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= Standout Property Manager Help =
= Standout Property Manager Help =


Welcome to the Standout Property Manager knowledge base.
Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work and the current Standout interface.


This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out ''what to do next'', start with the workflow that matches the job in front of you.
{| class="wikitable" style="width:100%;"
 
'''New to Standout?''' Start with '''[[Standout - Quick Start|Standout Quick Start]]''' and '''[[Daily Negotiator Workflow|Daily Negotiator Workflow]]'''.
 
== Sales workflows ==
{| class="wikitable" style="width:100%"
! I need to...
! Guide
|-
| Register a buyer or applicant
| [[Registering a New Applicant]]
|-
| Record what they are looking for and find matches
| [[Managing Applicant Requirements and Matching]]
|-
|-
| Arrange a viewing
! style="width:25%;" | Start here
| [[Booking and Managing Viewings]]
! style="width:25%;" | Property & marketing
! style="width:25%;" | Communications & customers
! style="width:25%;" | Management & administration
|-
|-
| Record feedback after a viewing
| [[Quick Start]]<br />[[Daily Workflow]]<br />[[Dashboard]]<br />[[Diary]]<br />[[Tasks]]
| [[Recording Viewing Feedback]]
| [[Property Overview]]<br />[[Property Marketing Readiness]]<br />[[AI Data Quality]]<br />[[Feeds and Portals]]<br />[[Sales Progression]]
|-
| [[Communications Centre]]<br />[[Inbound Enquiries]]<br />[[Customer Portal]]<br />[[Contacts Overview]]<br />[[Opportunity Finder]]
| Take a valuation enquiry through to instruction
| [[Reports Centre]]<br />[[Administration]]<br />[[Release and Version Information]]
| [[Sales Valuation to Instruction]]
|-
| Prepare and launch a property to market
| [[Marketing a Property]]
|-
| Record, negotiate and accept an offer
| [[Recording and Negotiating Offers]]
|-
| Manage a sale from offer accepted to completion
| [[Sales Progression to Completion]]
|}
|}


== Lettings workflows ==
== Current Standout highlights ==
{| class="wikitable" style="width:100%"
 
! I need to...
Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:
! Guide
|-
| Take on a new rental property
| [[Adding a new Rental Property]]
|-
| Create and start a tenancy
| [[Creating and Starting a Tenancy]]
|-
| Check certificates, inspections and compliance
| [[Rental Compliance and Inspections]]
|-
| Record and manage maintenance
| [[Managing Repairs and Maintenance]]
|-
| Chase overdue rent
| [[Chase Outstanding Rent]]
|-
| See all current tenants and balances
| [[Tenant List]]
|}


== Customer service and prospecting ==
* the redesigned property header and '''Marketing readiness''' checks;
{| class="wikitable" style="width:100%"
* [[AI Data Quality]] with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
! Area
* portal diagnostics and faster portal activity screens;
! Guide
* the unified [[Communications Centre]] for portal, website and Customer Portal conversations;
|-
* property-level [[Sales Progression]] health, next actions, blockers and target dates;
| Give customers secure self-service access
* the modern [[Reports Centre]] and Communications Centre usage reporting;
| [[Using My Move with Customers]]
* secure support access, clearer version/session information and tighter impersonation controls.
|-
| Full My Move feature reference
| [[My Move Customer Portal]]
|-
| Find lapsed, dormant and property-to-sell opportunities
| [[Opportunity Finder]]
|-
| Carry out Landmark AML checks
| [[Landmark Anti Money Laundering Checking]]
|}


== Everyday tools ==
For the latest changes see [[Recent Changes - September 2026]].
* [[The Dashboard|Dashboard]]: what needs your attention today.
* [[Diary Overview|Diary]]: appointments, valuations, viewings and staff availability.
* [[Task List|Tasks]]: follow-ups that must not be forgotten.
* [[Contacts Overview|Contacts]]: the customer record and how it connects to everything else.
* [[Property Overview|Property]]: the live record for a sales property.
* [[Rental Property Overview|Rental Property]]: tenancy, compliance, maintenance and finance.
* [[Telephone wizard|Telephone Wizard]]: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.


== How to use these guides ==
== Property and marketing ==
Most workflow articles follow the same pattern:
* [[Property Overview]]
* [[Sales Property]]
* [[Rental Property]]
* [[Property Marketing Readiness]]
* [[AI Data Quality]]
* [[Marketing a Property]]
* [[Feeds and Portals]]
* [[Sales Progression]]


* '''Before you start''' - the information you should have to hand.
== Communications and enquiries ==
* '''How to do it''' - the practical sequence in Standout.
* [[Communications Centre]]
* '''What Standout does next''' - automatic activity, status changes or notifications to expect.
* [[Inbound Enquiries]]
* '''Things to check''' - common omissions that cause problems later.
* [[Website Enquiry API]]
* '''Next step''' - where the process normally goes after this job is complete.
* [[OnTheMarket Inbound Enquiries]]
* [[Zoopla Leads API]]
* [[Homeflow Inbound Enquiries]]
* [[Customer Portal]]


For technical support, email '''support@issl.co.uk'''.
== Reporting and administration ==
* [[Reports Centre]]
* [[Communications Centre Usage]]
* [[Administration]]
* [[Support Access and Security]]
* [[Meta Facebook Property Catalogue]]
* [[GDPR]]


[[File:Screenshot 2021-03-25 at 16.27.57.jpg|thumb|1200px|center|Standout Property Manager]]
[[Category:Standout Property Manager]]

Latest revision as of 13:28, 16 September 2026

Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base. The help is organised around day-to-day agency work and the current Standout interface.

Start here Property & marketing Communications & customers Management & administration
Quick Start
Daily Workflow
Dashboard
Diary
Tasks
Property Overview
Property Marketing Readiness
AI Data Quality
Feeds and Portals
Sales Progression
Communications Centre
Inbound Enquiries
Customer Portal
Contacts Overview
Opportunity Finder
Reports Centre
Administration
Release and Version Information

Current Standout highlights

Standout now combines the CRM, property workflow, portal distribution, inbound communications, Customer Portal and reporting in one system. Important recent additions include:

  • the redesigned property header and Marketing readiness checks;
  • AI Data Quality with factual checks, AI review, safe copy Auto Fix and a 30-day trial for agencies that have not enabled AI billing;
  • portal diagnostics and faster portal activity screens;
  • the unified Communications Centre for portal, website and Customer Portal conversations;
  • property-level Sales Progression health, next actions, blockers and target dates;
  • the modern Reports Centre and Communications Centre usage reporting;
  • secure support access, clearer version/session information and tighter impersonation controls.

For the latest changes see Recent Changes - September 2026.

Property and marketing

Communications and enquiries

Reporting and administration