Standout Property Manager Wiki Help - Recent changes [en-gb]

Telephone Wizard

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Tasks

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Sales Reports

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Sales Property

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Rental Reports

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Rental Property

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#REDIRECT [[Rental_Property_Overview]]

Quick Start

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Meta / Facebook Property Catalogue

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Management Reports

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Diary

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Dashboard

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Daily Workflow

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Contacts

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The Dashboard

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= The Dashboard =

The Dashboard is the starting point for the working day. Use it to decide what needs attention rather than treating it only as a menu.

== Start-of-day routine ==
# Review today's appointments.
# Review due/overdue tasks.
# Check notifications.
# Check recently edited records where you are continuing work from yesterday.
# Use the navigation/quick search to move into the next job.

== Appointments ==
Today's appointments should be used to prepare for valuations, viewings and other diary work. Open the linked property/contact before the appointment where useful.

== Tasks ==
Prioritise overdue tasks, then today's tasks. See [[Task List]].

== Notifications ==
Notifications alert you to system/customer activity. Read and act on them rather than allowing the list to become background noise.

[[File:Notification 01.png|none|thumb|900px]]

== Quick Search ==
Use quick search before creating contacts/properties. Searching first is the simplest way to prevent duplicate records.

== Page Help ==
Where available, Page Help opens documentation relevant to the screen you are using.

== Colleagues and profile ==
Use the toolbar for colleague information and your own profile/settings. See [[Profile Configuration]].

== What the Dashboard does not replace ==
The Dashboard highlights work, but the actual outcome still belongs in the correct Contact, Property, Diary, Task, Repair or Progression workflow.

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

= What is the Dashboard? =
The dashboard is the main layout of Standout Property Manager, it is how the system is accessed and worked on, and can be broken down into the three areas as listed below.

== '''Toolbar''' ==
At the top of your browser, the '''Toolbar''' displays options that are available on each and every screen displayed in Standout.
[[File:Toolbar.png|none|thumb|300x300px]]

A quick explanation of these options are as follows:-

==== Notifications ====
[[File:Notification 01.png|none|thumb]]
If you have any notifications that require your attention, a counter will be display next indicating how many notifications you need to respond to. Notifications may be an upcoming appointment, a brochure that has been converted.

==== Page Help ====
Displays a popup help box that explains the current page or section that you have displayed. A link to the full help system should be displayed at the top, opening the full help system in a new browser tab.

==== Colleagues ====
[[File:Colleagues 01.png|none|thumb]]
A list of all your fellow colleagues, a green icon indicates that they’re currently logged in. If you want to send them (regardless of their logged in status) a sticky note message, click on the little yellow sticky note to see the following:-
[[File:Colleagues 02.png|none|thumb]]

Enter your message and then click Save for it to be displayed on their browser. You will see:-

On your colleagues browser, a Notification will appear in their Toolbar:-
[[File:Colleagues 03.png|none|thumb]]

When they go back to the Dashboard, your message will be displayed near the top right of their browser:-
[[File:Notification 03.png|none|thumb]]

==== Editing your profile ====
If you want to change the information, configuration or settings for your Standout profile, click your name:-
[[File:Profile 01.png|none|thumb]]

Your profile will then open in a new browser tab. Please view our detail documentation regarding your profile configuration.

==== Log Out ====
This simply logs you out of Standout and returns you to the Login screen. We recommend doing this when you’re away from your computer/device.

== '''Navigation''' ==
The left hand navigation is how we work woth elements of Standout Property Manager, each element is briefly described below.

==== Logo Area ====
The very top of the navigation bar will generally be your own agency logo, and is just used to make the sftware more personal to your own agency.

==== Quick Search ====
The quick serach can be used to search for a property or a contact, just type in a name, address, reference number, telephone number or email address then press enter, the system will then return anything that it thinks is valid for the information given.

==== Dashboard ====
Selecting Dashboard will return you to the dashboard screen.

===== Tawk To =====

=== Diary ===

==== Task list ====

=== Properties ===

==== Telephone wizard ====

==== Add property ====

==== Property list ====

==== Progress ====

=== Rental ===

==== Bulk rental payments ====

==== Tenant list ====

==== Landlord list ====

=== Contacts ===

==== Add contact ====

==== Contact list ====

==== Contacts to delete ====

==== Hot contacts ====
Think of Hot contacts as your Hot Box, the list of contacts that you relly want to deal with, cash buyers etc, click [https://standout-wiki.issl.co.uk/index.php?title=Contacts_Overview#Heat_Rating here] for more information on Hot contacts

=== Reports ===

=== Online Manuals ===
You guessed, the online manuals is the Standout Wiki pages your reading now.

=== Administration ===

== '''Smart Dashboard''' ==

The Smart Dashboard gives you a flexible overview of your day in Standout. It brings together useful information such as recent properties, recent contacts, diary items, tasks, performance, and local weather in one place.

Unlike the previous dashboard, the Smart Dashboard can be arranged to suit the way you work, so you can keep the panels most important to you where you want them.

==== Rearranging your dashboard ====
You can personalise the Smart Dashboard by moving the panels into the order that suits you best.

To rearrange the dashboard:

Click and hold the panel you want to move.
Drag it to a new position on the dashboard.
Release it when it is in the place you want.

Your layout will be saved, so the dashboard should continue to display in your chosen order when you return.

This allows each user to organise the dashboard in the way that best matches their daily workflow.

==== Office 365 Integration ====
Once you have logged into Standout, you can choose to link your account to Office 365. This allows appointments created in Standout to also appear in your Outlook Calendar.

When you log in, Standout will synchronise new and existing future appointments with Outlook. If you need to make changes to an appointment, you should always edit it in Standout, not Outlook, so that the synchronisation continues correctly.

If you create an appointment for another member of staff, the appointment may still appear in your Outlook calendar, but the notes will make it clear who is attending.

==== Your recently edited listings ====
This panel shows properties that you have recently created or edited.

The information displayed may include:

main photo
property reference
contract
status
price
display address
quick link to edit
for rental properties, a quick link to Agreements

You may also see shortcuts to view All properties and All businesses.

==== Your recently edited contacts ====
This panel shows contacts that you have recently created or edited.

The information displayed may include:

title
first name
surname
contact type, for example Applicant, Tenant, Landlord, Vendor, Contractor, or Solicitor

A quick link is provided so you can open and edit the contact record directly.

You may also see a shortcut to view All contacts.

==== Today's appointments and outstanding tasks ====
This panel shows appointments and tasks that are assigned to you for today.

By clicking an item, you will be taken to the Diary, where you can view the full details and update them if required.

You may also see quick actions such as:

View diary – opens today’s Diary
Create a task – allows you to add a new task

==== Performance Chart ====
This panel provides an overview of property performance over recent months.

It is designed to give you a quick visual summary of activity, such as properties that have been Let, Completed, or Withdrawn.

This is intended as an at-a-glance performance view rather than a detailed report.

==== Local weather ====
This panel displays the local weather using the town or postcode held in your branch configuration.

It provides a useful forecast for the current day and the coming days ahead. This can be especially helpful when planning property photography or viewings, as good weather can make a property more appealing.

Task List

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= Tasks =

Tasks are for actions that need to happen later. They should answer three questions: '''what needs doing, who owns it, and when should it be done?'''

== Create a task when ==
* a customer asks for a call back;
* a vendor needs chasing after a valuation;
* a solicitor needs chasing;
* a landlord/tenant action cannot be completed immediately;
* an Opportunity Finder lead needs following up;
* another member of staff must do something by a date.

Do not use a task as a substitute for recording the result of something that has already happened.

== Creating a useful task ==
A good task has:

* a clear action-oriented subject;
* the correct staff owner;
* a realistic due date/time;
* the related contact/property where possible;
* enough notes to understand why the task exists.

For example:

:''Call Mrs Jones for valuation decision. Valued 24/08 at £325k. She wanted to speak to partner over weekend.''

is better than:

:''Call Mrs Jones''.

[[File:Creating A Task.png|none|thumb|900px]]

== Tasks from a Contact or Property ==
Where the task relates to a specific record, create it from that Contact/Property so the relationship is retained.

[[File:Create A Task Contact.png|none|thumb|900px]]

== Completing a task ==
When the action has been done:

# record any outcome that belongs on the Contact/Property;
# create another task if a new future action is agreed;
# mark the original task complete.

Do not repeatedly change the same task date to hide unfinished work if the underlying situation has changed. Update the note/next action so the history remains understandable.

== Daily task discipline ==
At the start of the day, deal with overdue tasks before future tasks. At the end of the day, complete finished tasks and move genuinely unfinished work to a realistic date.

[[File:Task List.png|none|thumb|1200px]]

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

= Tasks list =
[[File:Task List.png|none|thumb|1200x1200px]]

Tasks lists allows you to keep track of all tasks within the branch. By default, the logged in user will be shown in the dropdown list and all outstanding tasks will be shown. These tasks will show:

Dropdown list will show all teams that the user is a member of, all staff within the branch

For the user who has been assigned the task

Created by    the user who created the task

Date    the date that the task is to be completed by

Subject    the subject of the task (by holding the mouse over, will display the description – only if one has been entered)

Reference if a task has been created against a property, the reference will be displayed

Property Address    if a task has been created against a property, the address will be displayed

Contact if a task has been created against a contact, the contact name will be displayed

By clicking on:

Date / Subject opens the task in the Diary

Reference / Property Address    opens the property in a new tab

Contact opens the contact details in a new tab

= Create a task =
Allows you to create a task – this will NOT be associated with either a property or a contact
[[File:CreateATask.png|none|thumb|1200x1200px]]

Simply click on the righthand side on the “Create a task”, you will then see the Diary to then allow you to create the task. See below for detailed information.

