Use Alto with AI

Where a draft helps

Alto is where the branch already keeps the applicant, the property and the offer. The slow work beside it is the email and the note that should match. KeyAccess can draft those from the facts you hold. Putting an approved note back onto the Alto screen is a website-login task, not a native sync.

You sign in yourself on your own browser computer, including any extra check the site asks for. KeyAccess does not see or store the password. A task runs only after you approve the exact text, and it stops if the page is not the one expected. Website work has been proved on a labelled test CRM. It is not a tested claim about this product.

Keep one price

When a vendor agrees a reduction, the figure in the email, in Alto and on the portal must be the same, changed on the same day. KeyAccess can draft the confirmation. Alto’s own publishing is what the portals read. Do not set up a second upload.

Lettings wording needs the same care as anywhere else. Do not let a draft promise a section 21 notice or a fixed term the current English rules do not give.

Staff training

Tell the team “website login, not an integration” so they do not promise a vendor that the systems are linked. Show them one successful task, or tell them it is not ready, before it is part of the rota.