Alto driving down day-to-day agent efficiencies


Agents have reportedly halved the time it takes to complete anti-money laundering checks with Alto and its AML integration with SmartSearch.

Customers can now carry out all their anti-money laundering checks in half the usual steps as SmartSearch automatically hosts all search data onto the central system, which is accessible at any time, and also monitors all checks against global watchlists to flag any changes in status.

The integration also benefits consumers. Documents can be uploaded and electronically verified, removing the need for them to bring physical ID documents to the agent’s office and saving time for all parties involved.

The cloud-based software provider, which is part of Zoopla, has also revealed further insight into how other recent innovations are driving day-to-day efficiencies for agents.

Letter editing 

With the improved Alto letter editing feature, agents can now easily change the look and feel of letters and copy and paste formatted text, such as fonts, indents, bolding and tables, directly into the new editor. Using merge codes, data can be pulled directly from Alto into their letters. Bulk letter sends are therefore quicker and easier, removing the need to manually input unique data such as names and addresses.

Improved data migration for new customers

Alto’s new data migration experience – which will unlock significant time saving for Jupix customers who upgrade to Alto – has also received positive feedback from agents.

Its pilot was announced two weeks ago and migrating customers now have their Jupix property portfolios automatically migrated to Alto payment groups, saving hours of manual work per agent.

For all new customers to Alto, additional improvements have been made to the onboarding experience. Virtual tours and property lease data can now be imported, reducing the amount of manual tasks post-migration.

Simon Woodward, Product Director at Zoopla said: “Many of Alto’s recent improvements and innovations have come directly as a result of feedback from our customers, highlighting our focus on providing an excellent experience for current users and our long term ambition to ensure Alto is the software of choice for agents across the UK.”

Go to Publisher: Proptech Archives – The Negotiator
Author: Charlotte Flake