= Create a task – Property =
Tasks can be created from Property List (saving you having to open a property to edit)
[[File:Create A Task Property.png|none|thumb|1200x1200px]]

Click Edit on the righthand side to open the dropdown menu options and choose Create a task

Tasks can be created from within a Property
[[File:Create A Task Property 2.png|none|thumb|1200x1200px]]

Click More actions and then click Create a task

See below for detailed information.

= Create a task – Contact =
Tasks can be created from Landlord, Tenant, Contact List (saves opening a contact to edit)
[[File:Create A Task Contact.png|none|thumb|1200x1200px]]

Click Edit on the righthand side to open the dropdown menu options and choose Create a task

Tasks can be created from within a Contact
[[File:Create A Task Contact2.png|none|thumb|1200x1200px]]

Click More actions and then click Create a task

See below for detailed information.

= Creating a task =
Once you create a task (regardless of where from within Standout) you will be presented with the Diary. Choose the day that you require the task to be completed by (or double click today and then change the “Target” date
[[File:Creating A Task.png|none|thumb|500x500px]]

Subject    a quick description of the task

Branch if you wish to assign this task to another branch/staff member

For who is the task for (if not yourself)

Target Date when is this task to be completed by

Reminder    if you wish to set a reminder

Notes    a detailed description of the task

= Editing a task =
There are two methods of editing a task.

From the Tasks lists
[[File:Edit A Task.png|none|thumb|1200x1200px]]

From the Diary
[[File:Edit A Task Diary.png|none|thumb|1200x1200px]]

You can edit the details from this screen, if the task is assigned to a property or contact, you can click the “View” button to see those details in a new tab

= Completing a task =
There are two methods of completing a task.
[[File:Edit A Task.png|none|thumb|1200x1200px]]

You can simply click “Complete task” and this will mark the task as completed, it will then be removed from this list (but still visible in the diary).
[[File:Edit A Task Diary.png|none|thumb|1200x1200px]]

And by clicking the Complete tick box and then the Save button will complete this task.

= Tasks created by Opportunity Finder =

[[Opportunity Finder]] can create a follow-up task directly from an opportunity. The task is created in Standout's normal diary/task system and is linked to the relevant contact and property where available.

Once created, the task is managed exactly like any other task: it can be opened from the Task List or Diary, reassigned where appropriate, edited, reminded and completed.

Standout - Quick Start

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= Standout Quick Start =

This guide is for a new member of staff who needs to become productive quickly. It concentrates on the working habits that make Standout useful, rather than trying to explain every field on every screen.

== 1. Start the day from the Dashboard ==
After signing in, use the [[The Dashboard|Dashboard]] to answer four questions:

# What appointments do I have today?
# Which tasks are due or overdue?
# Are there new notifications or customer activity that needs attention?
# Which properties or contacts have I recently been working on?

Do not use the Dashboard only as a launch page. It is intended to show the work that is waiting for you.

If your agency uses Office 365 integration, sign in to Office 365 when prompted so diary appointments can also be created in your Outlook calendar.

[[File:New Dashboard.png|none|thumb|1200px|The Dashboard brings together the work that needs attention.]]

== 2. Work the Communications Centre ==
Open [[Communications Centre]] early in the day and during the day as new work arrives. It combines portal leads, website enquiries and Customer Portal conversations.

Use the queue to assign enquiries, link an existing Contact, create an applicant where necessary and record the real workflow status. Do not reply to Customer Portal notification emails; open the conversation in Standout and reply there.

See [[Communications Centre]] and [[Inbound Enquiries]].

== 3. Search before you create ==
A large proportion of CRM problems start with duplicate contacts.

Before adding a person, search by one or more of:

* surname;
* telephone/mobile;
* email address;
* postcode.

If the person already exists, update the existing contact. A single contact can have several relationships with the agency, for example applicant, vendor and landlord.

See [[Contacts Overview]] and [[Registering a New Applicant]].

== 4. Keep the contact record useful ==
A contact should contain enough information for another member of staff to continue the conversation without starting again.

As a minimum, keep these current:

* telephone/mobile and email;
* contact type;
* address where relevant;
* notes from meaningful conversations;
* applicant requirements;
* property-to-sell position;
* solicitor and compliance information when the transaction reaches that stage.

When somebody's circumstances change, update Standout while you are speaking to them. Do not rely on a separate notebook or inbox to become the real record.

== 5. Use requirements rather than memory ==
For an applicant, record what they actually want in [[Managing Applicant Requirements and Matching|Requirements]]. This allows Standout to match them to current properties and gives other staff a consistent picture of the search.

Customers with Customer Portal access can also maintain their own requirements. Staff and customers are editing the same underlying requirement records.

== 6. Put appointments in the Diary ==
Use the [[Diary Overview|Diary]] for:

* valuations;
* viewings;
* inspections;
* staff visits;
* meetings and other appointments.

When a viewing or valuation is connected to a property/contact, book it through the relevant Standout workflow rather than entering an unrelated generic calendar entry. That preserves the relationship between the diary, property and customer.

== 7. Use Tasks for things that must happen later ==
If an action cannot be completed now, create a [[Task List|task]]. Good examples include:

* chase a vendor for a decision after valuation;
* call an applicant after a viewing;
* chase a solicitor;
* re-contact a landlord next week;
* follow up an Opportunity Finder lead.

A CRM is only useful if future work is captured when it is agreed.

== 8. Follow the property lifecycle ==
For sales, the normal journey is:

'''Valuation enquiry → valuation appointment → awaiting decision → instructed/marketing preparation → available → viewings → offers → SSTC/sale agreed → progression → exchange → completion'''

Use [[Sales Valuation to Instruction]], [[Marketing a Property]], [[Recording and Negotiating Offers]] and [[Sales Progression to Completion]].

For lettings, use [[Adding a new Rental Property]], [[Creating and Starting a Tenancy]], [[Rental Compliance and Inspections]] and [[Managing Repairs and Maintenance]].

== 9. Keep customers informed with Customer Portal ==
From a Contact record, use the prominent '''Send Customer Portal link''' button to invite the customer to [[Customer Portal]].

Customer Portal can reduce routine chasing by allowing customers to see relevant progress, documents, viewings, repairs and requirements themselves.

See [[Using the Customer Portal]] for the recommended staff workflow.

== 10. Use Opportunity Finder as a daily prospecting list ==
[[Opportunity Finder]] identifies contacts worth speaking to, such as buyers with a property to sell, lapsed valuations, withdrawn vendors and dormant applicants.

Do not simply browse the list. Work the opportunity, then use '''Create follow-up task''', '''Mark contacted''', '''Snooze''' or '''Dismiss''' so the queue remains meaningful.

== A good Standout habit ==
At the end of each conversation or activity, ask:

# Has the contact/property information changed?
# Is there a note or result that somebody else needs to know?
# Is there a future action that needs a task or appointment?
# Should the customer's requirements or transaction stage change?

If those four things are kept current, Standout becomes a useful shared operating system rather than a filing cabinet.

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

Accessing Standout Property Manager

To access Standout Property Manager, it’s best to use an up to date web browser. We suggest Chrome, but all modern browsers should work without issue. However, we do not recommend older Internet Explorer browsers as this application can be problematic.

Enter the following URL to gain access to Standout Property Manager:

<nowiki>https://www.standoutpropertymanager.co.uk/login</nowiki>

We would suggest bookmarking the above link in your browser for easy access.

= Logging into Standout Property Manager =

You should be presented with the systems login page, which looks like:

The above is a snippit from the login page, to proceed you’ll need to know you’re Client ID and Login Name.

If you’ve forgotten your password, you can click on the wording “click here” to then reset your password.

Whilst using Standout Property Manager, should you require help or information, please do not hesitate to send an email to our Support Team. The email address is support@issl.co.uk and a support ticket will be opened in our Technical Support Online System where one of our technicians will contact you in due course.

Click Continue.

Enter your password and then click Log in.

== 2nd Factor Authentication ==

If 2nd factor authentication is enabled on your account you will need to enter the 6-digit code to proceed, you will need your smart phone at this point. 2nd Factor Authentication is an advanced security system that prevents access to your account unless you have the time

limited code.

Google Authenticator is available in both Google Play Store and Apple App Store.

= Dashboard =

The dashboard is the default screen and where will come back to. There are six parts to this screen.

Dashboard options run down the left side

Status Bar – runs across the top

== Dashboard quick views ==

Business Overview – shows relevant information regarding your properties. These will appear as more data is entered into the system

Your recently edited listings

Today’s appointments and Tasks

Your recently edited contacts

=== Performance chart ===

This will show you all the properties that have a status of Sales Completed / Rentals Let / Withdrawn

=== Local weather ===

This will show a 7 day weather forecast at your office town. You can then change this for a postcode or town of your choice. This has been added to allow you to check the weather when photographing a property and choose the potential best day for outside photographs.

== Dashboard options ==

Tawk to integrated web chat client Tawk To – allows agents to chat with

 website users visiting your website (when implemented)

Diary an internal diary to store all appointments and diarised items

=== Properties ===

Add property add a new property onto the system

Property List list all properties on the system with a given criteria

Progress list all properties with progress markers against them

=== Rental ===

Bulk rental payments enter daily payments for rental payments

Tenant list show all tenants (with active tenancy agreements)

Landlord list show all landlords (with active tenancy agreements)

=== Businesses ===

Add Business should you sell businesses, enter these in this section

Business list list all businesses on the system with a given criteria

=== Contacts ===

Add contact add a new contact onto the system

Contact list list all contacts on the system with a given criteria

Contacts to delete list all contacts that you are able to remove from the system

Hot contacts those contacts that you deem to be a hot contact

Reports various reports that extract data from the system to either

 Spreadsheet or PDF.

Holiday Requests those users that are able to approve or deny holiday requests will

 See this option appear once staff members place a holiday request.

Administration all the administration options to configure your agency, branches,

 staff and various other options

== Status bar ==

Version the systems version number, by clicking this option, shows you all the

 versions and improvements.

Notifications a quick view of all the system notifications, including diary

appointments.

