Latest revision as of 20:01, 29 August 2026

Marketing a Sales Property

This guide starts when a vendor has instructed the agency and ends when the property is live, matching applicants and ready for viewings.

For the earlier valuation stage, see Sales Valuation to Instruction.

Before you make the property Available

Check the record as though you were the applicant seeing it for the first time.

Ownership and contact

Correct vendor(s) linked.
Telephone/email information current.
Any access/key instructions recorded internally.

Core property information

Correct address/display address.
Asking price.
bedrooms, bathrooms and reception rooms.
property type/style/tenure as relevant.
important features.

Marketing content

brief/full descriptions are complete and accurate;
room details/dimensions are entered where your agency uses them;
photographs are correctly ordered;
floorplan/EPC/other marketing media are present;
portal/website settings are correct.

Use Brochure Printing where the vendor needs to approve particulars before launch.

Vendor approval

If your process requires approval, generate the brochure/particulars and obtain agreement before making the listing live.

Do not treat Available as a drafting status. It should mean the property is genuinely ready to be marketed.

Make the property Available

Change to the appropriate live status and save.

Depending on your agency configuration, the property can then be supplied to your website and configured portals. Allow for the normal feed processing time rather than repeatedly changing the record because a portal has not updated instantly.

Run applicant matching

Once live, use the matching system to identify applicants whose requirements fit the property. Review the matches before contacting customers.

See Managing Applicant Requirements and Matching.

Handle enquiries and viewings

When an applicant wants to view:

search/create the contact;
confirm/update their requirements and buying position;
book the linked viewing using Booking and Managing Viewings.

Afterwards, use Recording Viewing Feedback.

Offers and progression

When somebody wants to offer, continue to Recording and Negotiating Offers. Once accepted, use Sales Progression to Completion.

If details change while marketed

Update Standout first, then allow the configured website/portal feeds to update from the CRM. Keep the CRM as the master version rather than editing external portals independently unless your agency process specifically requires it.

Common launch problems

Wrong price/status.
Missing or poorly ordered photographs.
Incomplete bedrooms/type/style causing poor matching.
Vendor details not linked correctly.
Making a property live before particulars are approved.

@@ Line 1: / Line 1: @@
+= Marketing a Sales Property =
-= Marketing a Property Overview =
+This guide starts when a vendor has instructed the agency and ends when the property is live, matching applicants and ready for viewings.
+For the earlier valuation stage, see [[Sales Valuation to Instruction]].
+== Before you make the property Available ==
+Check the record as though you were the applicant seeing it for the first time.
-These instructions are to be used in conjunction with all other documents from Standout Wiki help system.
+=== Ownership and contact ===
+* Correct vendor(s) linked.
+* Telephone/email information current.
+* Any access/key instructions recorded internally.
+=== Core property information ===
+* Correct address/display address.
+* Asking price.
+* bedrooms, bathrooms and reception rooms.
+* property type/style/tenure as relevant.
+* important features.
-The basic process of marketing a property within Standout Property Manager follows the actual process of marketing a property in the UK market place and should follow the same steps you would take to market a property without any software.
+=== Marketing content ===
+* brief/full descriptions are complete and accurate;
+* room details/dimensions are entered where your agency uses them;
+* photographs are correctly ordered;
+* floorplan/EPC/other marketing media are present;
+* portal/website settings are correct.
+Use [[Brochure Printing Templates|Brochure Printing]] where the vendor needs to approve particulars before launch.
-For a HMO listing refer to the separate HMO document as that is more complex and needs its own help documentation
+== Vendor approval ==
+If your process requires approval, generate the brochure/particulars and obtain agreement before making the listing live.
+Do not treat ''Available'' as a drafting status. It should mean the property is genuinely ready to be marketed.
-The process of marketing a property in the UK is as follows:
+== Make the property Available ==
+Change to the appropriate live status and save.
-== Contact/Property ==
+Depending on your agency configuration, the property can then be supplied to your website and configured portals. Allow for the normal feed processing time rather than repeatedly changing the record because a portal has not updated instantly.
+== Run applicant matching ==
+Once live, use the matching system to identify applicants whose requirements fit the property. Review the matches before contacting customers.
-A person asks you to value the property so you either add them as a contact with type vendor, or add the basic details of the property (address, type of property etc, i.e. the information you get over the phone from them on the initial contact, and then also add them as the vendor of the property).
+See [[Managing Applicant Requirements and Matching]].
+== Handle enquiries and viewings ==
+When an applicant wants to view:
-You add to the system both the contact and the property. We would always recommend putting as much detail in Standout as possible at this stage the information will be limited as you have not seen the property. But the more information you can provide, the more you can offer your client!
+# search/create the contact;
+# confirm/update their requirements and buying position;
+# book the linked viewing using [[Booking and Managing Viewings]].
-== Valuation ==
+Afterwards, use [[Recording Viewing Feedback]].
+== Offers and progression ==
+When somebody wants to offer, continue to [[Recording and Negotiating Offers]]. Once accepted, use [[Sales Progression to Completion]].
-Book a valuation by choosing the property and then click the Book Valuation button at the bottom of the screen.
+== If details change while marketed ==
+Update Standout first, then allow the configured website/portal feeds to update from the CRM. Keep the CRM as the master version rather than editing external portals independently unless your agency process specifically requires it.
+== Common launch problems ==
-From the diary select the date / time the valuation is to take place, then either double click in the time slot or press Book Valuation button, all the details are automatically filled in, you just need to select if you want the system to automatically email the owner with the appointment details (normally you would)
+* Wrong price/status.
+* Missing or poorly ordered photographs.
+* Incomplete bedrooms/type/style causing poor matching.
+* Vendor details not linked correctly.
-You will then go and value the property taking whatever details you require, and on return to office (or anywhere with internet connection) find the property by address or any other method, select edit and enter the extra details of the property, the property status is Awaiting Decision whilst you enter the details, you don’t need to enter everything unless you think they will go on the market with you.
+* Making a property live before particulars are approved.
-Your now waiting for them to decide to list with you (Awaiting Decision) if they want to put the property on the market with you this is the point you would enter the room details and enter the media (photograph’s etc) .
-Once you have entered all the details and photos etc, you can then print a brochure for them to agree to (More Actions > Generate Brochure)
-Once the vendor/landlord is happy with your details just go back to the property and change the status to Available then save it, it will be live on your web site and Zoopla/Rightmove/On the market within 10 minutes and any lesser portals by around 6pm.
-== Book Viewings ==
-Your now awaiting people to book viewings, so when someone wants to book a viewing go to the property and press the Book Viewing button, if its someone that’s already on your books select them from the list as you type the name, if not listed then create them as a new contact, select the date/time of viewing then save
-== Viewing feedback ==
-After the viewing has taken place, get viewing feedback from the viewer as you normally would, and enter that into the system on the viewings/offers tab of the property, this is also where you record any offer from the person as this generates all letters/emails etc required and is where you proceed with the sale, so make offer, accept offer etc is all done from the offers tab
-== Offer Accepted ==
-This differs for Sales/Rentals/Auction process.
-For sales once an offer is accepted then you need solicitors for all parties (this bit is about to change in the next few days to make it so every transaction a person does can have individual solicitors)
-You then change the status through to SSTC/Exchanged/completed as each stage is reached, you can also add milestones (Progress markers) so that you know at a glance where each property is up to.

Marketing a Property: Difference between revisions

From Standout Property Manager Wiki Help