General

Quick Start

• Introducing the Ailo Insights platform
• Accessing Ailo Insights
• Update your personal profile
• Connecting your Trust system

Getting Around Ailo

• Using Ailo Chat
• Notifications
• Using to-dos
• Starting a new chat
• Finding chats
• Creating to-dos

See all 7 articles

Acquire New Customers

• Funnel stages
• Changing a funnel stage
• Adding a missing property
• Viewing your future opportunities
• Searching for a property
• How to use opportunities

See all 10 articles

Business Performance Dashboard

• Why is the Ailo Insights Active Property count higher than on my Trust system report?
• Why is Ailo Insights not showing all income from let fees?
• What is the Business Performance dashboard?
• Viewing benchmarks
• Vacancy rate
• Occupancy Rate

See all 10 articles

Ailo Protect Customer Risk Score

• Ailo Protect eligibility
• How often does the risk ranking change?
• Finding an investors customer risk ranking
• Ailo Protect explained
• What are some of the factors that contribute to investors being 'At Risk'?

Ailo Connect

• How will my data be used?
• Supported Trust Accounting Systems
• Is there any risk to my existing REST or Console Trust accounting system from using Ailo Connect?
• What is Ailo Connect and why do I need it?
• Hardware and software requirements
• Get setup on Ailo Connect

See all 7 articles

Surveys

• New Tenancy Investor Survey
• Anniversary NPS Survey
• Survey frequency
• Investor survey overview
• Enabling and disabling surveying
• Reviewing survey feedback

See all 8 articles

Your Ailo Account

• Ailo Data Security
• Using your Ailo account to access LPMA
• Forgotten your password
• Change/forgotten your account email address
• Change your password
• Adding team members

Contact

• Contact Ailo

Legal

• Privacy Policy
• Ailo Platform – End User Licence Agreement