Page help throughout the system, clicking this should show help information

 regarding the section that you’re working on.

Colleagues shows colleagues that are logged onto the system

Your name clicking this gives access for editing your profile (opens in a new tab)

Log Out when you finish using the system, then log out for security

Sticky Notes create a post-it note type note on your desktop for reminders etc

 You can also create and store sticky notes in contacts and properties

 Within the notes tab.

== Business overview ==

The Business Overview contains useful information at a glance, such as how many new

clients have been entered this week, whether feedback has been received and relayed to

vendors, and whether there are any contacts with bounced emails (which is where an email

sent by Stand Out Property Manager has been rejected, which is likely due to an invalid email address).

Examples are

 Available sales

 Available rentals

listings awaiting decision

 listings with no viewings in the last 30 days

 Agent awaiting viewing feedback

 Vendors/Landlords awaiting viewing feedback

 Contacts with bounced emails

=== Your recently edited listings ===

This section shows a list of properties you’ve recently edited, showing their contract, address, status.

=== Your recently edited contacts ===

This section shows a list of recent contacts and their definition on the system.

=== Today’s appointments ===

Shows appointments for yourself, and teams that you are assigned to.

=== Version Control – Important Note ===

As versions are implemented regularly (usually monthly), we do recommend that you read the release notes. The version will flash until you click on it but is important to view this information as if you have recommended a system change or improvement, will let you know what has been released.

=== Notifications ===

When you have notifications a “pill” will appear with the number of notifications, if you wish to delete them, simply hover over it and click on the x for it to be permanently deleted.

=== Page Help ===
Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.

=== Colleagues – sending quick messages ===

Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:

{| class="wikitable"
|Sending a note:
|Receiving a note:
|-
|
|
|}

= Getting Started with your Clients =

When you have a new client, this section will advise on the processes to follow for the following:

 Selling a Property

 Buying a Property

 Letting a Property

 Renting a Property

Additional documentation can be found on the ISSL Knowledgebase for all facets of Standout including Contacts, Properties, Rentals.

The latest versions can be found at:

<nowiki>https://www.issl.co.uk/support/download/category/4/Standout-User-Manuals.html</nowiki>

== Selling a Property (Vendor) ==

When a client wishes to use your services to sell their property, we recommend the following:

 Enter the property – Pre-Valuation stage

 Enter the contact – link to the property

 Book Valuation appointment

 Enter property details, photos and valuation

 Once accepted, place property as Available (on website/portals)

 ''See below (Buying a Property)''

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

== Buying a Property (Purchaser) ==

 Enter contact details

 Book viewing

 Update system with viewing feedback

 Place and offer – Repeat if offer isn’t accepted

 Accept offer

 Send contracts

 Finialise the Sale (SSTC)

 Completed – once everything has been exchanged

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

== Letting a Property (Landlord) ==

When a client wishes to use your services to let their property, we recommend the following:

 Enter the property – Pre-Valuation stage

 Management option:

 No – client only uses you to obtain a tenant

 Rent collection – you collect the rent on behalf of the

Landlord

Yes – you look after the property on behalf of the Landlord and are responsible for all agreed arrangement.

 Enter the contact – link to the property

 Book Valuation appointment

 Enter property details, photos and valuation

 Once accepted, place property as Available (on website/portals)

 ''See below (Letting a Property)''

During each stage Standout will allow you:

Create advertising brochures for your window, hand out to clients or email as a PDF attachment.

Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.

== Renting a Property (Applicant/Tenant) ==

 Enter contact details

 Book viewing

 Update system with viewing feedback

 Place and offer – Repeat if offer isn’t accepted

 Accept offer

 Create Rental Agreement

 Finialise the Letting (Let)

 Use Bulk Payments or the Financials Tab within a Property/Rental

Agreement

== Additional Contacts ==

Standout can also help with the following additional contacts:

 Solicitors

 Contractors

 Rental Guarantor

 

== Getting started ==
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Rental Property Overview

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Rental Property Overview by file upload (1 revision)

New page

= Rental Property Overview =

The Rental property area should tell staff four things at a glance: '''who occupies the property, what the tenancy terms are, whether the property is compliant, and whether anything needs attention.'''

== Rental lifecycle ==
'''Valuation/instruction → available → tenant selected → tenancy setup → active tenancy → inspections/compliance/repairs/payments → renewal or tenancy end'''

Use [[Rental Step Through]] for the full journey.

== Active tenancy ==
For a managed property, keep the agreement information current, including:

* tenant(s)/occupants;
* start/end dates;
* rent and payment terms;
* deposit/bond information;
* management/service details;
* guarantor information where used.

Use [[Creating and Starting a Tenancy]] when setting up a new agreement.

== Compliance ==
Do not treat certificate dates as passive reference data. They should drive action before expiry.

Typical items include gas safety, EICR, EPC, property licence, deposit information and Right to Rent as relevant to the tenancy/property.

See [[Rental Compliance and Inspections]].

== Inspections and service appointments ==
Record property inspections/service visits through the appropriate appointment workflow so staff can see what is due and what has been booked.

== Repairs ==
Use the Repairs workflow to record the issue, assign a contractor, record quote/final cost and track completion. See [[Managing Repairs and Maintenance]].

Tenants using Customer Portal can report repairs, and landlords can respond to recorded repair quotes where that portal workflow is enabled.

== Financials and arrears ==
Use tenancy financials for rent/payment transactions. The [[Tenant List]] provides a useful operational view of current tenants, agreements, balances and repairs.

For overdue payments use [[Chase Outstanding Rent]].

== Utility providers and inventory ==
Record utility and inventory information where your agency process requires it, especially when it will be needed at move-in/move-out or for ongoing management.

[[File:Inventory.png|none|thumb|1000px]]

== Customer Portal ==
Landlords can see relevant tenancy/compliance/repair information. Tenants can see tenancy details and report repairs. Customer Portal does not replace staff responsibility for reviewing compliance or financial information.

== Related guides ==
* [[Adding a new Rental Property]]
* [[Creating and Starting a Tenancy]]
* [[Rental Compliance and Inspections]]
* [[Managing Repairs and Maintenance]]
* [[Tenant List]]
* [[Chase Outstanding Rent]]

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

== Creating a rental property ==

== Rental Modes ==

Standout works with three modes of Rental properties classed as Managed:

{| class="wikitable"
|+
!Managed?
!
|-
|No
|In this mode all you are responsible for is to find a tenant for a Landlords property, normally just a fee will be raised for this service.
|-
|Rent Collection
|In this mode you will collect rent from tenants and pass the payment minus your fees to the Landlord and are not responsible for anything regarding the property.
|-
|Yes
|In this mode you will arrange everything concerning the property, repairs, certificates, rent.
|}

== Rental Tab ==
[[File:Picture 1.png|none|thumb|1200x1200px]]

=== Rental options ===
Shared property

Standout can cater for a Shared Property (HMO) and can be configured by part of the system. For an in-depth overview, please see our document “Rental Property HMO Overview”.

Property finance information
[[File:Property Finance.png|none|thumb|900x900px]]

If you have the financial information regarding the property from the landlord, these figures can be stored here:

Mortgage provider information who the current mortgage is with

Mortgage terms the number of years on the mortgage

Purchase price what was paid for this property

Purchase date when the Landlord purchased the property

Monthly repayment amount how much the Landlord is repaying on this property

=== Utility providers ===
[[File:Utility Providers.png|none|thumb|900x900px]]

Standout allows you to store the current utility providers that service this property.

=== Inventory ===
[[File:Inventory.png|none|thumb|330x330px]]

If a property has items that within it that the Landlord has agreed that the tenant can use, this section will record those items
[[File:Inventory Details.png|none|thumb|900x900px]]
Please note: You must have a Dropbox or Google Drive account configured if you wish to upload files.

Room which room is the item in

Item Name name of the item

Condition what condition is it in

Quantity how many of these item(s)

Value value of the item(s)

Notes additional notes

Example:
[[File:Inventory Example.png|none|thumb|900x900px]]

==== Inventory print ====
[[File:Inventory Print.png|none|thumb]]
The report will be shown in a new tab in your browser, allowing you to print either onto paper or to a PDF document.

=== Repairs – recording, assigning and invoicing ===
[[File:Repairs.png|none|thumb|900x900px]]
When a tenant contacts your branch to report a repair in this tab you can record the repair, then you can allocate this repair to a contractor. Once a contractor has undertaken the repair, an invoice can then be raised.

==== Adding a repair ====
[[File:Adding a Repair.png|900px|thumb|none|alt=Adding a repair to a rental property|Adding a repair to a rental property]]
This form will allow you to record the repair whilst your tenant in on the phone or in branch:

Contractor type a list of contractors for selection
[[File:Contractor List.png|none|thumb|275x275px]]

Contractor a list of contractors you’ve created, if you haven’t got a contractor entered, you can enter one here
[[File:Contractor Selection.png|none|thumb|335x335px]]
 By clicking Create contact a new tab will open in your browser

Date reported the date tenant reports the issue(s)

Reported to the staff member logging the report

Date passed to contractor date the staff member passes to the contractor

Date to be fixed date quoted by the contractor

Date fixed date of the actual repair

Contact method how did the tenant contact you – phone/visit?

Description of problem full description of this repair/issue

Addition staff notes any internal staff note

Quoted cost quoted cost by the contractor

Fixed cost the actual cost (if different than the quote)

Send repair to contractor by SMS Send the details (either creating or editing) to a contractor by SMS (you MUST enter the contractors mobile address) AND have SMS credit

Signed off by tenant / agent work completed and accepted by tenant

Once this has been saved, you will need to re-edit this repair, to enter additional details, costs, change of contractor.
[[File:RepairNew.png|none|thumb|940x940px]]

===== Updating the repair =====
[[File:Updating a Repair to a rental property.png|none|thumb|600x600px]]
Having chosen (or even amended the contractor), update the repair with any further details such as quoted date, cost or additional information relevant to the repair.

