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| <h1>Accessing Standout Property Manager</h1>
| | = Standout Property Manager Quick Start = |
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| 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.
| | This guide covers the essentials for a new Standout user. For detailed guidance, follow the links to the relevant help articles. |
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| Enter the following URL to gain access to Standout Property Manager:
| | == Accessing Standout == |
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| <nowiki>https://www.standoutpropertymanager.co.uk/login</nowiki>
| | Use a current version of Chrome, Edge, Safari or Firefox and open: |
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| We would suggest bookmarking the above link in your browser for easy access.
| | <nowiki>https://www.standoutpropertymanager.co.uk/login</nowiki> |
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| =Logging into Standout Property Manager=
| | Bookmark the login page if you use Standout regularly. |
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| You should be presented with the systems login page, which looks like:
| | [[File:Login Form.png|none|thumb|587px|Standout login]] |
| [[File:Login Form.png|none|thumb|587x587px]] | |
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| The above is a snippet from the login page, to proceed you’ll need to know the Client ID which is the same for all users in your company and your individual Username, every user in Standout Property Manager must use their own Username and should never share passwords.
| | === Signing in === |
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| If you’ve forgotten your password, you can click on the wording “click here” to then reset your password.
| | Enter your agency '''Client ID''' and your individual username, then continue to the password screen. |
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| 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.
| | Every member of staff should use their own account. Do not share usernames or passwords. |
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| Click Continue.
| | If you have forgotten your password, use the password-reset option on the login screen. |
| [[File:Login Password.png|none|thumb|500x500px]]
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| Enter your password and then click Log in.
| | [[File:Login Password.png|none|thumb|500px|Password entry]] |
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| ==2<sup>nd</sup> Factor Authentication== | | === Two-factor authentication === |
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| 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. 2<sup>nd</sup> Factor Authentication is an advanced security system that prevents access to your account unless you have the time limited code. | | If two-factor authentication is enabled, Standout will ask for the current six-digit code from your authenticator app. Two-factor authentication can be configured from [[Profile Configuration]]. |
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| Google Authenticator is available in both Google Play Store and Apple App Store.
| | == The Dashboard == |
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| 2nd factor authentication is enabled in your [[Profile Configuration]]
| | After signing in, Standout opens the [[The Dashboard|Dashboard]]. The dashboard provides a personalised overview of your working day, including recent properties and contacts, appointments, tasks, performance information and other business activity. |
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| == Office 365 Login ==
| | [[File:New Dashboard.png|none|thumb|1200px|Standout dashboard]] |
| Standout can now link appointments created in Standout in your Office 365 Calendar. Click Login to Office 365 button, you will initially enter your password and if successful, you will be re-directed back to Dashboard and be informed all appointments created, edited or deleted will also replicate to your Outlook Calendar. If you create an appointment for a colleague, it will show in your Outlook calendar and inform you that you are not required to attend (such as a valuation or viewing). If you wish to disconnect Standout from Office 365, click the Logout of Office 365 button. When you next log in, Standout will look at all your future appointments and if not replicated to your Outlook calendar, Standout will replicate them.
