A [Agency] Β· Lettings & Sales Tools
πŸ”’ Staff only admin@agency.co.uk β–Ύ

Lettings & Sales Tools

Internal automation hub β€” one click, and it talks to your CRM for you.

Connected to Alto

🟒 Live · Alto

πŸ’·

Lettings health (live)

Rent roll, deposit-protection status, rolling tenancies to renew and tenancies ending soon β€” pulled live from your CRM.

● LiveOpen β†’

πŸ›‘οΈ Compliance & safety

πŸ›‘οΈ

Compliance health

Every property's safety certificates β€” gas, EICR, EPC β€” tracked. See what's overdue, missing or due soon before the fines hit.

DemoOpen β†’
πŸ”

Deposit protection

Every deposit checked against a recognised scheme and the 30-day deadline β€” the penalty is 1–3Γ— the deposit.

DemoOpen β†’
πŸͺͺ

Right to Rent re-checks

Time-limited Right to Rent checks that fall due β€” so a tenant's status is re-verified before it lapses.

DemoOpen β†’
🏦

Client-money reconciliation

Daily reconciliation of the client account with rent in vs paid out β€” CMP/redress evidence, automatically.

Coming soon

🏠 Lettings & property management

⏰

Rent arrears

Late rent flagged the day it's overdue, with a graduated chase sequence and a landlord alert.

DemoOpen β†’
πŸ”

Tenancy renewals & endings

Fixed terms ending and rolling tenancies to convert β€” renewals raised before rent security is lost.

DemoOpen β†’
πŸ•³οΈ

Empty units to re-let

Vacant managed properties losing rent every day β€” auto-flagged to re-market and re-let.

DemoOpen β†’
πŸ”§

Maintenance & works orders

Open works orders and who's waiting on whom β€” chase contractors, keep tenant & landlord updated, close it out.

DemoOpen β†’
πŸ“Έ

Inspections due

Periodic inspections coming due across the portfolio β€” schedule, remind, and log the report.

DemoOpen β†’
🧾

Landlord statements

Monthly landlord statements β€” rent in, less fees and costs β€” generated and ready to send.

DemoOpen β†’

πŸ“ˆ Sales pipeline

πŸ”—

Sales progression

Every sale-agreed deal and exactly where it's stuck β€” solicitors, lenders, surveys β€” with weekly all-party updates.

DemoOpen β†’
πŸ“₯

New leads & applicants

Portal & web enquiries logged, instant auto-response, assigned to a negotiator with a follow-up task.

DemoOpen β†’
πŸ’¬

Offers log

Every offer captured and put to the vendor β€” a clean audit trail with AML prompts on acceptance.

DemoOpen β†’
πŸ“…

Viewings & feedback

Book viewings, auto-confirm and remind, then chase feedback and report it straight to the vendor.

Coming soon
πŸ“

Market appraisals

Valuation bookings with confirm + remind, then a post-appraisal chase-to-win-the-instruction sequence.

Coming soon

🎯 Opportunities

🌱

Grow your landlords

Landlords with a single managed property β€” the warmest prospects to win a second instruction.

DemoOpen β†’
πŸ“‰

Under-priced managements

Managed properties whose rent looks below local market β€” a fee-review and rent-increase opportunity.

DemoOpen β†’

πŸ“€ Data & export

πŸ“š

Portfolio export

Your whole managed portfolio β€” address, landlord, rent, status β€” exported to a spreadsheet in one click.

DemoOpen β†’
πŸ“Š

Rent roll export

The full rent roll with monthly and annualised totals β€” ready for the landlord report or the board pack.

DemoOpen β†’

How a tool works behind the button

You click a button β†’ Secure worker
(holds the Alto keys)
β†’ Alto CRM β†’ Report / works order β†’ Emailed + filed to the CRM

πŸ”’ Page is locked to your staff (Cloudflare Access). The Alto keys live on the server β€” never in the browser β€” so nobody using this page can see or copy them.