===== Send details to the contractor =====
[[File:Send Details To Contractor.png|none|thumb|527x527px]]
The above is the Master Letter but you can duplicate and amend this letter (Administration/Letter templates). By choosing Email, when you click the Go button, Standout will queue and send your letter by email to the contractor.

Once the repair has been completed, update the repair with the final details
[[File:Update Repair.png|none|thumb|500x500px]]

Click on Save and then Save Property, both saves are required prior to raising an invoice to the Landlord.

===== Invoicing the Landlord =====
[[File:Invoice Landlord.png|none|thumb|500x500px]]
Simply click the Invoice landlord which will then raise an invoice, to view invoices, if you go to Rental Agreements and then Financials you will then be able to see the invoice in the transactions list
[[File:Invoice List.png|none|thumb|900x900px]]

Print an invoice to the Landlord (or Tenant) – for this example we will choose the Finders Fee transaction

Click Actions then Print Invoice
[[File:Print Invoice.png|none|thumb|940x940px]]

Whilst you can select either, it best to use Landlord Invoice for Landlords and Tenant Invoice for Tenants.

===== Printing the invoice =====
[[File:Print Invoice 2.png|none|thumb]]
You can either print the Letter, Email or both, choose your option then click Go. If you’ve configured a file storage provider, copies are stored in the Files tab in the property.

=== Recurring payments ===
[[File:Recurring Payments.png|none|thumb|920x920px]]
These payments generate a payment request to the tenant, and are intended to be used for things like extra car parking space, gardening services, window cleaning etc, automatically applied to active agreements and can be seen in the Financials tab

==== Creating a recurring payment ====
[[File:Create Recurring Payment.png|none|thumb|900x900px]]

Enabled to save deleting payments, Enable or Disable as required

Details of recurring payment Details of the payment

Recurring amount How much is the payment required from the tenant

Frequency period How often do you need an invoice raising

Day of payment Which Day (Sunday-Saturay)

Subject to VAT Does the amount include VAT

===== Recurring payment example =====
[[File:Recurring Payments Example.png|none|thumb|900x900px]]

===== Recurring payment example in Financials =====
[[File:Recurring Payments in Financials.png|none|thumb|920x920px]]
To print or email a copy of the invoice to the tenant, just click Actions then choose Print Invoice.

=== Service appointments ===
[[File:Service Appointments.png|none|thumb|920x920px]]
These appointments are an easy way to create a diary appointment when an appliance requires a service, such as a boiler, fire alarm, burglar alarm or anything else.

==== Creating a service appointment ====
If you have logged into Office 365 (click the Login to Office 365 button on your Dashboard), any service appointments created in Standout will automatically be added to your Outlook Calendar. Please note: do NOT edit an appointment in Outlook Calendar but in the Standout Diary.[[File:Create A Service Appointment.png|none|thumb|940x940px]]

Contractor type a list of contractors for selection
[[File:Contractor List.png|none|thumb]]

Contractor a list of contractors you’ve created, if you haven’t got a contractor entered, you can enter one here
[[File:Contractor Selection.png|none|thumb]]


Subject of the service appointment This is the subject line of the email that will be sent

Details of service appointment Details of the service appointment

Date of the appointment When the contractor is required at the rental property

Time of appointment What time is the contractor expected at the rental property

===== Service appointment example =====
[[File:Service Appointment Example.png|none|thumb|940x940px]]

=== Rent review appointments ===
[[File:Rent Review Appointments.png|none|thumb|940x940px]]
These appointments are an easy way to create a diary appointment when arranging a rental price review with the current tenant.

==== Creating a rent review appointment ====
If you have logged into Office 365 (click the Login to Office 365 button on your Dashboard), any appointments created in Standout will automatically be added to your Outlook Calendar. Please note: do NOT edit an appointment in Outlook Calendar but in the Standout Diary.[[File:Create Rent Review Appointment.png|none|thumb|940x940px]]

Subject of the appointment This is the subject line of the email that will be sent

Details of appointment Details of the rent review appointment

Date of the appointment When the contractor is required at the rental property

Time of appointment What time is the contractor expected at the rental property

===== Rent review appointment example =====
[[File:Rent Review Appointment Example.png|none|thumb|940x940px]]

=== Occupants ===
[[File:Occupants.png|none|thumb|900x900px]]
This section is to record those occupants under 18 years of age that may need to be recorded. An occupant can only be added to a property whilst there is a tenancy agreement in place

==== Adding an occupant ====
[[File:Adding an Occupant.png|none|thumb|940x940px]]

Enter their Name, Gender, Date of birth and any notes that need to be stored, clicking Save will either add a new occupant or update an existing one.

== Rental Mode - Fully Managed ==

This document will assume that you’ve created a new property, linked it to a Landlord, placed it on the market and have now found a tenant for said property.

Throughout this process, Standout will offer to create Letters to send to all parties concerned. These will be stored against the property and will allow them to be printed and/or emailed. Side note – all Letters can be amended in Administration / Letters.

Once your potential client has visited the property (Book Viewing) and offers a rental figure, open the property and select the Viewing / offer tab.

You’ll see all the viewings and offers. Select your client, click Make offer (print/email appropriate letter) you will then see
[[File:Viewings And Offers.png|none|thumb|920x920px]]

Click the Accept offer and a warning will appear near the top/centre of your screen
[[File:Accept Offer.png|none|thumb|480x480px]]

You can print/email or both when producing letters, click Go to print your documents for each of the contacts (Standout creates docx documents).

Once complete, click the Back to Property button near the bottom of the screen.

The property is now at the status of “Under offer”

Once under offer and you’ve completed all the necessary credit checks, obtained the deposit from the tenant, you can then create the tenancy agreement.

=== Creating the tenancy agreement ===

SMS text messages can be sent to the tenant, this can be from one to seven days before the rent being due. This option is reliant on one of three configuration settings, a valid email and/or a valid mobile number on the tenant record and SMS credits will need to be purchased, for more information see the Administration Manual and/or the system in Administration / Branch / SMS.

Please see below where to configure these settings in an agreement.
[[File:Property Actions.png|none|thumb]]

Click More actions and then choose the Rental agreements option to continue

=== Agreements ===
[[File:Agreements.png|none|thumb|943x943px]]

If any older agreements exist, they will be listed on the left side of the screen and can be viewed. To create an agreement, all the required information will be on the right side of the screen:
[[File:Agreement Details.png|none|thumb|943x943px]]

==== Agreement Details ====

Within Agreement details, the following information needs to be input:

Agreement Date the date the agreement is created

Reference a unique reference for this tenancy agreement

Let period Weekly/Monthly/Quarterly/Annually/Per 4 Weeks/Per Person Per Week

Initial Period (Monthly) the amount of time (in months) the tenancy is for (eg: 6/12/18/24)

Start Date the date the Tenant moves into the property

End Date the date that the agreement ends

Rolling Contract if both Landlord and Tenant agrees to a rolling contract set this option to Yes, otherwise No for the contact to end

Auto Update Tenancy change the Tenants address automatically from the one

Address entered on the system, with the address of this property.

Let Price the price the Tenant will pay during the tenancy

Bond Price the price of the Bond that will be paid and transferred to your Deposit Holding Scheme

Finders Fee the amount you charge a Landlord for arranging a tenancy

First Payment Due the first date when payments are due

Payment Terms the number of days when a payment becomes overdue

Day to pay Landlord when you are due to pay the Landlord his part of a tenancy Payment

Send a rent reminder If you choose to send the tenant a rent reminder, you can

Choose between 0 (disabled) up to 7 days prior

Send rent reminder by How to send the reminder – Disabled / Email / SMS*

Tenancy deposit Scheme which scheme you have signed to

Deposit Scheme reference reference for this bond payment

Additional Clauses any addition clauses that may be outside of the written

tenancy agreement

Note – Rent reminder emails can be customised by go to Administration/Email templates and duplicate the master version for your own agent version.

<nowiki>*</nowiki> SMS messages will only be sent if there is sufficient credit on your account (to check this go to Administration / Branch / Branch Name then the SMS tab

==== Initial Inspection Visit ====
[[File:Initial Inspection.png|none|thumb|943x943px]]

If you have visited the property prior to this can be recorded here.

==== Guarantor ====
[[File:Guarantor.png|none|thumb|943x943px]]

If you require a tenant to provide a guarantor, once you’ve added their details into the system, you can start typing their first name will appear in this area to link to this agreement.

==== Fee details ====
[[File:Fee Details.png|none|thumb|943x943px]]

This is the amount you take from the rental amount to pay for your services. This can be a fixed amount or a Percentage. Fees will be applied on either the due date of the tenants payment or when the tenant actually pays that periods rent.

Staff details
[[File:Staff Details.png|none|thumb|943x943px]]

Select a member of Staff to enter all diary appointment and reminders to. This does not have to be the member of staff creating the agreement.

=== Meter readings ===
[[File:Meter Readings.png|none|thumb|943x943px]]

==== Start of Tenancy ====
Compete all those know fields prior to the tenant moving in, if you have that information to hand.

==== During Tenancy ====
Throughout the tenancy you can add meter readings, click the Record readings button. Then choose the date the meter readings were provided by your tenant. You must enter at least 1 meter reading for the information to be recorded. They can be either Gas, Electricity, Water or Oil. Once you have entered at least one set of meter readings, all readings will be displayed in a table. Should you enter the wrong information, you can delete those details by clicking and confirming your deletion request.

Once all the information has been completed, click Create agreement

=== Creating the Tenancy Agreement ===
[[File:Create The Tenancy Agreement.png|none|thumb|943x943px]]
Upon successful creation of a tenancy agreement the system will take you to the Letter section. There will be a selection of pre-defined and user-defined letters available. Prior to using the system, we recommend that you create agency specific documents, especially tenancy agreements.