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| =Dashboard=
| | The left-hand navigation provides access to the main areas of the system: |
| [[File:New Dashboard.png|alt=|thumb|1300x1300px|none]]
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| The [[The Dashboard|Dashboard]] is the default screen and where will come back to. There are six parts to this screen. | |
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| Dashboard options run down the left side
| | * '''Diary''' – appointments, valuations, viewings and tasks. |
| | * '''Properties''' – property records, marketing and progression. |
| | * '''Rental''' – tenancies, landlords, tenants and rental payments. |
| | * '''Contacts''' – applicants, purchasers, vendors, landlords, tenants and professional contacts. |
| | * '''Opportunity Finder''' – proactive prospecting from live CRM data. |
| | * '''Reports''' – operational and management reporting. |
| | * '''Administration''' – agency and system configuration. |
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| Status Bar – runs across the top
| | The toolbar at the top of the screen provides notifications, page help, colleague information, profile settings and logout. |
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| Office 365 - a new button near the top left of the screen will allow you to link Standout to Office 365. Appointments created in Standout when you are logged in, will automatically be created (or updated) in your Outlook Calendar. Please note: do NOT edit appointments created by Standout in Outlook, always edit in Standout so that these appointments are automatically updated in Outlook Calendar. | | == Office 365 calendar integration == |
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| ==Dashboard quick views==
| | Where enabled, Standout can synchronise appointments with your Microsoft 365 / Outlook calendar. Always edit Standout-created appointments in Standout so changes can be synchronised correctly. |
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| Business Overview – shows relevant information regarding your properties. These will appear as more data is entered into the system
| | See [[Diary Overview]] for appointment and calendar guidance. |
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| Your recently edited listings
| | == Working with a new seller or landlord == |
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| Today’s appointments and Tasks
| | A typical workflow is: |
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| Your recently edited contacts
| | # Create or locate the contact. |
| | # Create the property at the appropriate pre-valuation stage. |
| | # Link the owner/landlord to the property. |
| | # Book the valuation appointment. |
| | # Record the property details, valuation, photographs and marketing information. |
| | # When instructed, move the property to the appropriate available/marketing status. |
| | # Use viewings, offers and progression tools to manage the transaction. |
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| ===Performance chart===
| | See [[Property Overview]], [[Adding a new Rental Property]] and [[Rental Property Overview]]. |
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| This will show you all the properties that have a status of Sales Completed / Rentals Let / Withdrawn
| | == Working with a new buyer or tenant == |
| [[File:Performance.png|none|thumb|600x600px]]
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| ===Local weather===
| | A typical workflow is: |
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| 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.
| | # Create or locate the contact. |
| [[File:Weather.png|none|thumb|900x900px]]
| | # Record their position and property requirements. |
| | # Book viewings and record feedback. |
| | # Record offers where appropriate. |
| | # Keep their requirements current so Standout can continue matching suitable properties. |
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| ==Dashboard options==
| | Customers can also maintain their own requirements through [[My Move Customer Portal|My Move]]. The customer-facing requirements are the same live requirement records that staff see in the Contact record. |
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| Tawk to integrated web chat client Tawk To – allows agents to chat with website users visiting your website (when implemented)
| | == My Move customer portal == |
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| Diary an internal diary to store all appointments and diarised items
| | My Move provides secure customer self-service. From a Contact record, use '''Send My Move link''' to invite the customer. |
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| ===Properties===
| | Depending on the customer's relationship with the agency, My Move can provide: |
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| Add property add a new property onto the system
| | * property journey and progression information; |
| | * viewings and feedback; |
| | * offers; |
| | * tenancy and compliance information; |
| | * repairs and landlord quote approvals; |
| | * buyer onboarding and Buyer Ready information; |
| | * AML/identity information and secure document uploads; |
| | * DocuSign status; |
| | * viewing requests; |
| | * customer-managed property requirements; |
| | * direct messages to the branch. |
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| Property List list all properties on the system with a given criteria
| | See [[My Move Customer Portal]] for the complete workflow. |
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| Progress list all properties with progress markers against them
| | == Opportunity Finder == |
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| ===Rental===
| | Use [[Opportunity Finder]] to identify contacts worth speaking to today. It prioritises opportunities such as buyers with a property to sell, lapsed valuations, withdrawn vendors and applicants whose activity has gone quiet. |
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| Bulk rental payments enter daily payments for rental payments
| | An opportunity can be opened, converted into a follow-up task, marked as contacted, snoozed or dismissed. |
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| Tenant list show all tenants (with active tenancy agreements)
| | == Getting help == |
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| Landlord list show all landlords (with active tenancy agreements)
| | Use '''Page Help''' within Standout for guidance relevant to the screen you are using, or search this knowledge base for more detailed instructions. |
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| ===Businesses===
| | For technical support, email '''support@issl.co.uk'''. |
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| Add Business should you sell businesses, enter these in this section
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| Business list list all businesses on the system with a given criteria
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| ===Contacts===
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| Add contact add a new contact onto the system
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| Contact list list all contacts on the system with a given criteria
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| Contacts to delete list all contacts that you are able to remove from the system
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| Hot contacts those contacts that you deem to be a hot contact
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| Reports various reports that extract data from the system to either Spreadsheet or PDF.
