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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
| [[Booking and Managing Viewings]]
|-
| Record feedback after a viewing
| [[Recording Viewing Feedback]]
|-
| Take a valuation enquiry through to instruction
| [[Sales Valuation to Instruction]]
|-
| Prepare and launch a property to market
| [[Marketing a Property]]
|-
|-
| Record, negotiate and accept an offer
! style="width:25%;" | Start here
| [[Recording and Negotiating Offers]]
! style="width:25%;" | Property & marketing
! style="width:25%;" | Communications & customers
! style="width:25%;" | Management & administration
|-
|-
| Manage a sale from offer accepted to completion
| [[Quick Start]]<br />[[Daily Workflow]]<br />[[Dashboard]]<br />[[Diary]]<br />[[Tasks]]
| [[Sales Progression to Completion]]
| [[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]]
| [[Reports Centre]]<br />[[Administration]]<br />[[Release and Version Information]]
|}
|}


== 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]]
|}


== Communications and enquiries ==
* 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;
! I need to...
* 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;
| Work new portal, website or Customer Portal messages in one queue
* the modern [[Reports Centre]] and Communications Centre usage reporting;
| [[Communications Centre]]
* secure support access, clearer version/session information and tighter impersonation controls.
|-
| Configure inbound Rightmove, Zoopla, OnTheMarket, Homeflow or website enquiries
| [[Inbound Enquiries]]
|-
| Configure outbound vs inbound feeds/portals
| [[Feeds and Portals]]
|-
| Connect property data to Meta / Facebook
| [[Meta Facebook Property Catalogue]]
|}


== Customer service and prospecting ==
For the latest changes see [[Recent Changes - September 2026]].
{| class="wikitable" style="width:100%"
! Area
! Guide
|-
| Give customers secure self-service access
| [[Using the Customer Portal]]
|-
| Full Customer Portal feature reference
| [[Customer Portal]]
|-
| Find lapsed, dormant and property-to-sell opportunities
| [[Opportunity Finder]]
|-
| Carry out Landmark AML checks
| [[Landmark Anti Money Laundering Checking]]
|}


== Everyday tools ==
== Property and marketing ==
* [[The Dashboard|Dashboard]]: what needs your attention today.
* [[Property Overview]]
* [[Communications Centre]]: portal leads, website enquiries and Customer Portal conversations in one queue.
* [[Sales Property]]
* [[Diary Overview|Diary]]: appointments, valuations, viewings and staff availability.
* [[Rental Property]]
* [[Task List|Tasks]]: follow-ups that must not be forgotten.
* [[Property Marketing Readiness]]
* [[Contacts Overview|Contacts]]: the customer record and how it connects to everything else.
* [[AI Data Quality]]
* [[Property Overview|Property]]: the live record for a sales property.
* [[Marketing a Property]]
* [[Rental Property Overview|Rental Property]]: tenancy, compliance, maintenance and finance.
* [[Feeds and Portals]]
* [[Telephone wizard|Telephone Wizard]]: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.
* [[Sales Progression]]


== How to use these guides ==
== Communications and enquiries ==
Most workflow articles follow the same pattern:
* [[Communications Centre]]
* [[Inbound Enquiries]]
* [[Website Enquiry API]]
* [[OnTheMarket Inbound Enquiries]]
* [[Zoopla Leads API]]
* [[Homeflow Inbound Enquiries]]
* [[Customer Portal]]


* '''Before you start''' - the information you should have to hand.
== Reporting and administration ==
* '''How to do it''' - the practical sequence in Standout.
* [[Reports Centre]]
* '''What Standout does next''' - automatic activity, status changes or notifications to expect.
* [[Communications Centre Usage]]
* '''Things to check''' - common omissions that cause problems later.
* [[Administration]]
* '''Next step''' - where the process normally goes after this job is complete.
* [[Support Access and Security]]
* [[Meta Facebook Property Catalogue]]
* [[GDPR]]


For technical support, email '''support@issl.co.uk'''.
[[Category:Standout Property Manager]]
[[File:StandoutLogin.png|center|thumb|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

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