The default (Master) documents are:

 Assured Shorthold Tenancy Agreement

 Assured Shorthold Tenancy Agreement – ROOM

 Rental Agreement

 Standing Order Mandate

==== Rental Agreement (Master – example) ====
[[File:Rental Agreement Letter.png|none|thumb|510x510px]]

Click Go to create the documents (they will download to your computer)

Click the Back to Property button and all the created documents will be placed in the Files linked to this property.

=== Financials ===
[[File:Financials.png|none|thumb|940x940px]]
You will see two transactions, an invoice to the Landlord for the Finders Fee and a Bond request for the Tenant pay.

==== Bond payment ====

The first payment to be registered on the system, is the Tenants payment of their Bond
[[File:Bond Payment.png|none|thumb|940x940px]]

Direction From a Tenant/Landlord

 To a Tenant/Landlord

Party Landlord/Tenant/Other for tenant

Payment Method Cash / Bacs / Cheque / Card

Payment Type Rent / Other / Bond

Amount Amount being paid

Date Date of the transaction

Reference Reference of the payment (free form text)

Description a free form description of the transaction
[[File:BP2.png|none|thumb|943x943px]]

You will see that the system has automatically assigned the Bond payment to the Bond request and is marked as Paid.

The current status of our tenanted property now shows the Financials as
[[File:Financials After Bond Payment.png|none|thumb|943x943px]]

We explained earlier in this document how to create an invoice (and a recurring invoice) to the tenant and the landlord, they now show as unpaid. In our scenario (which will probably never occur – but, so that we can show transactions in this document) is that the tenant received keys, started to move in and then subsequently lost them, the Landlord agreed in good faith to pay half so we have raised an invoice to the Landlord for £100 for the contractors fee and then an invoice to the tenant for £50 as they split the bill.

==== Tenant Rent payment ====

We will record a payment of the Tenants first month’s rent on the 10/04/20 within the Bulk Payment section – for how to do this and see how to use Bulk Payments, please see the Bulk Payments Document. We also paid the outstanding tenant invoice for the locksmith.
[[File:Tenant Rent Payment.png|none|thumb|943x943px]]

Our tenant does not owe any monies as all payments, rent due and invoices have now been completed.

==== Landlord payment ====
Depending on how you have configured the agreement, the payment to the Landlord will either be due now, or after a number of days (we configured it for 2 days from receiving payment). In our example, the Landlord is now due a payment of £247.87.
[[File:Landlord Payment.png|none|thumb|943x943px]]

==== Financials statement ====
[[File:Financials Statement.png|none|thumb|943x943px]]
The financials statement shows that all parties are even (no payments due) but, two invoices show that they have not been paid. As this is incorrect, simply choose Actions and click “Mark paid” to both of them
[[File:Financials Statement2.png|none|thumb|943x943px]]
Now all figures and financial lines are correct.

==== Landlord statement ====
Should a Landlord with to obtain a statement from you, all you need to do, is choose from the following
[[File:Landlord Statement 1.png|none|thumb|368x368px]]

Select the chosen Date range and click Generate statement
[[File:Landlord Statement 2.png|none|thumb|943x943px]]

You can then either Download Statement or Email PDF to contact depending on your requirements.

=== Emailing all tenants ===
When editing a Shared property (HMO), you can now email all the tenants with a current agreement. Simply click More actions and then Email all tenants button
[[File:Email All Tenants.png|none|thumb|940x940px]]

Simply add a subject and email body, click Send email and all tenants that have supplied an email address will receive the email. This could be used when tenants need to be informed of communal area repairs or disruptions.

= Rent Reminder Email Template =

To amend the template, go to Administration / Email Templates tab

When customising your own email, ensure that you click the “Duplicate” button before editing, once you’ve completed your changes, click “Save email”.

You can change the wording of this email, but you must ensure that you keep the field names within {} the same, otherwise, the system will not replace them correctly for your tenant details.

= My Move for landlords and tenants =

[[My Move Customer Portal|My Move]] extends the rental workflow with secure landlord and tenant self-service.

For an active tenancy, a tenant can view relevant tenancy/compliance information and report a repair. The repair feeds into Standout's existing repair workflow and records the authenticated tenant as the reporter.

A linked landlord can view repair information and, where a contractor quote is available, approve or decline the quote with an optional comment. The response is retained as an auditable decision and the branch is notified.

Repair reporting requires a current active tenancy. A prospective tenant with only a rental offer cannot submit a maintenance request. Landlord quote approval is restricted to a contact genuinely linked to the property as landlord/owner.

Property Overview

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Property Overview by file upload (1 revision)

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Landmark Anti Money Laundering Checking

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Landmark Anti Money Laundering Checking by file upload (1 revision)

New page

= Landmark Anti Money Laundering Checking =

Standout integrates with Landmark for AML checks where the agency/branch is configured to use it. The important part of the workflow is accurate identity information before the order is submitted.

Solicitors and contractors are exempt from this Standout AML workflow.

== Before starting a check ==
Confirm the customer's information is complete and accurate. Depending on the check/contact, Standout may require information including:

* title;
* first/last name;
* date of birth;
* current residential address;
* house number/name, road, town/county;
* time at address;
* National Insurance number where used;
* driving licence where used.

'''Check the information before placing an order.''' Incorrect identity/address data can result in failed checks or unnecessary additional orders.

== Single contact workflow ==
# Open the Contact.
# Go to the Money Laundering/AML area.
# Review the populated identity/address fields.
# Correct any incomplete/incorrect information.
# Save the contact if you are not ordering immediately.
# When satisfied, choose '''Place order'''.
# Wait for/process the Landmark result.
# Review the result and supporting report.

[[File:AML-Single.png|none|thumb|1100px]]

If '''Place order''' is not available, check mandatory information such as time at the address.

== Multiple contacts ==
Where the contact information indicates two individuals, Standout can prepare multiple people for the AML order. Review each person's details separately before submission.

== Customer Portal AML workflow ==
An eligible customer can provide onboarding information and AML consent through [[Customer Portal]]. If the branch is configured for Landmark, '''Start / refresh AML check''' hands the request into the same Standout Landmark workflow.

Before using it, the customer should have saved their date of birth, residential address/postcode and AML consent.

Customer Portal does not make the customer responsible for the compliance decision. Staff should review the Landmark result in the normal Contact AML area.

== Supporting documents ==
Customer Portal can also collect private identity/proof-of-address/source-of-funds documents. These uploads are not public property media. Staff review them from '''Contact → More actions → Customer Portal submissions'''.

== Generating the AML PDF ==
Where the Landmark result supports it, generate/store the report using the existing AML workflow so it is retained with the appropriate customer record.

== If a check fails or needs review ==
Do not repeatedly order new checks without understanding the reason. Check the identity/address data and follow your agency's compliance procedure.

== Related guides ==
* [[Contacts Overview]]
* [[Customer Portal]]
* [[Using the Customer Portal]]

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

== Landmark Overview ==

Landmark AML allows the automated antimony laundering checking of contacts entered in Standout. There are two exceptions – solicitors and contractors are exempt from AML checking.

To find out more about Landmark AML please follow [https://www.landmark.co.uk/landmark-estate-agency-services#keep-up-with-the-latest This] link

Standout will examine the contact information provided and will try to create either one or two contacts for AML checking, depending on the title of a contact.

Where a contact title doesn’t contact the “&”, Standout presumes the contact is a single person. When the title does include an “&”, two contacts are presumed.

Standout will try to populate the following fields for you to amend or populate, again depending on the information you have regarding your contact(s).

Fields used are:

Title this field is required, such as Mr, Mrs etc

First Name    their first name

Last Name their last name

House Number if their property has a number (limited to 6 characters)

House Name if their property has a house name

Road    the road

County    the county

Date of Birth their date of birth (if entered in the Contact details, this is the assumed value for the first contact).

Years/Months you MUST enter (in contact details) how long they have resided at the property.

Optional fields

NI Number    their National Insurance number (if entered in the Contact details, this is the assumed value for the first contact).

Driving Licence    their 16 digit driving licence number

== IMPORTANT NOTICE ==

We cannot stress to you the importance of ensuring the data provided is accurate and entered correctly. We are not liable for the data used when placing an order(s) if you do not check and ensure data accuracy.

Failure to do so may result in you being charged for additional orders for AML checking.

= AML checks started from My Move =

Where the branch is configured for Landmark AML, an eligible customer can provide their identity information and AML consent through [[My Move Customer Portal|My Move]] and use '''Start / refresh AML check'''.

Before the check is submitted, the customer should save the required information, including date of birth, current residential address and postcode, and provide AML consent. The request then uses Standout's existing Landmark AML workflow; it does not create a separate customer-only AML record.

Staff should continue to review the Landmark result and supporting information in the normal Contact AML area.

= Landmark Agency Configuration =

For information on configuring the Landmark AML system please look at the Landmark Agency Configuration section in the [[Administration]] guide.

= Contact AML Checking – Single Contact =
Choose your contact that requires AML checking and choose the Money Laundering tab at the top of the screen
[[File:AML-Single.png|none|thumb|1200x1200px]]

Note – if you cannot see Place order you have not entered the Years and Months at the property. This is mandatory, please enter it in the Contacts details and then save the details.

When you click Save contact, Standout will save the entries in case you decide not to perform a check at that moment.

Checking fields

Title

Name

Surname

Date of birth

House Number

House Name

Road

Town

County

National Insurance Number (optional – must be 9 characters)

Driving Licence Number (optional – must be the first 16 characters)

== Placing an order ==

Once you are satisfied that the above data has been entered correctly, click the Place order button. By default, if any required fields are invalid, you will see an error message and the order will not be placed.
[[File:Placing An Order.png|none|thumb|1200x1200px]]

When the order has been placed, the screen will change to
[[File:Order Placed.png|none|thumb|1200x1200px]]

Refresh your browser and you will obtain updates on the status of this AML check.