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| Holiday Requests those users that are able to approve or deny holiday requests will
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| See this option appear once staff members place a holiday request.
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| Administration all the administration options to configure your agency, branches, staff and various other options
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| ==Status bar==
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| Version the systems version number, by clicking this option, shows you all the versions and improvements.
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| Notifications a quick view of all the system notifications, including diary appointments.
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| Page help throughout the system, clicking this should show help information regarding the section that you’re working on.
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| Colleagues shows colleagues that are logged onto the system
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| Your name clicking this gives access for editing your profile (opens in a new tab)
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| Log Out when you finish using the system, then log out for security
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| 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.
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| ==Business overview==
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| 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).
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| Examples are
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| Available sales
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| Available rentals
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| listings awaiting decision
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| listings with no viewings in the last 30 days
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| Agent awaiting viewing feedback
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| Vendors/Landlords awaiting viewing feedback
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| Contacts with bounced emails
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| ===Your recently edited listings ===
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| This section shows a list of properties you’ve recently edited, showing their contract, address, status.
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| === Your recently edited contacts===
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| This section shows a list of recent contacts and their definition on the system.
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| ===Today’s appointments===
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| Shows appointments for yourself, and teams that you are assigned to.
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| ===Version Control – Important Note===
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| 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.
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| ===Notifications===
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| [[File:Notification Window.png|thumb|alt=|none]]
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| 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.
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| ===Page Help ===
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| [[File:PageHelp.png|none|thumb]]
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| Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.
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| ===Colleagues – sending quick messages===
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| [[File:Picture 2.png|none|thumb]]
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| Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:
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| {| class="wikitable"
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| |Sending a note:
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| | Receiving a note:
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| |[[File:Send Note.png|thumb]]
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| |[[File:Receive Note.png|thumb]]
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| =Getting Started with your Clients =
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| When you have a new client, this section will advise on the processes to follow for the following:
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| Selling a Property
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| Buying a Property
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| Letting a Property
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| Renting a Property
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| ==Selling a Property (Vendor)==
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| When a client wishes to use your services to sell their property, we recommend the following:
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| Enter the property – Pre-Valuation stage
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| Enter the contact – link to the property
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| Book Valuation appointment
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| Enter property details, photos and valuation
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| Once accepted, place property as Available (on website/portals)
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| ''See below (Buying a Property)''
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| During each stage Standout will allow you:
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| Create advertising brochures for your window, hand out to clients or email as a PDF attachment.
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| Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.
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| ==Buying a Property (Purchaser)==
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| Enter contact details
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| Book viewing
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| Update system with viewing feedback
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| Place and offer – Repeat if offer isn’t accepted
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| Accept offer
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| Send contracts
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| Finialise the Sale (SSTC)
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| Completed – once everything has been exchanged
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| During each stage Standout will allow you:
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| Create advertising brochures for your window, hand out to clients or email as a PDF attachment.
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| Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.
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| == Letting a Property (Landlord)==
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| When a client wishes to use your services to let their property, we recommend the following:
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| Enter the property – Pre-Valuation stage
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| Management option:
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| No – client only uses you to obtain a tenant
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| Rent collection – you collect the rent on behalf of the Landlord
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| Yes – you look after the property on behalf of the Landlord and are responsible for all agreed arrangement.
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| Enter the contact – link to the property
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| Book Valuation appointment
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| Enter property details, photos and valuation
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| Once accepted, place property as Available (on website/portals)
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| ''See below (Letting a Property)''
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| During each stage Standout will allow you:
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| Create advertising brochures for your window, hand out to clients or email as a PDF attachment.
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| Create Letters/Documents for clients, solicitors, contractors. Every Letter can be modified for your agency, this is all within the Administration/Letter Templates.
