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

Compliance & Intake Tools

The automation layer that does the things Alto doesn't β€” Renters' Rights Act compliance, MEES/EPC checks, landlord intake and invoicing β€” writing straight back into your CRM.

Connected to Alto

🟒 Renters' Rights Act 2026Alto has no tool for this β€” the mandatory tenant documents and rent-review process.

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RRA Information Sheet

Serve the mandatory Information Sheet to every tenancy, track who's confirmed receipt, and file the evidence to Alto β€” before the Β£7,000 fine.

● LiveHow it works β†’
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Section 13 rent reviews

Spots tenancies eligible for an increase, emails the landlord to approve, then serves the tenant the correct notice with a pre-filled Form 4A.

● LiveHow it works β†’
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Deposit Prescribed Information

Serves the tenant the deposit Prescribed Information (due within 30 days), tracks receipt and files the evidence to Alto β€” before the 1–3Γ— penalty.

● LiveHow it works β†’

🎯 Reports Alto can't produceBecause they need external data, or a risk framing Alto doesn't hold.

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MEES / EPC-register check

Click to see every let property with an invalid, expired or missing EPC β€” or short of the EPC C minimum coming October 2030 β€” checked live against the national register.

● LiveOpen β†’
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Deposit fine-exposure (Β£)

Every deposit checked against a recognised scheme, with the 1–3Γ— penalty quantified in Β£. Alto shows the status; we show what it could cost you.

● LiveOpen β†’

πŸ“₯ Client intake β†’ written into AltoBranded forms that create the records for you β€” no re-keying.

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Landlord onboarding

A branded form the landlord fills in β€” we create the contact, the property and a follow-up task in Alto automatically.

● LiveOpen form β†’
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Landlord invoices + auto-chase

Issue a branded invoice to a landlord, then chase it automatically until it's paid β€” with the full trail filed to Alto. Stops the moment it's marked paid.

● LiveHow it works β†’

🎯 Opportunities

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Grow your landlords

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

● LiveOpen β†’

How a tool works behind the button

You click a button β†’ Secure worker
(holds the Alto keys)
β†’ Alto CRM + external registers β†’ Action taken 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.