Whilst Landmark are processing the order, the standard screen should display
[[File:Landmark Processing.png|none|thumb|1200x1200px]]

Upon completion, when editing the contact or refreshing the browser, when you have a successful AML check

== Generate PDF ==

Generate PDF will allow you to either store a copy of the PDF in the Files tab of the contact (subject to configuration of either Dropbox or Google Drive). Or allow you to generate and download the PDF to your local computer.

=== PDF in Files section ===
[[File:PDF in files section.png|none|thumb|1200x1200px]]

The filename for a AML check report will be named:

AML-Check-Report-First-Last.pdf

= Contact AML Checking – Multiple Contacts =
[[File:Contact Aml Checking Multiple.png|none|thumb|1200x1200px]]

Choose your contact(s) that requires AML checking and choose the Money Laundering tab at the top of the screen

Note – if you cannot see Place order you have not entered the Years and Months at the property. This is mandatory, please enter it in the Contacts details and then save the details.

When you click Save contact, Standout will save the entries in case you decide not to perform a AML at that moment.

Checking fields

First person

Title

Name

Surname

Date of birth

House Number

House Name

Road

Town

County

National Insurance Number (optional – must be 9 characters)

Driving Licence Number (optional – must be the first 16 characters required)

Second person

Title

Name

Surname

Date of birth

National Insurance Number (optional – must be 9 characters)

Driving Licence Number (optional – must be the first 16 characters)

== Placing an order ==

Once you are satisfied that the above data has been entered correctly, click the Place order button. By default, if any required fields are invalid, you will see an error message and the order will not be placed.
[[File:Place Multi Order.png|none|thumb|1200x1200px]]

When the order has been placed, the screen will change to
[[File:Order Placed.png|none|thumb|1200x1200px]]

Refresh your browser and you will obtain updates on the status of this AML check.

Whilst Landmark are processing the order, the standard screen should display
[[File:Landmark Processing.png|none|thumb|1200x1200px]]

Upon completion, when editing the contact or refreshing the browser, when you have a successful AML check

== Generate PDF ==

Generate PDF will allow you to either store a copy of the PDF in the Files tab of the contact (subject to configuration of either Dropbox or Google Drive). Or allow you to generate and download the PDF to your local computer.

=== PDF in Files section ===
[[File:PDF in files section - m.png|none|thumb|1200x1200px]]

The filename for a AML check report will be named:

AML-Check-Report-First-Last.pdf

AML-Check-Report-First-Last-Second-Contact.pdf

= Sample PDF Report =
[[File:Sample AML Report Page 1.png|none|thumb|1271x1271px]]
[[File:Sample AML Report Page 2.png|none|thumb|1271x1271px]]
[[File:Sample AML Report Page 3.png|none|thumb|1267x1267px]]
[[File:Sample AML Report Page 4.png|none|thumb|1267x1267px]]

Diary Overview

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Diary Overview by file upload (1 revision)

New page

= Diary =

The Diary is the shared record of who is doing what and when. Its value comes from booking appointments through the correct Standout workflow so the appointment remains linked to the relevant customer/property.

== Use the right kind of appointment ==
Use linked workflows for:

* valuations;
* property viewings;
* rental inspections;
* staff visits;
* tasks/reminders where a task is more appropriate.

Use a generic appointment for meetings or events that do not belong to a property/customer workflow.

== Booking a valuation ==
The recommended route is:

# Open/create the property at the valuation stage.
# Choose '''Book Valuation'''.
# Select the agreed diary date/time.
# Confirm the staff member and notification/letter options.
# Create the appointment.

See [[Sales Valuation to Instruction]] or [[Adding a new Rental Property]].

[[File:Valuation.png|none|thumb|900px]]

== Booking a viewing ==
Use the property's '''Book Viewing''' workflow so the diary entry knows which property and viewer it belongs to. See [[Booking and Managing Viewings]].

[[File:ViewingAppt.png|none|thumb|900px]]

== Creating another appointment ==
Use '''+ New''' for a general appointment. Enter a meaningful subject, location, branch, staff member, category, start and end time.

[[File:AddAnAppointment.png|none|thumb|900px]]

Use '''Private''' only where appointment details genuinely need to be restricted. Use '''Tentative''' when the time has not yet been confirmed.

== Looking at the diary ==
Switch between day/week views and staff/team selections to plan workload. Include unaccompanied viewings where you need a complete view of property activity.

[[File:DiaryViewings.png|none|thumb|900px]]

== Office 365 integration ==
Where a staff member is signed in to Office 365, Standout can create appropriate appointments in Outlook as well. Do not assume an Outlook entry replaces the Standout diary record; Standout remains the CRM record connected to the customer/property.

== Before finishing with an appointment ==
After it happens, record the outcome in the relevant workflow. For example:

* valuation: confirm valuation/advice and next status;
* viewing: record feedback and any offer;
* inspection: record the result/action;
* meeting: add any important note/task arising from it.

An appointment with no recorded outcome leaves the next member of staff guessing.

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

== Office 365 Integration ==
If you have logged into Office 365 (by clicking the login button on your Dashboard) you will see "'''Appointments will be also created in your Office 365 calendar'''" below the date. Any appointment created by yourself will be created in your Outlook Calendar, if you've created an appointment for a colleague, and they use Office 365, they will have the appointment created automatically, it will also be created in your calendar, in the notes, it will tell you that you are not required.

== Diary actions ==
[[File:Diary Actions.png|none|thumb|370x370px]]
Download this week for Outlook / Calendar download a file to import into another Calender

Print this week print weekly diary appointments

Print today print todays appointments

Print today (with directions) print todays appointments with directions to appointments and/or viewings

Upload .ics file import appointments from a different Calendar

== Diary viewing options ==
[[File:DiaryViewings.png|none|thumb|600x600px]]

Day/Week viewing options

<- Today -> move back and forward in diary view, reset view to today

(7) Next 7 days jump 7 days from the selected day

== Options ==
[[File:DiaryOptions.png|none|thumb|300x300px]]
Include unaccompanied viewings show those viewings where no staff are accompanying

Include deleted show deleted appointments/entries

Username dropdown select yourself, other or teams to view their appointments
[[File:Diary2.png|none|thumb|600x600px]]

+ New create a new appointment

Padlock Mark as Private – only you and the recipient will only be able to see the details

(?) Mark as Tentative

Edit / View open the highlighted appointment

== Add an appointment ==
[[File:AddAnAppointment.png|none|thumb|540x540px]]

Subject name of the appointment

Location where is the location of the appointment

Branch which branch does this appointment belong to

For for which staff member

Category category for the appointment (configured in Administration/Diary)

Start Date on which date (or start date)

Start Time what time is the appointment

All Day if it is an all day event

End Date on which date (or end date)

End Time how long is the appointment for (configured in Administration/Diary)

Recurring to create recurring events, will be available when the category is set to Uncategorised or Personal

Reminder do you want to be reminded about this appointment

Notes additional notes regarding the appointment - ''When creating a Contact Appointment, please read Note 1 below''

Private is this appointment private

Tentative is this appointment tentative

Close close the appointment without saving

Create appointment save the appointment into the Calendar

If you have logged into Office 365, any appointment you create will also be created in your calendar. Please note, only edit appointments in Standout, edits will be reflected in your calendar. If you create an appointment for another member of staff, it will show in your calendar, in the notes, it will tell you that you are not required.

'''Notes'''

1) When creating a Contact Appointment (by editing a contact, choose More Actions / Create Appointment), Notes are used to inform the contact about the appointment. We would advise if this was to be used to discuss mortgage or rental information, that you enter a detailed description making the contact fully aware of why they've an appointment with your agency.

== Creating a Valuation Appointment ==

Open a property that is at Pre Valuation to create the appointment, once open, click “More actions then Book Valuation. You will automatically be transferred to the Diary, double click on the day/time that you have booked
[[File:Valuation.png|none|thumb|453x453px]]
Standout will populate the appointment, if you require no changes, click Create appointment. You can tick the “Email owner” and the owner will be notified by email about the appointment. Alternatively, you can select a Valuation Letter and either send that in the post or email.

Default letters are

Potential Listing Sheet Valuation Pre Marketing Sheet

Rental Take On/Valuation Checklist Before start of rental checklist

Valuation Appointment Book Valuation Letter

Any of the above letters may be chosen and either downloaded to print from Word or emailed.
[[File:AppEmail.png|none|thumb|445x445px]]

If you have SMS credits, 2 hours before an appointment, if configured, reminders are sent automatically.

== Book a viewing ==
Open a property that is Available to create the appointment, once open, click “More actions then Book viewing
[[File:BookAViewing.png|none|thumb|1200x1200px]]
If you have not entered the potential buyer, at this point you can create a new contact (opens in a new browser tab to allow you to enter their details)

Once you start to enter their name, they will appear where you can then click on them, then click Book viewing

Again, double click on the date/time for the appointment
[[File:ViewingAppt.png|none|thumb|357x357px]]

Standout will populate the appointment, there will place ticks in both Email owner and Email viewer – you can untick if you do not wish to email either party. If either of the contacts have already confirmed this appointment, you can tick those. If you're logged into Office 365, any appointments created, will also be created in your Outlook Calendar.

Click Create appointment. In Property and then Viewings / offers tab the appointment will show
[[File:DiaryView.png|none|thumb|1200x1200px]]

In the diary, the appointment will show as
[[File:DiaryView2.png|none|thumb|350x350px]]

== Notifications ==
Standout will add appointments to remind you in the Notifications at the top of the screen
[[File:AppNotification.png|none|thumb|468x468px]]
You can just hover over the past notifications to remove them, once completed.

== My Move viewing requests ==

Buyers and prospective tenants can request a preferred viewing date and time through [[My Move Customer Portal|My Move]].

A My Move viewing request is written into the normal Standout diary as a '''tentative viewing appointment''' linked to the customer and property. Staff should review the appointment, confirm availability with the relevant parties and then confirm, rearrange or cancel the appointment using the normal Diary workflow.

The customer sees the live appointment state in My Move after staff update it. This avoids maintaining a separate portal-only booking status.

