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Collecting Move-in Monies

Alto Software Group - CEST

Created on September 12, 2025

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Transcript

1 of 3
What does a typical customer journey look like?
  • Agreements signed
  • Initial invoice created and sent to tenant(s)
  • One month’s rent
  • Five weeks’ rent as security deposit
  • Tenant transfers funds
  • Agent confirms receipt
  • Deposit lodged with deposit protection scheme
  • Deposit protection certificate provided to tenant

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2 of 3
Why is it important to them?
Without securing funds and protecting deposits, the tenancy cannot legally proceed.Frequency:
  • For every rental property on an agent’s books. At least a weekly task for an individual agent.

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3 of 3
How do agents do this job with Alto (if at all) today?
  • The deposit provider can be specified on tenancies (either in the legacy or new workflows), including the DPS, TDS and ZeroDeposit
  • Agents can create and share the initial invoice from the tenancy record, either automatically upon finalising the let (if configured) or manually through Actions > Create Initial Invoice
  • Agents can request funds via the new lettings progression during the First payment stage workflow via Keyflo

Forward

Back

3 of 3
How do agents do this job with Alto (if at all) today?
  • The deposit provider can be specified on tenancies (either in the legacy or new workflows), including the DPS, TDS and ZeroDeposit
  • Agents can create and share the initial invoice from the tenancy record, either automatically upon finalising the let (if configured) or manually through Actions > Create Initial Invoice
  • Agents can request funds via the new lettings progression during the First payment stage workflow via Keyflo

Forward

Back