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| ==Renting a Property (Applicant/Tenant)==
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| Enter contact details
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| Book viewing
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| Update system with viewing feedback
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| Place and offer – Repeat if offer isn’t accepted
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| Accept offer
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| Create Rental Agreement
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| Finialise the Letting (Let)
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| Use Bulk Payments or the Financials Tab within a Property/Rental Agreement
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| ==Additional Contacts==
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| Standout can also help with the following additional contacts:
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| Solicitors
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| Contractors
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| Rental Guarantor
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| ==Getting started==
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| *[[mediawikiwiki:Special:MyLanguage/Manual:Configuration_settings|Configuration settings list]]
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| *[[mediawikiwiki:Special:MyLanguage/Manual:FAQ|MediaWiki FAQ]]
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| *[https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
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| *[[mediawikiwiki:Special:MyLanguage/Localisation#Translation_resources|Localise MediaWiki for your language]]
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| *[[mediawikiwiki:Special:MyLanguage/Manual:Combating_spam|Learn how to combat spam on your wiki]]
| |
Standout Property Manager Quick Start
This guide covers the essentials for a new Standout user. For detailed guidance, follow the links to the relevant help articles.
Accessing Standout
Use a current version of Chrome, Edge, Safari or Firefox and open:
https://www.standoutpropertymanager.co.uk/login
Bookmark the login page if you use Standout regularly.
Signing in
Enter your agency Client ID and your individual username, then continue to the password screen.
Every member of staff should use their own account. Do not share usernames or passwords.
If you have forgotten your password, use the password-reset option on the login screen.
Two-factor authentication
If two-factor authentication is enabled, Standout will ask for the current six-digit code from your authenticator app. Two-factor authentication can be configured from Profile Configuration.
The Dashboard
After signing in, Standout opens the Dashboard. The dashboard provides a personalised overview of your working day, including recent properties and contacts, appointments, tasks, performance information and other business activity.
The left-hand navigation provides access to the main areas of the system:
- Diary – appointments, valuations, viewings and tasks.
- Properties – property records, marketing and progression.
- Rental – tenancies, landlords, tenants and rental payments.
- Contacts – applicants, purchasers, vendors, landlords, tenants and professional contacts.
- Opportunity Finder – proactive prospecting from live CRM data.
- Reports – operational and management reporting.
- Administration – agency and system configuration.
The toolbar at the top of the screen provides notifications, page help, colleague information, profile settings and logout.
Office 365 calendar integration
Where enabled, Standout can synchronise appointments with your Microsoft 365 / Outlook calendar. Always edit Standout-created appointments in Standout so changes can be synchronised correctly.
See Diary Overview for appointment and calendar guidance.
Working with a new seller or landlord
A typical workflow is:
- Create or locate the contact.
- Create the property at the appropriate pre-valuation stage.
- Link the owner/landlord to the property.
- Book the valuation appointment.
- Record the property details, valuation, photographs and marketing information.
- When instructed, move the property to the appropriate available/marketing status.
- Use viewings, offers and progression tools to manage the transaction.
See Property Overview, Adding a new Rental Property and Rental Property Overview.
Working with a new buyer or tenant
A typical workflow is:
- Create or locate the contact.
- Record their position and property requirements.
- Book viewings and record feedback.
- Record offers where appropriate.
- Keep their requirements current so Standout can continue matching suitable properties.
Customers can also maintain their own requirements through My Move. The customer-facing requirements are the same live requirement records that staff see in the Contact record.
My Move customer portal
My Move provides secure customer self-service. From a Contact record, use Send My Move link to invite the customer.
Depending on the customer's relationship with the agency, My Move can provide:
- property journey and progression information;
- viewings and feedback;
- offers;
- tenancy and compliance information;
- repairs and landlord quote approvals;
- buyer onboarding and Buyer Ready information;
- AML/identity information and secure document uploads;
- DocuSign status;
- viewing requests;
- customer-managed property requirements;
- direct messages to the branch.
See My Move Customer Portal for the complete workflow.
Opportunity Finder
Use Opportunity Finder to identify contacts worth speaking to today. It prioritises opportunities such as buyers with a property to sell, lapsed valuations, withdrawn vendors and applicants whose activity has gone quiet.
An opportunity can be opened, converted into a follow-up task, marked as contacted, snoozed or dismissed.
Getting help
Use Page Help within Standout for guidance relevant to the screen you are using, or search this knowledge base for more detailed instructions.
For technical support, email support@issl.co.uk.