Contacts Overview

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Contacts Overview by file upload (1 revision)

New page

= Contacts =

The Contact record is the centre of the customer relationship in Standout. It should answer: '''Who is this person, what are they trying to do, what have we agreed with them, and what is the next action?'''

A contact can have more than one role. For example, the same person may be an applicant looking to buy, a vendor selling their current home and a landlord of another property. Do not create separate records for each role.

== Common contact workflows ==
* [[Registering a New Applicant]]
* [[Managing Applicant Requirements and Matching]]
* [[Booking and Managing Viewings]]
* [[Sales Valuation to Instruction]]
* [[Landmark Anti Money Laundering Checking]]
* [[Using the Customer Portal]]
* [[Communications Centre]]

== Before creating a contact ==
Search first. Use name, mobile/telephone, email or postcode. Duplicate contacts fragment notes, requirements, AML and transaction history.

== Adding a new contact ==
# Choose the appropriate contact type or types.
# Enter the customer's name and at least one reliable contact method.
# Add the address where relevant.
# Save/Create the contact.
# Continue with the workflow that caused the contact to be created, for example requirements, valuation, viewing or landlord instruction.

[[File:Adding A New Contact.png|none|thumb|1200px|Create the contact with the information you know, then continue the relevant workflow.]]

== Contact types ==
A contact must have at least one role. Typical roles include:

* '''Applicant / Tenant''' - looking to buy or rent.
* '''Purchaser''' - buying a property.
* '''Vendor''' - selling a property.
* '''Landlord''' - letting a property.
* '''Solicitor''' - acting for a party in a transaction.
* '''Contractor''' - carrying out maintenance/repair work.
* '''Rental guarantor''' - supporting a tenancy.

Selecting a role may reveal additional tabs or fields relevant to that relationship.

== Keep communication details current ==
Telephone numbers and email addresses are used throughout Standout for appointments, letters, Customer Portal access and notifications.

Email addresses should be kept unique to the appropriate contact record. Where several email addresses are supported in a field, separate them as required by your agency's data-entry policy.

[[File:Contact Information.png|none|thumb|1200px]]

== Record useful notes, not transcripts ==
A good CRM note records the outcome of the conversation and what happens next. For example:

:''Spoke to Mr Smith. Still looking up to £325,000, needs three bedrooms and now has own property SSTC. Wants to view 14 High Street Saturday afternoon. Viewing booked for 14:30.''

That is more useful than a note saying only ''Called customer''.

== Applicants and purchasers ==
For somebody looking for property, the contact record is only half complete until their requirements are recorded.

Use [[Managing Applicant Requirements and Matching]] to capture budget, bedrooms, location, property type and other criteria. If they have a property to sell, record that position because it affects qualification and can create an [[Opportunity Finder]] opportunity.

The '''Heat Rating''' can be used to indicate priority where your agency uses it.

[[File:Heat Rating.png|none|thumb|1200px]]

== AML and identity ==
Where AML is required, complete the customer's identity information accurately and use the [[Landmark Anti Money Laundering Checking|Landmark AML]] workflow.

Customers using [[Customer Portal]] can provide onboarding information and supporting documents, but staff remain responsible for reviewing the information and compliance result.

== Requirements and live matches ==
The Requirements area describes what the applicant wants. Live matches show properties currently matching those requirements.

Do not weaken requirements simply to produce more matches without discussing it with the customer. The record should reflect the customer's real search.

== Files and documents ==
Store documents against the appropriate contact/property record so they can be found by other staff. Sensitive customer uploads from Customer Portal are kept private and are reviewed from '''More actions → Customer Portal submissions'''.

== Customer Portal and Communications Centre ==
Where the contact has an email address, use '''Send Customer Portal link''' to invite them to the customer portal. See [[Using the Customer Portal]].

Customer messages sent through Customer Portal appear in [[Communications Centre]] alongside portal and website enquiries. Reply from Standout so the answer is saved in the same portal conversation and the customer is notified.

Use '''Contact → More actions → Customer Portal submissions''' for onboarding, buyer-ready information, secure uploads, AML history and portal appointment requests. The submissions page also shows the conversation and has '''Open in Communications Centre'''.

== Things to check before leaving a contact ==
* Is the email/mobile correct?
* Is the role/contact type accurate?
* If they are looking, are their requirements current?
* If they have a property to sell, is that recorded?
* Is the latest meaningful conversation noted?
* Is there a task or appointment for anything promised later?

== Related guides ==
* [[Registering a New Applicant]]
* [[Managing Applicant Requirements and Matching]]
* [[Landmark Anti Money Laundering Checking]]
* [[Customer Portal]]
* [[Opportunity Finder]]

----

== Detailed screen and field reference ==

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

= Contacts =

When adding a contact, the more information entered does help you in providing a better service to your clients.

Within Standout Property Manager the contact system is used for all types of contact, those being :-

Applicant / Tenant / Purchaser / Vendor / Landlord / Solicitor / Contractor / Rental guarantor

A contact can also be more than one type, ie one contact can be a vendor and a landlord if selling a property and also a landlord of another property so there is no need to enter the same person more than once, and Standout Property Manager does try to guard against this.

Depending on which type of contact you are working on, you will see tabs appear and disappear as appropriate. Our recommendation is that once you’ve completed a section, click Save Contact. When creating a new contact, you only need to complete the first screen, click Create contact and continue editing the contact details. The default tabs when creating a new contact are:
= Contact Details =

== Adding a new contact ==
When adding a new contact you will be faced with the form below, just fill in the fields required (items marked with an asterisk are mandatory)

You must also select they type of contact at this stage.[[File:Adding A New Contact.png|none|thumb|1300x1300px]]

=== Basic details ===

The basic details really are the bear minimum requirements for any contact, note if the contact is a solicitor or contractor then company name will also be shown here.
[[File:Contact Basic Details.png|none|thumb|1300x1300px]]

==== Contact type ====
[[File:Contact Type.png|none|thumb|1300x1300px]]

A contact MUST have at least one option selected:
{| class="wikitable"
|+
!Contact Type
!
!
|-
|Applicant / Tenant
|Someone looking to buy or rent a property.
|Tab ‘Marketing’ will appear
Extra options will appear allowing the entry of Date of Birth, National insurance number and Nationality
|-
|Purchaser
|Someone looking to buy a property
|Tab ‘Marketing’ will appear
|-
|Vendor
|Someone looking to market their property with you
|
|-
|Landlord
|Someone looking to rent out their property with you
|
|-
|Solicitor
|A Solicitor that one of your contacts is using
|
|-
|Contractor
|A contractor that undertakes repairs
|
|}
If Contractor is selected then additional options appear to allow the type of contractor to be selected, if a contractor does more than one type select as many as required.

'''Note. A contractor company name is mandatory, if the contractor is a sole trader then enter the person name as the company name.'''

'''Note. The contractor name must be unique if using Xero as an accounting system linked to Standout.'''
[[File:Contractor types.png|none|thumb|1300x1300px]]

==== Contact information ====
This is how you want to communicate with the contact, store phone numbers and email address in this section.[[File:Contact Information.png|none|thumb|1300x1300px]]

A note one email address's all contacts must have a unique email address – this cannot be used on multiple contact’s, you can enter multiple email addresses in this field. Separate each email with a comma

   Example - me@me.com, you@you.com

=== Heat Rating ===

This field has been added to contact screens for Applicants and Purchasers, allowing you to assign 'heat'. Think of an old fashioned Hot Box

This could be for any reason - such as a cash buyer - and allows these contacts to be identified during a search and listed independently on the new 'Hot Contact' page. You can rate a contact from 0 – 10 They will have this number displayed on their contact in the List from a search in Yellow to Red dependent on how hot they were rated.
[[File:Heat Rating.png|none|thumb|1300x1300px]]

=== Address ===

==== Basic Address Details ====
[[File:Basic Address.png|none|thumb|1300x1300px]]

The above is the standard entry for all contact except for Solicitors.

Company Name    should your contact represent a company of any description

Postcode by entering a Postcode, the system will attempt to find and populate the address automatically dependant on the results returned

Address allows you to amend and format the address

Country allows you to select the require country (default is defined in administration for your office)

==== Solicitor Address Details ====
[[File:Solicitor Address.png|none|thumb|1300x1300px]]
Solicitors in Standout are a special type of contact as you can have many solicitors working for a company, and to ensure data consistency we ensure that the company name is only listed once at a post code (you can have the same company in many towns so we limit to only one company name at the same address).

You then add each solicitor person to the main solicitor record by entering their name etc on the contact, then in the company name search box enter the correct company name and press search, it will then populate the address if the company name already exists.

As long as your policy for data entry is consistent, by typing a Solicitors company name the system will return their details to save both duplicate data and maintain a consistent format, this will then populate the Solicitor’s address (this should also reduce data inputting)

'''Note. Solicitor company names must be unique when using Xero as an accounting system linked to Standout.'''

All other information is then entered as the above section.

==== Staff notes and information ====
[[File:Contact Staff Notes.png|none|thumb|1300x1300px]]

These are confidential notes that are only available to staff regarding the contact, also, allowing one member of the branch to assign this contact to another member of staff should the one responsible for this contact.

= My Move customer portal =

My Move gives customers secure access to information held in Standout and allows selected information to be supplied or maintained by the customer.

Where the contact has an email address, the Contact screen displays a prominent '''Send My Move link''' button immediately to the left of '''More actions'''. Use this to invite the customer to the portal.

Customer information submitted through My Move can be reviewed from:

'''Contact → More actions → My Move submissions'''

Depending on the customer's relationship with the agency, My Move can provide property progress, viewings, feedback, offers, tenancy information, repairs, onboarding, AML/identity information, secure uploads, viewing requests and property requirements.

See [[My Move Customer Portal]] for full guidance.

= Anti Money Laundering =

The government has strict rules in place to ensure that no person is using illicit funds as a way to launder money. Our notice gives links to the official websites for further help and information.

