than the requester’s.
Single login page
17/05/2023: There’s now a single login page for Alto so you only need to log into Alto once.
Document scrolling
23/05/2023: Beyond 12 documents, there wasn’t the ability to scroll. This has now been fixed.
Listings review page
03/04/2023: View the Listing Review page as a whole on one page and reduce the number of post-publish amends.
New merge code
18/04/2023: New letter merge code that tells the reader the total number of parking spaces a property has.
Filter by property branch
18/04/2023: Tenancy Renewals and Vacating Property can be filtered by Property Branch.
Leads table – addresses
17/04/2023: The property address has been added to the leads table so that you can see what the lead relates to.
Listings Review – gallery
12/04/2023: Check you’ve set the right imagery with the new photo gallery on the Listings Review page.
Alto-on-mobile calendar
12/04/2023: View your appointments on Alto-on-Mobile by tapping into the required month.
Deposits information
03/04/2023: Get deposits information quicker with new queries in the Property Management Dashboard.
Email/SMS confirmations
24/04/2023: Confirmations that Email and SMS messages sent during a sales progression now appear in Notes Timeline.
Lead duplicates
19/04/2023: Two people with different names/addresses for the same postcode will no longer be flagged as amber.
Works orders report
03/04/2023: The works order sometimes failed to run as expected but this has now been fixed.
Let Agreed reporting
03/04/2023: The Let Agreed Lettings report was returning an error. This has now been fixed and runs as expected.
Fixing the Cash Book
01/04/2023: The Cash Book Property Management Financials report regularly failed to run properly. This is now fixed.
FocalAgent switch on
30/03/2023: We’ve updated how the FocalAgent integration switch-on works in response to some feedback.
Listings Details images
29/03/2023: The Listing Details API now includes photos, floorplans and virtual tours which can be viewed by 3rd parties.
Virgin Money receipts
24/03/2023: If you bank with Virgin Money you can now import receipts into Alto.
Stationery templates
15/03/2023: Easily find the stationery you’re looking for with new dropdown filters in Letter and Stationery Templates.
Portal Publishing
09/03/2023: We’ve now configured the Portal Publishing page so that it’s available at additional ‘non-publishable’ statuses.
EPC tab accessibility
30/03/2023: Users who don’t have access to Client Accounts can now access the proceeding EPC tab.
Email address spaces
23/03/2032: A fix has been put in place so that any spaces before or after the email address field are removed.
Critical Dates Not Set
20/03/2023: A fix has been put in place to exclude archived property data from the Critical Dates Not Set report.
Diary appointment edits
20/03/2023: You can now edit a single occurrence of a recurring Diary appointment without changing the series.
Recurring appointments
13/03/2023: We’ve fixed the creation and scheduling of recurring appointments on the last day of the month.
GDPR preferences link
13/03/2023: Emails to contacts that are Clients will now contain the link to manage preferences.
Address lookup
27/02/2023: County auto-population has been removed from the address lookup in Alto for Contacts and Properties.
Notes filter – Timeline
07/02/2023: You can now filter notes relating to a record via the Notes tab on the Timeline.
Portal Publishing – icons
06/02/2023: You can now differentiate different portals on the Portal Publishing page by looking at the icons.
New dashboard widgets
01/02/2023: We’ve improved two widgets on the PM Dashboard, Monies Held and Works Orders.
Portal Publishing errors
24/02/2023: Fixes to the Portal Publishing process avoids errors and resolves data gaps.
Santander BACS file
24/02/2023: We’ve removed unnecessary fields to make sure the BACS file is accepted by Santander banking.
VAT added to charges
09/02/2023: A change was made recently to ensure Apply VAT is ticked if a VAT number is imported for a branch.
Date Events report
03/02/2023: We’ve fixed the Date Events report which would previously fail if you completed an Insurance Date Event.
SMS Messages report
02/03/2023: The SMS Messages Sent report had is now populating the right date for SMS records.
Portal Publishing page
13/02/2023: The Portal Publishing page supports branches that publish to custom API feeds and have no portals set-up.
Batch emails
02/11/2022: Send personalised batch emails to tenants, landlords and suppliers and reach multiple parties at once.
Portal leads filter
23/11/2022: Separate sales and lettings data with the new filters and table column on the portal leads dashboard.
Maintenance alerts
25/10/22: Use the new spanner icon in the property management dashboard to highlight outstanding maintenance jobs.
Email attachments
25/10/2022: To help you speed up email creation in Alto, you can now attach files to emails straight from your desktop.