There are two options within Standout for recording Money Laundering.

The first is to manually store Identification documents, for the contact(s) and for the property they reside at. You can obtain their documents, photocopy and store in a secure place and also record information in this screen.

The second is to subscribe to Landmark AML Money Laundering service. Using Landmark, you send information from within Standout to their system. Within five minutes (usually), you are sent back a report and details of whether a person has passed or failed the check. It is important to note, this service charges for each check, it is imperative that you send over the correct information, in the correct format to ensure the best match possible. In the main contact details, you must enter roughly how long they have resided at the property address. Optional information would be their N.I. number or Driving License number.

== Current ID details ==

When you have received and copied money laundering documentation, this section will show what has been recorded.

Documents listed by default are:

'''Address'''

   A recent original mortgage statement from a recognised lender

   A recent utility bill or statement (do not accept mobile telephone bills)

   Bank, building society or credit union statement or passbook containing current address

   Benefit book or original notification letter from the Benefits Agency confirming the rights to benefit

   Confirmation from an electoral register search that a person lives at that address

   Current UK driving licence (old full licence or new photo card licence) if not used for evidence of name

   EEA member state identity card

   House or motor insurance certificate

   Inland Revenue self-assessment statement or tax demand

   Local council or housing association rent card or tenancy agreement

   Local council tax bill for the current year

   Record of home visit

'''Person'''

   Benefit book original notification letter from the Benefits Agency confirming the rights to benefits

   Cheque drawn on an account in the name of the client with a UK bank

   Current full UK driving licence (new style only)

   Current Passport

   Current UK or EEA photo-card driving licence

   EE member state identity card

   Firearms or shotgun certificates

   National identity card containing photograph of the client

   Photographic registration cards for self-employed individuals and partnerships in the construction industry CIS4

   Residence permit issued by the Home Office to EEA nationals on sigh of own country passport

   Identification reference (required)

Record the identification reference of the document being presented

Date Produced and photocopied (required)
Date on ID (required)
Copy held    if you have photocopied the document, tick this

== Right to rent ==
[[File:Right To Rent.png|none|thumb|1300x1300px]]

Your agencies statement regarding Right to rent details and the laws that the agency abides by.

= Requirements =
The system is fully automated and will automatically email the contact with details of any matching properties once you save the match requirement, and also whenever a property is created or edit in such a way that that property now matches the requirements of the selected contact.

=== Match requirements ===
The requirements tab allows you to create match reqiurements for both applicants looking to rent a property and purchasers looking to buy a property.

=== Customer self-service requirements in My Move ===

Customers can now create and maintain their own property requirements through [[My Move Customer Portal|My Move]]. These are the same live requirement records shown to staff in the Contact record, so there is no separate customer-only copy.

Customers can create multiple named searches, update area/radius, price, bedrooms, type/style, new-build preference and must-have features, pause/reactivate searches and delete searches they no longer need. Standout runs the normal matching engine after changes and shows the customer a preview of current matches.

The branch is notified when a customer creates, changes or removes requirements. If automatic property alerts are expected, ensure the contact is still marked '''Looking'''.

To start creating a match requirement click the Create new requirements button as shown below.[[File:Contact Match Requirements.png|none|thumb|900x900px]]

As you can have multiple match requirements for each contact, it is advisable to use a meaningful unique name for each of the requirements.

Just fill out the required information as shown below based on the contacts requirements, once complete click on the Save requirements button
[[File:New requirement.png|none|thumb|1300x1300px]]

An explanation of each field is given below :-

Match name a unique name for this requirement

Match area enter a postcode, town and the system will return matching areas

Distance    How wide a distance from the match area is the client looking at

New build only    if they are interested in new build only

Class    Residential / Commercial / Business

Contract type    For Sale / To Let

Property type    Any type / Bungalow / Character Property / Flat/Apartment / House / Land

Property style Barn conversion / Chalet / Cottage / Detached / Detached Dormer / Detached Villa / End Terraced / Farm / Link Detached / Semi-Detached Villa / Shared / Sheltered Housing / Town / Undefined / Villa / Village

Minimum bedrooms how many bedrooms (if specified)

Minimum price starting price a client is looking for

Maximum price a maximum price a client is looking at

Required features as you start typing a feature or choose from the list available

== Live matches ==
The live matches tab is a great way to see instantly which properties (if any) match the contacts requirements.

== Previously matched ==
When an email has been sent to the contact with a list of matching proerties you can see here which proerties have been sent in each email, you can also see if the contact has opened the email to view the properties.

If required you can also resend the emal to that contact, this is useful if the email got lost in the wonderful world of the internet, or the contact has changed email address's ( change the email address on the main contact details tab first, before resending)

= Files =
[[File:Contact Files.png|none|thumb|1300x1300px]]

Standout has the ability to store files with any Contact (similar to the way we do with properties) by default we store these files in a container on our servers known as the FTP system, as an alternate to this we can also integrate into Dropbox or Google Drive.

This allows additional storage for files that are associated with your client and properties. To configure this, please choose Administration / File storage

= Notes =
[[File:PropertyNotes.png|none|thumb|1300x1300px]]

Standout has the ability to store notes against both Contacts and Properties. Including storing Sticky Notes. Additionally, if you have configured File Storage then you’ll be able to add one file per Note.

= Viewings / Offers =

Viewings can be arranged in multiple places, within a contact, the Diary and a property. This section will list all the properties this client has seen with any offers.

= Rental agreements =

If a contact is either a Landlord, Tenant or a Rental guarantor, this section will show all those agreements that have been linked. When you click on the View option to see further details regarding the tenancy, including all transactions. You will be able to either choose the default transactions, or choose from the date ranges, once you have updated the transaction list, click the Tenant Statement button to create a statement to send to the tenant, either by downloading, printing and posting or by emailing it directly to the tenant.

= Communications =

Standout can be linked to an SMS hosting service where an agent may buy credits, then from Communications you can text your contact (a mobile number will have to be input into the correct field). Also, from here an email can be sent to the contact and all communications are listed in the history.

= Marketing / Privacy =

== Mailchimp ==

This tab allows you to subscribe this contact to any email marketing lists that have been linked to Standout Property Manager. You can link additional lists in the Agency tab of Admin.

'''Please note''': It can take up to 10 minutes between pressing the subscribe button and Mailchimp showing the new subscriptions. Contacts may unsubscribe themselves from a list for any reason. If a contact has unsubscribed from a particular list, Standout Property Manager will not resubscribe them, regardless of the status of the Subscribed checkbox. Use of MailChimp implies acceptance of their Terms of Use - particularly Section 20. Compliance with Laws.

== GDPR consent ==

From the Administration section you can enter your Marketing and Policy statement. When speaking with a client, this option allows you to read your agencies policy and once a client agrees, the agent can tick the Consent given option.

As of November 2020, when “Force GDPR conformation” is enabled, when entering a new contact, your staff member will be shown the above. Unless they are entering a solicitor, they must read your statement or the system generated message to your contact prior to entering the details.

= History =
The history shows significant events that have occurred with agents editing/saving and communicating.

This is useful when multiple people are editing the same data, so that you can see who has been editing a contact.

= My Properties =
The section allows you to assign properties that a contact owns or is purchasing to assign an individual solicitor to each property. Rather than only allowing a single solicitor to a contact (as we previously set up), this can now be configured.

== Linked properties ==
[[File:Linked Properties.png|none|thumb|1300x1300px]]
Once you select the chosen solicitor, Save the contact to assign that solicitor. Their contacts details will then be displayed below, allowing you to open their details in a new tab, or, email them directly from Standout.

A new report has now been added, next to “Edit Property”, if a property is For Sale, then you can click “Vendor report” to display a report showing the property details, owner(s), viewings/feedback, website statistics and any price changes. This report can be downloaded as a PDF, emailed to the owners or printed.

NOTE: If you change the solicitor, you MUST save the contact for the new solicitor details to be configured.

== Purchasing Properties ==
[[File:Purchasing Properties.png|none|thumb|1300x1300px]]
Once you select the chosen solicitor, Save the contact to assign that solicitor. Their contacts details will then be displayed below, allowing you to open their details in a new tab, or, email them directly from Standout.

NOTE: If you change the solicitor, you MUST save the contact for the new solicitor details to be configured.

== Quick Searching Solicitors ==

As you build up your list of Solicitors within Standout, to search by just scrolling up and down can be quite time consuming and frustrating.

Whenever you see a dropdown list throughout the whole of Standout, and especially one that contains many options (councils/solicitors etc), a quick way to search is to do the following
[[File:Quick Search Sols.png|none|thumb|1300x1300px]]

You’ll notice a flashing cursor at the right hand of the screen (highlighted above).

Press the backspace and you can then enter your search criteria
[[File:Quick Search Sols1.png|none|thumb|1300x1300px]]

You can then select the chosen solicitor from the list of results.

= Invoices =

Standout now has the ability to invoice Vendors from their properties. When editing the contact, you can then perform these options:

Mark as Paid

Print invoice

Delete – You CANNOT delete an invoice that is marked as paid

= Solicitors – Solicitor details =
[[File:Solicitor DX.png|none|thumb|1300x1300px]]

Only when a contact is a solicitor will this tab appear and allows you to store a Solicitors DX number and DX town. Additionally, this area will list all those contacts that this Solicitor is associated with.

= More actions =

The More actions sub menu for contacts offers three options:

Create appointment
This option creates an appointment in the diary for a staff member and this contact, also, email them the appointment and include the Notes written in the email. By default, Email Contact will be enabled in the Appointment form, this uses an email template located in Administration/Emails and is named "Contact appointment"

Create a task
create a task for yourself or another member of staff against this contact

Book a viewing
create a booking for the client to see a property

Adding a new Rental Property

Paul.Spann — Wed, 09 Sep 2026 14:43:16 GMT

Paul.Spann imported Adding a new Rental Property by file upload (1 revision)

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